Welcome to the
NIU Financial Management System Forms Page.
 
This page contains business forms for submission of financial transactions to the Financial Management System.

These forms are Microsoft Excel and Word files.

These forms can be downloaded to your hard-drive and filled out for printing or emailing.

NOTE: To access the forms on this page, please use Office 2000, Office XP, or Office 2003. The macro level for Office 2000, XP, or 2003 needs to be set to Medium for the forms to function properly. Some adjustments and minor page tuning for your particular workstation and printer(s) may be neccessary depending on your video resolution and printer characteristics.

How to download FMS on line forms:

  • Click on the desired form icon.
  • At the prompt SAVE IT TO DISK, navigate to the appropriate folder to save the file and save it.
  • Minimize the browser and go to the folder where the file has been saved.
  • Double click on the file to execute Excel and load the form.

Note: For the Internet Explorer 6.0 and higher browser, the forms may be opened and completed in the browser. The macro buttons are fully functional in the browser. Be sure to save your completed form for your records.
Form Description
 Forms
Instructions

Accounting Forms

PO / AP Forms Matrix rev.8/31/07
Authorization to Travel
Rev. 01/13/03
 
Check Request
Rev. 08/31/07
 
Group Travel Advance
Rev. 02/09/07

 
 
Independent Contractor Certified Work Statement
Rev. 08/09/07
 
Independent Contractor Questionnaire
Rev. 09/20/02
Interagency Journal
Rev. 07/24/07
 
Interdepartmental Sales Journal
Rev. 02/09/07
Journal Entry - Long
Rev. 02/09/07
 
Journal Entry - Short
Rev. 02/09/07

 
 
Payroll Transfer Journal
Rev. 06/12/07
Procurement Card Journal Entry Form
Rev. 02/09/07
Procurement Card Equipment Form
Rev 03/02/07
 
Petty Cash Advance
Rev. 03/08/04
 
Travel Voucher
Rev. 07/31/07
 
Working Funds Advance
Rev. 03/08/04
 

 Accounts Receivable/Student Loans

Add Customer
Rev. 02/12/07

 
 
Customer Invoice
Rev. 04/24/07

 
 

 Budget Office Forms

Budget Transfer Request
Rev. 07/20/07
Cost Center Information
Cost Center Information
  
Foundation Support
(Fund 55) Budget Transfer
Rev. 07/20/07

 

 Procurement Services Forms

PO / AP Forms Matrix rev. 5/14/03
Purchase Requisition
Rev. 02/15/07
Sole Source Form
Rev. 03/06/06
Sole Source Justification Suggestions 

This page is maintained by Finance and Facilities.
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Last Updated: August 31, 2007