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 14:38 CSTUpdated:2022-01-05 14:05 CST
Sites:Russell Labs Hub
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