Policies and information for the processing and stewardship of financial transactions.
Fiscal Officer Responsibilities
University policy requires every fiscal officer to maintain consistent oversight of every account for which s/he is responsible.
- Definitions
- IT Purchasing Visual Guide (do you need to Complete IT Readiness form)
- IT Readiness form, once completed if PO needed upload to Disbursement/PO Request and someone will reach out to you about the PO prior to your purchase.
- Object Codes List
- PCard Manual
- Pcard Transaction Log (Keep track of your expenses)
- Prohibited Items
- Request Pcard (Watch Purchasing Pcard Video Training
- Request Pcard (Sign agreement and send to calfin@msu.edu)
- Training Video – Email notification (after your purchase)
- Training Video – Adding Accounting String and Line Description
- Training Video – Adding Note Text/Business Purpose and Uploading Receipts
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MSU NetId needed to login to the following resources:
- Academic Analytics-For access contact kvs@msu.edu
- Planning Analytics (Cognos) Resources and Training Documents – 2018
- Historical Planning Analytics Data (Cognos) (MSU Sign On)
- Legacy Budget Application (MSU Sign On)
- MAU Fiscal Officers
- Planning Analytics Application-For access contact desloov1@msu.edu
- OPB Information and Insights
Planning
- Fall Planning
- Spring Ask
- Business Plans
- Bolder by Design
- Archive Requirements
- D2L training required by University (MSU Sign On)
- OCCI (central policy) [PDF]
- Salary Savings