Financial Management University-Wide Policy Documents

Financial Review

Document Type Numbersort descending Extension Documents Revision Date
Forms 1101 FR.01 Financial Review Checklist June 12, 2024
Guides 1101 GD.10 Financial Review Principles September 29, 2020
Procedures 1101 PR.01 Controls and Business Process Questionnaire June 21, 2020
Procedures 1101 PR.02 Financial Transaction Review and Budget Monitoring July 6, 2021
Forms 1101 FR.02 Manual Journal Entry Request June 20, 2017
Procedures 1101 PR.03 Journal Entries November 16, 2017
Procedures 1101 PR.04 Balance Sheet Ledger Account Reconciliation & Certification May 31, 2024
Procedures 1101 PR.06 Approval Authority January 20, 2022
Procedures 1301 PR.04 Applying Facilities and Administrative Rate to Genomic Array Purchases June 2, 2017
Procedures 1301 PR.05 Residual Balance Fund Transfers May 15, 2023
Procedures 1304 PR.01 Award Set-Up Process for Sponsored Accounts June 23, 2020
Forms 1305 FR.03 Cost Transfer Documentation Matrix January 24, 2024
Forms 1305 FR.04 Cost Transfer Change Reason and Code Usage January 24, 2024
Forms 1305 FR.02 Manual Journal - Cost Transfer Justification January 24, 2024
Procedures 1305 PR.02 Cost Transfers Involving Sponsored Projects January 24, 2024
Procedures 1305 PR.04 Unallowable Costs April 22, 2022
Forms 1305 FR.01 Late Cost Transfer Calculator January 24, 2024
Forms 1306 FR.01 Cost Sharing Approval Request October 25, 2021
Procedures 1315 PR.03 Salaries Above a Sponsor Imposed Rate Cap and Other Program Salary Limitations June 26, 2017
Procedures 1315 PR.04 Effort Reporting October 27, 2022
Procedures 1410 PR.02 University Service Providers: Rate Calculations June 8, 2020
Procedures 1410 PR.03 University Service Providers: Accounting and Billing June 27, 2023
Forms 1410 FR.01 University Service Providers: Registration Form June 8, 2020
Forms 1410 FR.02 University Service Providers: Rate Calculation Worksheet April 25, 2024
Procedures 1410 PR.01 University Service Providers: Registration and Annual Renewal February 28, 2023
Procedures 1415 PR.01 Allocating the Cost of University Services February 6, 2012
Policies 1501 University Auditing February 1, 2006
Procedures 2100 PR.01 Executing Revenue Agreements April 26, 2023
Forms 3215 FR.09 120-366 Day Taxable Expense Reimbursement August 18, 2021
Procedures 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) January 9, 2020
Forms 3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations January 24, 2023
Procedures 3215 PR.03 Yale Spend Authorization (Cash Advance) February 18, 2022
Forms 3401 FR.04 Centralized Billing Account Maintenance February 15, 2024
Procedures 4203 PR.01 Accounting for ITS Capital Projects June 28, 2017