| Form Name |
Primary Contact |
Accounting
|
| Journal Entry (XLS) Once completed, save JE as Excel Spreadsheet (not PDF), attach supporting documents and submit by EMAIL to accounting@macalester.edu |
Tracy Arndt |
| More Information — Accounting Policies, Guidelines and Resources |
Cash and Cashiering
|
| Department Cash Buy Form (PDF) (In order to fill in and/or complete the form with your PC, we have found Chrome most successful.) |
Dave Berglund |
| Department Cash Return Form (PDF) |
Dave Berglund |
Department Deposits (PDF) (Using Chrome on a Macintosh, you may need to download the document to your hard drive before completing the form, and open with Adobe Reader)
|
Elmira Marshall |
| Interdepartmental Cash Log (PDF) |
Dave Berglund |
| Petty Cash Reimbursement (less than $50) (PDF) |
Elmira Marshall |
Contracts, Purchasing and Discounts
|
| Standard Engagement Contract (PDF) (When using Chrome may have to save to hard drive first, open with Adobe Reader, then save edits to customize contract) |
Matt Rumpza |
| More Information — Contracts, Purchasing and Discounts Policies, Guidelines and Resources |
Employee Reimbursements
|
Check Request (PDF) (You may need to download the document to your hard drive before completing the form; open with Adobe Reader)
Step-by-Step Check Request Instructions |
Michelle Bitney |
| Missing Receipt Declaration (PDF) |
Michelle Bitney |
Finance System Access and Approvals
|
|
| Finance User Access, Authorizations, and Approval Limits (PDF) (You may need to download the document to your hard drive before completing the form; open with Adobe Reader) |
Aimee Baxter |
| Signature Form (PDF) |
Patricia Langer |
| More Information — Access and Approvals Policies, Guidelines and Resources |
Pcard
|
| Pcard Application (PDF) (In order to fill in and/or complete the form with your PC, we have found Chrome most successful, or you can save the file and then open with Adobe Acrobat) |
Grace Wood |
| More Information — Pcard Policies, Guidelines and Resources |
Tax and Taxation
|
| Taxable Prize or Award/Gift Form (PDF) |
Grace Wood |
| Taxable Prize or Award/Gifts to Non-Macalester Recipients (PDF) |
Grace Wood |
| More Information — Tax and Taxation Policies, Guidelines and Resources |
Travel
|
| Currency Conversion Worksheet (PDF) |
Matt Rumpza |
| Faculty Travel and Research (FTR) Fund Application (PDF) |
Brenda Piatz |
| 2018 Travel Expense Report (XLSX) |
Matt Rumpza |
| Travel Cash Advance Request (PDF) |
Matt Rumpza |
| More Information — Travel Policies, Guidelines and Resources |
| Grant Travel Forms |
Vendor Payments
|
| Check Request (PDF) |
Michelle Bitney |
| Vendor Direct Deposit Form (PDF) |
Michelle Bitney |
| Vendor W-9 Request (PDF) |
Michelle Bitney |
| Statement of Services Performed Outside the US (PDF) |
Matt Rumpza |
| Wire Transfer Request (PDF) |
Matt Rumpza |
| More Information — Vendor Payment Policies, Guidelines and Resources |
Macalester