Forms and Instructions
Microsoft Excel Macros Security Issue Solution
The below file contains instructions on how to fix the Microsoft Excel Macros Security block that prevents macros from being enabled, and also instructs users on how to enable macros:
Microsoft Excel Macros Security Fix
Budget Modification Forms
- Tax Levy and IFR Budget Modification Form-FY23
- Non Tax Levy Budget Modification Form-FY23
- Tax Levy Budget Modification Form for Special Project or Research Funds-FY23
Expenditure Processing and Reporting
Expenditure Usage Information
- How to Run Budget Expenditure Detail Reports (updated May 2023)
- Changing Chartfield String in Procurement (updated January 2022)
- How to Schedule a Query in CUNYFirst (updated January 2022)
- Video instructions for using Procurement in CUNYFirst 9.2 is available on Blackboard here.
CUNYfirst Access
The following forms can be found on CUNYfirst (PeopleSoft) Security, scrolling down to the ‘Financials’ section:
- NY State Credit Card User Access Form (P-Card, T-Card & NET-Card)
- Travel and Expenses User Access Request Form
Policies
Non-Tax Levy
- Non Tax Levy Personnel Action Form (PAF)
- Payment Request Form
- New Hire Paperwork
- New Hire Pay Rate
- Authorization Request to Create a New Baruch Non-Tax Levy (BAR55) Account
Travel & Expense
- CUNY Credit Cards, Travel and Expenses References
- SFS Vendor ID Request Worksheet
- NYS Tax Exemption Certificate
- Travel Expense Submission Cover Sheet
- Travel Expense Worksheet
- Statement of Automobile Travel
Tax Forms