Faculty and Staff
Finance Forms
These forms can be filled out online and then printed on a networked printer. All forms are in Portable Document Format (PDF) and we highly recommend use of the Adobe Acrobat Reader® 4.0 or higher, as we have encountered some minor incompatibilities using version 3.01. This software is available on campus free of charge - for assistance, please contact the CCC Helpdesk at helpdesk@wpi.edu or call x5888.
IMPORTANT NOTE: On some forms there are boxes in which you can type multiple lines of text - if you type beyond the borders of the box, the text will not appear when the form is printed! You are limited to the confines of the box!
- Banner Finance Access Request Form (pdf, 90kb)
- New Fund/Org Request Form (pdf, 121kb)
- Interdepartment Transfer/Journal Entry Form (pdf, 112kb)
- Salary Redistribution Form (pdf, 15kb)
- Sole Source Vendor Justification/Price Verification Form (pdf, 65kb)
- Expense Report (.xls, 23 kb)
- Cash Receipts Deposit Form
Banner Self Service Financial Data
Instructions to retrieve financial data from Banner Self Service
P-Card Program
- NEW Policies and Procedures – updated 2/23/10 (pdf, 57kb)
- P-Card Request/Change Form (pdf, 71kb)
- Cardholder Agreement (pdf, 39kb)
- P-Card Transaction Log (pdf, 181kb)
- Reporting in Works (pdf, 82kb)
- Works Quick Reference Guide (pdf, 164kb)
- Travel Info (pdf, 241kb)
