Advancement services
Download
1 / 6

Advancement Services - PowerPoint PPT Presentation


  • 356 Views
  • Updated On :

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.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Advancement Services' - omer


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
Advancement services l.jpg

Advancement Services

Paying with Foundation Accounts


Finding foundation account balance l.jpg
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 l.jpg
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 l.jpg
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 l.jpg
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 l.jpg
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.


ad