Purdue University Account Management Guidelines & Account Management Process Guide http://www.purdue.edu/SPS/index.html Account Management Basic Skills Presenters Joma Roe 45378 Jenny Siemers 44856 Bonnie Taylor 41074 Matt Clawson 46947 Leslie Vogel 41053
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Account Management Guidelines
Account Management Process Guide
Account Management at Purdue University exists to provide timely and accurate financial information to principal investigators, department heads, administrators and external funding providers. This information is used by Business Services and other university staff in decision making, project planning, policy analysis, program planning and long range financial planning.
Proper account management allows Business Services staff to be proactive rather than reactive and is increasingly important as we respond to diminishing resources. Proactive account management requires that each staff member integrate account management tools, techniques, and thought processes into their daily activities. This integration is a basic expectation for each Business Services staff member.
The Account Management Guidelines are expectations for Funds 500-699 (SPS Fund range), 700-750 (Dept. Gift Account Fund Range), and 840 (Endowments).
FOR SPS ACCOUNTS:
Maintain Allocability Supporting Documentation
proof of allocability.
Verify Appropriate Signature Approval
The authorization form should include:
Each purchase request should be reviewed for the appropriate authorizing signature!
Maintain Appropriate Balances
Steps to Clear Overdrafted Accounts
Departmental Business Office Staff is to confirm charges are being posted appropriately to the FSSR at various stages of the project
SPS Suspense/Dept. Default Account
Website to subscribe to suspense:http://directory.purdue.edu/directory-bin/majorcool
B. Management Reports
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