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.