Interactive Forms
Complete email addresses are required on all interactive forms.
Transfers
Revenue Transfers
Revenue Transfers
A revenue transfer is the moving of cash that has already been posted to another campus account.
You may not process a Revenue Transfer for State Operating Accounts or DIFR accounts because they are allocation-based. Please see the Allocation Transfer Request Form.
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Allocation Transfers
Allocation Transfers
An allocation transfer moves allocations between accounts or allocation categories. Transfers of allocation must be within the same funding source.
Allocation transfer request moves are only for State and DIFR accounts. IFR or SUTRA accounts must be submitted via the Spending Plan Tool
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Other Than Personal Service (OTPS) Expenditure Transfers
Other Than Personal Service (OTPS) Expenditure Transfers
OTPS Transfers move non-payroll expenses between accounts.
Whenever possible, the expenditure should be posted to the correct account at inception to avoid request transfers.
Expenditures transferred should retain their same expenditure category sub-object code as seen in BI, for example, 3001.
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Payroll Expenditure Transfers
Payroll Expenditure Transfers
Payroll expenditure transfer requests move payroll between accounts.
Requests can be submitted any time during the fiscal year and through mid-July, but we recommend routine account monitoring. The exact cutoff day is announced in our annual Cutoff Dates for Year-end. Payroll transfers cannot be processed for a prior fiscal year.
If you have a Student Assistant who requires future updates to their payroll account distribution, please be sure to also notify Human Resources.
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Invoice Payment
IFR New Customer Input
Downloadable Forms
If you cannot view any of these files and need a hard copy, please contact the Accounting Office at 518-442-3195.
Voucher
Procurement Cards
- NYS Procurement Card Application
- Procurement Card Threshold Request Form
- New Asset Receipt Form
- Off Campus Use Form
Travel and Net Cards
- Travel Card & Net Card Application - Please email completed applications to Eileen Scanlan at [email protected] for processing.
- New York State Travel Card Reconciliation Form
- New York State Net Card Reconciliation Form
Travel Forms
- Travel Pre-approval Form - This form should be completed before making your travel arrangements and sent to [email protected] for approval. Once you receive your approval, you can then proceed with your travel arrangements.
- New York State Travel Voucher - To download this form, please select, "File," then select "Save as." You should complete all boxes in gray.
- Statement of Automobile Travel Form - Submit when claiming mileage on Travel Voucher
- Hotel / Motel Tax Exempt Certificate ST-129
Other Forms
- Change Fund Request Form
- Honorarium Form and Instructions
- Income Fund Reimbursable - Invoice Change Notice
- New York State Treasury Document
- Request for Reimbursement for Moving Expense Agreement (AC-1099s)
- Revenue Contract — Memorandum of Understanding Agreement
- Substitute W-9 Form
- UAlbany System Access Request Form
- Worksheet for Moving Expenses - To assist new employee in keeping a record of moving expenses. This form does not need to come back to the Accounting Office.
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