Forms 

List of Forms
Name Description
Chartfield Request FormOpens in new window
Revised 07/2023

Request a new chartfield (i.e., account, fund, department, program, class, project) or modify, reactivate, or inactivate an existing chartfield using AdobeSign. For more information: About Chartfield Request FormsOpens in new window .
 
CSU Chargebacks Template Opens in new window
Revised 10/2024 		Upload chargeback transactions into the PeopleSoft Financial system (CFS); for Service Provider use only. For more information: About Chargebacks.
Expenditure Transfer Request (ETR) AppOpens in new window
(New - launched 12/15/2021)
Revised 12/2021 		Process expenditure corrections (ACTUALS transactions only). For more information: About ETRs and ETR examplesPDF File .

Reminder: The ETR web application replaces the process of using Excel with macros. All ETR requests using the Excel file with macros are NO LONGER ACCEPTED after December 31st, 2021. 
Deposit or Reimbursement to University AccountOpens in new window
Revised 10/2024 		Deposit funds at the Cashier's Office. 
Deposit or Reimbursement to University Account (PCD)Opens in new window
Revised 02/2022 		Reimburse the University for disallowed purchases (PCD transaction must be posted to account 660898 in Concur).
New Trust Account AgreementPDF File
Revised 01/2020 		Establish new trust fund. For more information: About New Trust Accounts.
Request for InvoiceOpens in new window
Revised 03/2019 		On-demand request to record (1) expense reimbursement that’s already been made (abatement) or (2) accounts receivable (revenue). For more information: About Request for  Invoice.
When submitting form, please provide customer's email address; we will only be emailing PDF invoices during the Covid-19 pandemic.
Service Provider AgreementPDF File Opens in new window
Revised 03/2013 		Request to be a new Service Provider. For more information: About Chargebacks.