Access Request Form
Finance Access Request Form | Instructions
Used to request access to:
- Banner Finance forms, Oracle and/or Web Focus Finance Reports
- Check Request and Reallocation of Expenditures web forms.
- Finance access in Perceptive Content - Any or all of the following:
- View Financial Services and Operations (formerly Accounting Services - AS) documents, such as invoices, blanket or purchase orders, journals, etc
- Approve Blanket Invoices and PO Receiver documents in Perceptive Content.
- Website to upload Purchasing Card Statements and receipts (loads pdf documents into Perceptive Content).
- Website to upload pdf or tif documents that are processed by Financial Services and Operations personnel.
Cashier's Deposit Form
- Used to make a cash deposit into a specific account
Cell Phone & Internet Reimbursement Allowance Request Form
- Monthly allowance reimbursement form for cell and/or Internet service.
- Additional Information:
Check Request Form 
- Web form requires that user has been given access (userid and ISO password required)
- Used for items where a purchase order is not required
- Additional Information:
Fabricated Equipment
- Needed for Capital Fabricated Equipment ($5000 or greater)
- Financial Services and Operations will assign an equipment tag number for the fabrication
Honorarium (US Citizen or Resident)
- Form of gratitude toward a US citizen or resident (non-Michigan Tech employee) in return for the individual's willingness to participate in a University event of short duration
- Honorarium does not constitute compensation commensurate with actual services and is 1099 reportable.
- Additional Information:
Honorarium Request and Honorarium Compliance (International Visitor)
- Form of gratitude toward an International visitor (non-Michigan Tech employee) in return for the individual's willingness to participate in a University event of short duration
- Honorarium does not constitute compensation commensurate with actual services and may be 1042-S reportable.
- Request is filled out by Michigan Tech department staff
- Compliance is filled out by International Visitor after Honorarium Request has been approved.
- Additional Information:
Invoice Request | Instructions
- Billing of services/supplies that Michigan Tech provides
- Amount billed must be over $50.00 in order for Financial Services and Operations to process and invoice
- The form cannot be used to bill enrolled students.
- This form cannot be used to bill University departments
Meals and Banquets
- Entertaining by Michigan Tech employees at University/non-University facilities (not to include alcoholic beverages.)
- Policy (2.03) and Procedure (2.03.1)
Payroll Account Distribution Change—Payroll form
- Used to request payroll account distribution change for future payroll dates.
- Form has been replaced by EPAF (Electronic Personnel Action Form).
Payroll Reallocation—Payroll form
- Used to request payroll index distribution change (for past payroll dates)
Petty Cash/Change Fund Reconciliation form
- Used to count and verify the fund by a new custodian for any new transactions.
Petty Cash Reimbursement Request
- Used to request reimbursement for petty cash expenditures
Reallocation of Expenditures
PDF | Excel | Instructions 
- Used to reallocate expenses paid to new index and/or account code
- Web form requires that user has been given access (userid and ISO password required)
Request for Use of University Property Off Campus
- Used for authorization and to notify property office when University property is used off-campus
Request for Budget Transfer | Instructions
- Used to reallocate budget amounts to new index and/or account code
The symbol indicates that it is necessary to log in with your user id and ISO password.
The
symbol indicates the information is only accessible from on-campus.