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Planning and Budget

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    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
    • CUNY Cash Accountability Policy
    • Expenditure Policy
    • Expenditure Guidelines (updated March 2022)
    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
    • Tax/Non-Tax Levy Tax Exemption Certificate
    • Tax/Non-Tax Levy W-9

     


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