Finance Hub

Topic

Which topic do you need help with?

Relationship to UF

Select which best describes you best regarding this inquiry

Current UF Employee/StudentOther

UFID

Your UFID

Please describe yourself.

Requestor Information

Name

Business Name

Phone

UFID

If you recall your UFID please provide

Please describe yourself.

Questions

Which best describes your role?

What do you need assistance with?

Adding and Modying approvers requires the Department ID myUF Marketplace Authorized Approver Form for Requisitions and Invoices. Please visit the Department Approvers webpage for complete instructions and attach the completed form below. *Note* All invoice approver additions, removals and changes require an updated form.

To learn more about change orders, please visit our toolkits.

Did you know you could close your own POs? Review toolkit for instructions.

For common error messages, please visit https://www.fa.ufl.edu/directives/common-error-messages/

For frequently asked questions, please review the FAQ.

Need to find out how to create a recurring invoice? Click here.

Need to access or edit a returned invoice? Click here.

Please do not reject invoices that do not belong to your department.

For a Walkthrough on making changes to an existing supplier portal: Click here

System Number(s)

Please enter the Purchase Order (PO) number(s) below.

Please enter the Invoice number(s) below.

Please provide the Credit Memo number(s) below

Please provide the Voucher number(s) below

Deposit Unit

Please provide the Deposit ID number(s) below

Provide the invoice number for disbursements to determine where the invoice belongs. Invoices that are rejected cannot be paid and thus should only be rejected by the invoice department owners.

System Number

Invoice/PO/Requisition/Change Order/etc.

System Number

Invoice/PO/Requisition/Change Order/etc.

1099 Request

Calendar Year of Request

Mail

Address

City

State

Zip

Please email the requested copy of the 1099 to the address above

To request a new combination code, please select the following link: https://www.fa.ufl.edu/directives/requesting-combination-codes/

Please review our chartfield information at https://www.fa.ufl.edu/directives/chartfield-changes-and-maintenance/

Who will be the consumers of this data?

Please provide any specific criteria you need

i.e. Fiscal Year, Expenses Only

Please use this field to suggest financial report updates within Enterprise Analytics.

Describe if you need the PO Closed or Re-Opened in the "Please describe what you need assistance with" box

Name of Unit Leader

Title of Unit Leader

What amount is being requested for the internal loan?

Detail the reason why an internal loan is being requested instead of utilizing available internal funds from reserves or operations.

What funds will be used for the repayment?

Detail the repayment plan, including a contingency, of the principle and interest for this internal loan.

Please provide the anticipated chartfield string for the repayment (the final chartfield string will be required as a part of the internal MOU documents).

Capital Project Name

What is the Capital Project Status?

If applicable, list the Capital Project Number:

What is the estimated project start date?

What is the total cost of the capital project?

Attach any information to assist with the review and approval of the internal loan.
(Examples could be capital project plan, contract, gift pledges, purchase order)

Description of the equipment:

What is the total cost of the equipment?

When is the estimated purchase date?

Is procurement aware of this purchase?

YesNo

Please check with procurement to ensure all procurement policies are considered before purchase.

Select the requested loan term:

Please note that equipment loans cannot exceed the useful life of the equipment and the CFO's office may alter the length of the loan if needed for total University Cash Flow requirements.

Attach any information to assist with the review and approval of the internal loan.
(Examples could be equipment quote, contact or requisition)

What is the total amount being requested?

What is the Department ID for the fund transfer if approved?

Why was this not included in the original budget submission?

Explain the potential impact of the requested funding on enhancing educational quality, supporting research endeavors, improving infrastructure, or advancing our commitment to student success and academic excellence.

Please provide any additional information you wish to include:

Attach any information to assist with the review and approval of the requested funds.

To learn more about the different methods for banking deposits please visit this link.

Type of Request

Change to Existing Fund Request Form

Denomination	Quantity	$ Amount

Total $ Amount

New Change Fund Request Form

New Petty Cash Request Form

For more information about Deposit Corrections (DPC Journals) please select this link.

Below are the relevant toolkits for:

Entering Cash and Check

Credit Card

EFT/ACH/Wire

Click here to see our EFT/ACH/Wire log. If your missing payment is on the log, please provide the Payment ID of transaction

To receive EFT/ACH/Wire funds, this form must be completed and uploaded below.

BMS handles the ordering of deposit tickets for departments. Please enter information below for deposit tickets. All other supplies are ordered via Market Place.

If you are ordering for someone else, please enter the department number below.

Department Number

Shipping Address

If you are picking up your order, please enter N/A.

Please select this link to find out if a payment was issued to you.

Please provide the amount and date of the payment below

For more information, please visit our Credit Card page.

Please describe department/unit need for eCommerce/Credit Card:

Please describe what you need assistance with:

I have an attachment to upload

File Upload

Please include a screenshot of the error message or invoice.

File Upload

Asset Management

For assistance with Asset Management, please email property@admin.ufl.edu.

Auxiliary Accounting

For assistance with Auxiliary Accounting, please email ga-aux@ad.ufl.edu.

Bursar

To contact the Bursar's Office, please click here.

Construction Accounting

For assistance with Construction Accounting, please email faca@admin.ufl.edu.

Effort

For assistance with Effort, please email effort@admin.ufl.edu.

Space

For assistance with Space, please email spacealloc@admin.ufl.edu.

Surplus

For assistance with Surplus, please email surplus-fa@ufl.edu.

Travel

For PCard and Travel Support, please click here.

PCard

For PCard and Travel Support, please click here.

Budget Request

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