Quick Reference Guides

On this page you can find Quick Reference Guides from all the UFS Departments.

Accounting and Financial Reporting Services

Z4 Payroll Document

Z4 Payroll Upload Process

JV upload example Excel file

JV Tips and Hints

Sales Tax Questionnaire

UBIT Questionnaire

Accounts Payable Services

PRD:
PRD Payment Information Lookup

PRD Display Tab

PRD Documentation in ECM (Enhanced Content Management))

Purchase Orders:
Purchase Order Check Number Lookup

PO Documentation in ECM (Enterprise Content Management)

Purchasing/AP Quick Reference Guide (May need to logon to protected Purchasing site)

Discretionary Expenditures:

Discretionary Expenditures Guide

Payroll Services

Employee Self Service Quick Reference Cards

• View Online Pay Statement
• Employee Self Service address change instructions
• Employee Self Service W2 instructions
• Employee Self Service DD instructions
• Employee Self Service W4K4

Business Officer Quick Reference Cards

• ZHRFLEX Report
• ZCCWBS Report
• Employee Pay to Pay Comparison V2.0
• Payroll Preliminary Posting Report
• Employee Hours by Pay Period
• Moving Expenses Entered Before Employee Start Date
• Request PA40 Personnel Action Workflow
• Approve PA40 Personnel Action Workflow
• Personnel Action Workflow Slides

Spinifex Reports

• Absence Report
• Employee Pay to Pay Comparison
• Employee Pay to Pay Comparison V2.0
• Employee Hours by Pay Period
• Employee with Supervisor
• Equity Report
• Home and Work Address Verification
• Infotype 0008 Locked Report
• Name History
• Payroll Preliminary Posting Report
• Quota Summary
• Timesheet
• Timesheet Totals

Research Financial Services

Reduction of Expenditures

Cost Transfer Policy (PDF)

Journal Voucher (JV) Explanation Form (DOC)

JV Tips and Hints (PDF)

JV Decision Tree (XLSX)

Research Financial Services Year End Reminders (PDF)

Service Centers and Recharge Operations Policy

Service Center & Recharge Operations Contact List FY17

Service Center Recharge Operation Rate Request Summary Template

Service Center Instructions

UK Revenue questionnaire template

Treasury Services

Online Transmittal System

Deposit Kiosk Instruction

Deposit Kiosk Training

Deposit Kiosk Instruction Guide

Form 8300 Helpful Hints

Form 8300 Sample Letter to Payer

Essentials for PRD Entry for Imprest Account Requests

Merchant Card Services

Chargeback Manager Quick Reference Card

Instructions for setting up Worldpay online access