Office of Business and Financial Services

OBFS

Accounting & Financial Reporting

Reports, Banner Account Codes, UFAS to Banner Crosswalks, Year-End Procedures, Reference Materials

Audit/Internal Controls

Employee & Supervisor Responsibility, Internal & External Audits

Budgeting

Budget Development Tips, Adjustment Requests, Budget Memo Log, Chicago Campus, Springfield Campus, Urbana-Champaign Campus

Business Development Services - UIC Only

Contract Types, OBDS Contract Process, HOT Topics, Contract Status, Newsletters

Business Travel

Advances, Reimbursement Rates, Requesting Reimbursement, Foreign Travel, Travel Resources, Per Diem Calculator, TEM Resource Page

Cash Handling

Chicago Campus, Springfield Campus, Urbana Campus

Contracts - Urbana Only

Contract Types, Contract Review Process, Common Problems

Enterprise Risk Management

Risk Culture, Resources and Tools, Reports, Presentations and Other Information

Equipment Management

FABweb, Equipment Acquisition, Equipment Records, Disposal and Redistribution Processes, Equipment Disposal Methods, Biennial Inventory

Gifts

Received by the University, Gift Funds Expenditure, Coding of Fundraising Costs, Gift Transfers, Gifts to Employees, Gifts from Employees, Gift Funds Returned to Foundation

Grants & Sponsored Projects

Indirect Cost Rates, ARRA, Effort Reporting, Banner Index Codes, Month-End Reporting, Audit Reports, Expenditure Reports, Links & Resources

iBuy (online purchasing) iBuy (online purchasing)

What's New, Overview, Get Started, Reporting, Training Resources, About the Project

Merchant Card Services

Getting Started, Merchant Operations, PCI DSS Policy, Training Resources, Supplies, Newsletters

P-Card

How To Get A P-Card, Ticketed Travel on the P-Card, Generic Vendors, Rejected Transactions, Training, P-Card Manual, Newsletters

Payments

Payments to Vendors, Payments to Students, Payments to Non-Employees (Honorarium), Payments to Employees (Reimbursements), TEM Resource Page

Payments to Foreign Nationals

University Payroll Services, Payment Eligibility Grid, Payments to Employees, Payments to Non-Employees, Travel and Expense Reimbursements, Other Payments, Tax Status Review Appointments

Payroll & Earnings

Customer Service, Adjustment Notification Application (ANA), Payroll Transaction Processing, Earnings Statements, Payroll Schedules, Payroll Distribution, Payroll Deductions, Tax Information, Tuition & Fee Waivers, Payroll Calculators, Address Change, Reports, Newsletters, Links & Resources

Purchases

Types of Purchases, Suppliers, Procedures & Rules, Ordering & Payment Methods, Reports, Quick Reference Guides, Newsletters, Supplier Diversity Program (MAFBE)

Training Center

Training Center Video Tours, OBFS Training Events Calendar, Curriculum Guide (PDF), Course Registration, Job Aids & Training Materials, Web-Based Courses, Other Training Resources

Treasury Operations

Cash Management, Capital Financing, Risk Management, i-card Programs, Agricultural Property Services, Merchant Card Services, Tax Compliance and Analysis, University Investments, Current Business Opportunities

University Risk Management

General Liability, Professional Liability, Auto Liability, Property Insurance, Claims, Workers' Compensation, Outside Vendors, Providers, Contractors, Acknowledgement of Risk and Release of Responsibility, Tenants and Users Liability Insurance Policy (TULIP)

University Student Financial Services & Cashier Operations

Accounts Receivable Operations (ARO), College Illinois!, Customer Service, Departmental Payments to Students, Detail Code Requests, Financial Reconciliation and Reporting Aids, IRS Form 1098-T Reporting

 

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