Financial - Tracking Form Instructions

How to find the tracking form and how to fill it out

Audience

  • Entomology, Plant Pathology, and Forest & Wildlife faculty, students, and staff; Hub staff

Overview

Link to tracking form: Trackingform.pdf

Uses

Tracking forms can be used for ShopUW+/DoIT expense allocation and pro card expense allocation.

How to Fill Out the Form

  1. Make sure to check in the box if it is ShopUW+/DoIT or purchasing card. 

  2. Fill out: 
  • cardholder name (whoever's name is on the card) or ShopUW+ #, order date (day purchase was made)
  • what is being purchased and why it is needed and how it benefits the UW and/or research
  • choose appropriate account code from the list unless not listed- then choose other and explain. Your department's financial specialist will figure it out. 
  • the funding string as completely as you can 

Questions

Please contact your department’s financial specialist.




Keywords:russell lab hub administration, finance tracking form, instructions, pro card, ShopUW+, doit, credit card, procard, p-card   Doc ID:64180
Owner:Margaret W.Group:Russell Labs Hub
Created:2016-06-16 15:38 CDTUpdated:2022-03-07 17:31 CDT
Sites:Russell Labs Hub
Feedback:  0   0