Click to show/hide contact information.
Accounting Operational Procedures During the COVID-19 Crisis
In response to the COVID-19 crisis, during this period of remote operations, UCSC Accounting has developed a series of new electronic document submission processes. Please review the information below and contact the relevant email group if you have any questions.
When submitting reimbursement documentation, please submit one consolidated information package for each reimbursement (do not combine multiple reimbursement transactions). To help with processing efficiency, the package should include the relevant reimbursement form (Direct Payment, Post Travel, ERF) followed by any email approval authorization attachments and required receipt documentation. Please also include a current non-campus address on each form. In all instances, retain all original paper documentation for possible submission to Accounting at a later date. |
|
DocuSign Electronic Signature for Accounting Forms
|
|
For more information on submitting signed forms to Accounting directly from DocuSign, please see our DocuSign in Financial Affairs resource. Note: The I-94 and CTE Card forms are presently not accepted through DocuSign. Please see below for instructions on submitting these forms to Accounting. |
|
Common Accounting Form Submission Information
|
|
Direct Payment and Payee Setup 204 forms Our new Direct Payment web form and Payee Setup 204 PowerForm are now setup to leverage DocuSign for electronic signatures/authorizations, and automatic workflow routing. Post Travel and ERF forms Submit one package of documents (including required approvals and receipts) for each reimbursement to apdocs-group@ucsc.edu. I-94 forms Presently Filelocker may be used to protect and transfer Personally Identifiable Information. In FileLocker, search for “ach204” in the USER ID search field to upload documents. Contact finpolicy@ucsc.edu for assistance or questions. Moving/Relocation Reimbursement form Submit approved form and all receipt documentation to newhirerelocation@ucsc.edu. Delegation of Authority form Submit to finpolicy@ucsc.edu. Special Check Handling form Submit to finpolicy@ucsc.edu. Corporate Travel and Entertainment Card (CTE) form Submit approved form and all receipt documentation to ctecard@ucsc.edu. Travel Advance Request (TAR) form Submit approved form and all receipt documentation to tars@ucsc.edu. ProCard statements Please see the Submitting your Statement section of the Pro-Card Guide for more on using the preferred method for statement submission through DocuSign. You may also submit signed and scanned ProCard statements, along with all receipt documentation, to procard@ucsc.edu. Retain all original paper documentation for submission to Accounting after the remote operating cycle ends. Equipment EIMR and EQ920 forms Submit approved documentation to eq.administration@ucsc.edu. |
|
|
|
Travel Cash Advance Repayments and Travel Refunds
|
|
Travel cash advance repayments and travel refund checks should be sent to the following address:
UC Santa Cruz
Attn: Ed Moran – Accounting
1156 High Street
Santa Cruz,
CA 95064 |
|