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Advancement Services Paying with Foundation Accounts Finding Foundation Account Balance Look at screen 074 in FAMIS for your account. Add 3000 pool Available amt. in 94XXXX-XXXXX.

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Advancement Services

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advancement services

Advancement Services

Paying with Foundation Accounts

finding foundation account balance
Finding Foundation Account Balance
  • Look at screen 074 in FAMIS for your account.
  • Add 3000 pool Available amt. in 94XXXX-XXXXX.
  • Add *Total in 48XXXX-XXXXX (negative amt. at bottom right of screen).Example:Add: 943201 $ 5,103.60Add: 483201 $-4,533.37

Balance Available = $ 570.23

paying with procards
Paying with ProCards
  • Send Advancement Services the completed and signed ProCard transaction log, the original invoice(s)/receipt(s), and a copy of the JPMorgan Chase Bank statement.
  • Use your 48XXXX-XXXXX expenditure account number on transaction log.
  • Provide Purchasing Dept. authorization for computer-related merchandise.
  • Advancement Services prepares and sends disbursement authorization and attached documents to accounts payable.
paying on campus purchases
Paying On-Campus Purchases
  • Send Advancement Services a memo signed by your department head verifying accuracy of charge and giving short explanation of the expense and why it is appropriate to use Foundation funds.
  • Also, send invoice(s) and any other supporting document(s).
  • Advancement Services creates disbursement authorization and processes through Accounts Payable.
paying off campus purchases
Paying Off-Campus Purchases
  • Create an on-line transaction via FAMIS (L#, R#, E#).
  • Use FDN as sub-department code.
  • Provide complete, detailed description because Advancement Services only views the CANOPY Summary.
  • When Advancement Services approves the transaction, it is routed, via CANOPY, to your department head for approval.
  • Send invoice(s) and AP500 to Accounts Payable.
foundation scholarships
Foundation Scholarships
  • Prepare a scholarship disbursement form for department head’s signature.
  • Use 48XXXX-XXXXX account numbers on scholarship disbursement form.
  • Obtain appropriate signatures as indicated on form.
  • Students cannot receive cash awards from Foundation scholarships.