Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
Policies related to Administration and Finance (A&F) departments are often found by searching the official University policies page. A&F policies in the process of being transitioned into the proper accessible format are temporarily found on our policy box hub. A "policy" may also be a guideline or procedure and not an official University policy, in which case it will be available on the A&F site Resource Listing page.
Submit to General Accounting to request automated booking of bank transactions.
Review fiscal year-end close dates and key business day schedules.
This guide helps users navigate Fundriver, access reports, manage login access, and understand key system features for the University’s endowment management platform.
Review requirements and responsibilities for reconciling general ledger accounts and resolving reconciling differences in UR Financials.
Review journal entry approval requirements, processing procedures, and documentation standards in UR Financials.
This list contains all available spend and revenue categories and where each are mapped to the general ledger accounts.
Submit to General Accounting to record transitions to the affected Financial Accounting Object (FAO) in the UR Financial system, including departmental transfer of charges or interdepartmental purchases.
Review monthly financial close schedules and important journal and approval dates.
Review instructions and requirements for requesting to add a new Financial Activity Object (FAO) in UR Financials.