Forms and Instructions
Budget
- Manager Self Service (MSS) Approved Positions
- Baruch College FY22 Tax Levy and IFR Budget Modification Form
- Baruch College FY22 Non-Tax Levy Budget Modification Form
- Baruch College FY22 BAR03 Non Tax Levy Budget Modification Form
- Baruch College FY22 Tax Levy Budget Modification Form for Special Project or Research Funds
- DROPBOX ACCESS TEST link
- Dropbox Access File Test
Financial Forms and Instructions
Expenditures
- How to Run the Budget Expenditures Report
- Changing Chartfield String in Procurement
- CUNY Cash Accountability Policy
- Credit Card Usage Policy
- Expenditure Policy
- Expenditure Guidelines
CUNYfirst Access
The following forms can be found on CUNYfirst (PeopleSoft) Security, scrolling down to the ‘Financials’ section:
- Procurement User Access Request Form
- P-Card, T-Card & NET Card User Access Request Form
- Travel and Expenses User Access Request Form
CUNY Financial Report Menu Navigation
- Presentation – CUNY Financial Report Menu Navigation
- How to Run Top Queries?
- How to Schedule a Query in CUNYfirst?
Non-Tax Levy
- Non-Tax Levy Requisition Lifecycle
- 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