PeopleSoft Financials

forms

The purpose of these forms is to provide a mechanism for service requests. To open a form, click on its hyperlink in the Form column. The documents may be saved to or printed from your desktop. These forms will be updated periodically, so please be sure to check this site for the latest versions if you choose to keep hardcopies.

Budget Change Request	PDF File
Budget Change Request	Excel File

For operating funds, use this form to request a budget transfer either between an income and expense account or to a department for which the user has no privileges. Note that most shared costs between departments should be via a GL journal entry.

Choices for processing:

1. Print the form, fill it out, and send it through campus mail. The form must be signed by the person responsible for approving budget changes for the department.

2. Copy the form to your desktop, complete it electronically, and send it via email to jennifer.parsons.1@bc.edu for operating funds (1xx, 3xx). The email must be sent from the person responsible for approving budget changes for the department.

Expense Report	PDF File
Expense Report	Excel File
EFT Authorization Form

Refer to the BC Travel and Instructions before completing.

Purchase Order Change Request	PDF File
Purchase Order Change Request	Excel File

Contact Main Purchasing at ext. 2-3055 or Facilities Purchasing at ext. 2-0138 with any questions.

Travel Advance	PDF File
Travel Advance	Excel File

Vendor Request Form	Link to the Accounts Payable site
Employee/Student Request Form	Link to the Accounts Payable site

The following forms must be filled out by a P1

PeopleSoft Access Request Form	Request PeopleSoft Role
Vista Access Request Form	Access Vista Reports
Request for PeopleSoft FVP Role	More Hall Use Only