Forms Library
Advance
Cash Management
Chart of Accounts
CIP, Fixed Assets, & Material Management
Confidentiality Agreement
Corporate & PCards
Expense Reporting & Reimbursement
General Request
Group Travel
Hiring
Inventory Operations
Journal Entries
Merchant Credit Card
Payroll
Payments & Purchasing
Student Prizes & Awards
Student Tuition
System Access
Working with Suppliers
Advance - Payables
Cash Management
Combined Cash & Check Form (Miscellaneous Receipt Form)
Chart of Accounts
Activity Segment Request (xlsx) updated 03/14/2016
Endowment Funding Segment Request (xlsx) updated 03/01/2017
Gift Facilities/Construction Funding Segment Request (xlsx)
Gift Funding Segment Request (xlsx) updated 03/14/2016
Funding Segment Request (xlsx) updated 03/14/2016
Natural Class Segment Request (xlsx) updated 06/23/2016
Organization Segment Request (xlsx) updated 05/12/2016
SubActivity Segment Request (xlsx) updated 03/14/2016
General Request eForm (to be used when submitting above requests)
CIP, Fixed Assets, & Materials Management
Construction in Progress Setup Form
Equipment Transfer/Sale/Gift Request Form
Confidentiality Agreement
Corporate & PCards
Corporate Card Cardholder Agreement Form
Corporate Travel Card Credit Line Increase Form
Procurement Card Distribution Account String Change Request
Procurement Card (PCard) eForm
- Submit business purpose, chart string and receipt >$75* for P-Card transactions. (Prior to Sweep turnaround)
Expense Reporting & Reimbursements
Expense Report eForm (Employee Reimbursement)
- Request an iExpense Expense Report for a Dartmouth Employee be prepared by the Finance Center. (3-Day turnaround)
iExpense (Employee Reimbursement)
Payment Request eForm (non-Employee Reimbursements)
- Request an AP Payment (5-Day turnaround)
Business/Travel Itemization Template (for use with the Payment Request eForm)
General Request
- General Request - Request payroll actions, chart of account or access changes, reports, payment status or general requests. PASF turnarounds: New Hire: 2-Day; Termination: 3-Day; HRMS: 2-Day from approval
Group Travel
Hiring
- Request payroll actions, chart of account or access changes, reports, payment status or general requests. PASF turnarounds: New Hire: 2-Day; Termination: 3-Day; HRMS: 2-Day from approval
Geisel PASF Information Template (to be used with the General Request eForm)
PASF Information Template (to be used with the General Request eForm)
PA Smart Form (Personnel Authorization Smart Form System)
Inventory Operations
Journal Entries
Corrections, Journals, and Transfers eForm
- Request correction of a misallocation or internal charge transfer through a journal entry. (5-Day turnaround)
SPUD Journal Entries
WebADI Template (Journal Entries)
Merchant Credit Card Account Request Form
Payroll
Hourly-Paid Employees Revised/Prior Timesheet
Hourly-Paid Student Employees Revised/Prior Timesheet
- Request a change in future dated labor scheduled. (2-Day turnaround)
Non-Resident Tax Exemption Form
Payroll Mailing Labels and Instructions
Retroactive Wage Transfer Request
Student Employee Lump-Sum Questionnaire
- Request a retroactive change in labor charges. (2-Day turnaround)
Payments & Purchasing
Geisel Mobile Communication Device Request
Geisel Mobile Communication Stipend Request
Internal Stockroom Requisition Form
Independent Contractor Questionnaire (For use with the CMS System)
Note: this form should be digitally signed with an Adobe Digital ID
International Staffing Questionnaire
Payment Request eForm (Invoice and Other Payments)
- Request an AP Payment (5-Day turnaround)
Procurement Card (PCard) eForm
- Submit business purpose, chart string and receipt >$75* for P-Card transactions. (Prior to Sweep turnaround)
- Request creation or increase an existing purchase order OR Submit an Independent Contractor Form for review and approval. (2-Day turnaround)
Mobile Communications Device Request
Mobile Communications Stipend Request
Student Prize & Awards
Student Prizes & Awards Request Form
- Request processing of a cash or report a non-cash award to a student. (2-Day turnaround)
Student Tuition
Tuition Prepayment Plan Contract
To request a copy of the contract, please send a message to Student.Financial.Services@Dartmouth.edu.
System Access
Working with Suppliers
Independent Contractor Questionnaire (For use with the CMS System)
Note: this form should be digitally signed with an Adobe Digital ID
International Staffing Questionnaire
Sole Source Justification
Note: this form should be digitally signed with an Adobe Digital ID
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