Choose a fiscal topic below and download a resource.

• SOURCES OF FUNDS

  Gifts and Grants, Q&A Flowchart - What requirements apply to your gift or grant?

  Endowments

• FINANCIAL REPORTS

  Getting the Monthly Financial Report-Instruction Guide

  15-Instruction Guide _Getting the Monthly Financial Reports

  Reviewing Your Department's Available Balance in PeopleSoft

  Reviewing Transactions in PeopleSoft - Instruction Guide

  Reviewing a Deposit

  Reviewing an Expense Report

  Reviewing a Journal Entry

  Reviewing PCard Charges-Instruction Guide

  Reviewing a Voucher

• RECEIVING FUNDS

  Cash Check Handling

  Credit Cards and Credit Card Terminals (Swiping Machines)

  Opening and Closing Change Funds

  Master Gardner Plant Sales

  Eventbrite (coming soon)

• DEPOSITS

  Fund 171- Reporting Gifts-In-Kind

  Fund 171- Making A Deposit of Foundation/Donated Funds

  Recording the Bank Deposit in myUFL

  Recording Credit Card Deposits in PeopleSoft

  Check Deposit Log, FY20XX

  Reviewing a Deposit-Instruction Guide

  Recording the Bank Deposit in myUFL

• SALES/USE TAX

  Sales Use Tax Report Form

  Tax Only Sales Use Tax Report Form

  SalesTax in Florida

  Florida Sales Tax publication, Business Owner's Guide for Sales and Use Tax

  Discretionary Sales Surtax 2023

  Discretionary Sales Surtax 2024

• PCARDS

  Instruction Guide – Verifying/Approving PCard Charges

  PCard-Information and Activation

  Wholesale Club Memberships

• SHADOW ACCOUNTING SYSTEM

  Instruction Guide - Updating the Shadow System

  6035XXXX-182-3300-CRRNT - Model 2

  6035XXXX-171-3300-CRRNT

  SharePoint Shared County Folders

• WIRELESS DEVICE ALLOWANCE (WDA) POLICY UPDATE

  Wireless Device Allowance Policy

• MyUFMarketplace

  Creating an Amazon cart in MyUFMarketplace 

More guidance for your Fiscal questions is available from UF Accounting and Finance: UF Financial Toolkits