Division of Finance

In this section

• Forms, Policies, and Procedures
• Training & Presentations
• Calendar & Schedules
• TIPS of the Week
• FAQ
• Human Resources
• News
• Contact Us

• Accounts Payable
  • Human Subjects Procedures
  • Direct Deposit Authorization Form for AP Payments
  • Deposit Transmittal Form
  • Direct Pay Request Instructions
  • Direct Pay Request Form
  • Purchasing Policy and Procedures
• Advancement
  • Gift vs. Grant Checklist
• Budget
  • Campus Capital Request Detail Form
  • Principal Investigator Research Support (PIRS)
  • Budget Submission Instructions
  • Position Planning Worksheet Form
  • Capital Budget Calendar 2011
  • Supplemental Pay Form and Instructions
  • Operating Budget Change Request Form
  • Operating Budget Change Approval Form
  • Budget and Forecast Module (IACS Supported Applications)
  • Overdraft Policy & Procedures
• Cash Management Policies
  • Rensselaer Cash Collection Policy
  • Appendix B - Phased Deposit Plan
  • Rensselaer Credit Card Use Policy
• Financial Reporting (Accounting)
  • True Underwater Endowment Procedure
  • Quasi Underwater Endowment Procedure
  • Record Retention Policy
  • Campus-wide Financial Transaction Request Policy (FTR)
  • FTR Form (PDF)
  • FTR Form (Excel)
• Gift Endowment and Gift Funds
  • Administrative Surcharge Policy Feb 2005
  • Restricted Gift Funds
  • Gift Surcharge Implementation Detail
  • Gift Fund Hierarchy Nov 2004
  • Endowment Funds
• Non-resident Aliens
  • Payments Made to Nonresident Aliens Policy and Procedure Manual
• Payroll and Labor Accounting
  • International ACH Transactions Notification and Form
  • Supplemental Pay Form and Instructions
  • Supplemental Pay Policy
  • Payroll Direct Deposit Authorization Form - Students Only
  • Payroll Direct Deposit Authorization Form - Faculty & Staff Only
  • ARRA Income Tax Withholding Rate Change Notice
  • PTO Training
  • Earnings Codes
  • Electronic W-2 Sign-Up Instructions
  • Labor Verification Statement Schedule
  • Labor Verification Policy and Procedures
  • Labor Verification FAQs
  • Labor Distribution Change Form
  • Labor/Tuition Cost Transfers Involving Sponsored Funds Form
  • Student Award - Payroll Authorization
  • Hourly Payroll Time Report Form
  • Student Authorization/Cancellation Form
  • Student Employees and Fica Exemption Clarification
  • Employment Transaction Form
  • Form W-4
  • Form IT 2104-E
  • Form IT 2104
• Research Administration & Finance
  • Sponsored Funds Non-Salary Cost Transfer Form
  • No-Cost Extension Procedures
  • Conflict of Interest Questionnaire
  • NIH PI Salary Cap Worksheet
  • Graduate Student Appointment Request Form
  • Space Requirement Form
  • Project Information Form
  • Award Change Request Form
  • Encumbrance Relief Form
  • Establishing A Bridge Fund
  • Request for Bridge Funding Form
  • Request To Issue A Subaward/Subcontract Form
  • Subcontract Procurement Requirements Form
  • Request To Change A Subaward/Subcontract Form
  • Research Specific Policies
• Travel and Entertainment
  • Travel and Entertainment Policy - Effective March 2013
  • Purging Itineraries and e-Receipts from Concur
  • Guest Traveler Disclaimer Form
  • Enterprise Updated Procedures
  • Non-travel credit card charges - Expense report procedure
  • Student and Visitor Travel and Expense Options
  • E-Receipt Vendors
  • Concur Authorization Form - Faculty and Staff
  • Concur Authorization Form - Students
  • Concur Authorization Form - Visitors
  • CAT Travel Fee Schedule
  • Concur Direct Deposit Authorization Form
  • Account Codes by Expense Type
  • Mileage Rates
  • Travel and Entertainment Expense Report Short Form
• Interim Procedures for Travel and Purchasing
  • Operating and Change Funds Procedures
  • FAQ's from Purchase and Travel Meeting
  • Petty Cash Reimbursement Request Form
  • Petty Cash Reimbursement Procedures
• IACS Supported Applications

  Includes Banner, Appworx, and Budget and Forecast Modules