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Financial & Accounting Services

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Student Financial Services

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Frequently Asked Questions
Students & Parents
Faculty & Staff
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Accounts Payable

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Budget & Financial Planning

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Endowment & Trusts

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External Financial Reports

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Projects & Fixed Assets

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Grants

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Insurance

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Monthly Reporting

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Payroll

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Policies & Procedures

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Tax

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Year End

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Forms

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Glossary

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Feedback & Questions

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Contact Us


Campus Financial Representative Group


Upcoming Meetings
*TBD

September 2008 Meeting - Accounts Payable
*Presentation Slides
*AP Information Sheet
*Salary Encumbrance Quick Reference Guide

November 2008 Meeting - Capital Budgeting & Projects
*Presentation Slides
*FY10 Capital Funding Request Form
*Project Decision Tree
*Procedures for Submitting a Project Request
*Project Summary Request Form Example
*Cognos Report Example
*Project Summary Request Form Example
*Top 10 Account Codes Used in Projects

December 2008 Meeting - HR & Payroll
*Presentation Slides
*2009 Human Resources Calendar (Payroll Deadlines/Holidays/Orientation)
*HR Department Directory
*Student Disbursement Form
*Decrease in Mileage Reimbursement Rate Memo (effective 01/01/09)

January 2009 Meeting - Purchasing
*Presentation Slides
*Purchasing Handouts / Forms

February 2009 Meeting - Business Diversity Programs
*UNC System Website for Design and Construction: www.nc-sco.com
*State Construction Website of NC: www.northcarolina.edu/vendors
*State of NC Interactive Purchasing System (IPS): www.ips.state.nc.us/ips/catbids.asp

March 2009 Meeting - Fixed Asset Inventory System
*Presentation Slides
*Fixed Asset Website

April 2009 Meeting - Financial Research Compliance
*Presentation Slides

October 2009 Meeting - Purchasing Plus
*Presentation Slides

February 2010 Meeting - New Accounts Payable Policies
*Presentation Slides
*Introduction to new Travel, Meals, and Entertainment Policy and Business Expense Policy
*Business Expense Policy
*Travel, Meals & Entertainment Policy

September 2010 Meeting - WFU Budget 101
*Presentation Slides

March 2011 Meeting - Capital Request Process and University Chart of Accounts
*Presentation Slides

April 2011 Meeting - Introduction to Deacon Depot (e-Procurement)
*Presentation Slides

May 2011 Meeting - Fiscal Year End Close
*Presentation Slides


Glossary of Finance Terms
This document contains the definitions of many finance terms.

Questions and comments 
If you need to ask a question dealing with campus financial services and communications issues, please contact one of those listed below. Fax documents to (336) 758-3884. You may also email questions by clicking on a name listed below.

Contact Name

Phone Number

Amy Ciaccia,
Assistant to AVP for Finance & Controller

x5233

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Wake Forest
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