{"id":2205,"date":"2023-02-10T01:29:18","date_gmt":"2023-02-10T01:29:18","guid":{"rendered":"https:\/\/chass.ncsu.edu\/intranet\/?page_id=2205"},"modified":"2026-06-15T13:49:32","modified_gmt":"2026-06-15T13:49:32","slug":"resources-for-admins-and-liaisons","status":"publish","type":"page","link":"https:\/\/chass.ncsu.edu\/intranet\/financial-services\/resources-for-admins-and-liaisons\/","title":{"rendered":"Resources for Administrators and Liaisons"},"content":{"rendered":"\n\n\n\n\n<p><strong>Reminders:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pcard Statement Approvals are due the last day of each month.<\/li>\n\n\n\n<li>Reconcile spending plan monthly prior to monthly payroll lockout.<\/li>\n\n\n\n<li>Schedule unit semi-annual finance meetings for November and April.<\/li>\n\n\n\n<li>Year-end state spending deadline: June 8, 2026.<\/li>\n<\/ul>\n\n\n\n<p><strong>Overview:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Glossary-of-Frequently-Used-Terms-Acronyms.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Glossary of Terms and Acronyms<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/app.smartsheet.com\/b\/form\/323ccc3cd10548e6880ec57911344141\">Financial Training Request Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/08\/Admin_Liaison-Frequently-Asked-Questions-FAQ.pdf\">Frequently Asked Questions (FAQs)<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conference-and-event-receipts\">Conference and Event Receipts<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Deposit-Process.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Deposit Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Establishing-Ledger-3xxxxx-Projects.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Establishing Ledger 3xxxxx Projects<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Establishing-a-New-E-store.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Establishing a New Electronic Store (eStore)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Funding-Food-Projects.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Funding Food Projects<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/docs.google.com\/document\/d\/1RWNwVblKncVbPCOcD6EM1NDPDf6Xhy_rCssvfmTdiMs\/edit?tab=t.0\">Generating Invoices &amp; Collections<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"hr-related-processes\">HR-Related Financial Processes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/CHASS-Startup-Template-3-Year.xlsx\">CHASS Startup Template 3-Year<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Dual-Employment-.docx.pdf\" data-type=\"link\" data-id=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Dual-Employment-.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Dual Employment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Faculty-Startup-Support.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Faculty Startup Support<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Non-salary-Compensation-Google-Docs.pdf\">Non-Salary Compensation<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Non-Salary-Compensation-Form.pdf\">Non-Salary Compensation Form<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"budget-and-project-reconciliation-and-management\">Budget and Project Reconciliation and Management<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Budget-Transfer-Process.pdf\">Budget Transfer Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/app.smartsheet.com\/b\/form\/905f238499de4679b379c59672902f60\">Budget Transfer Request Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/CHASS-Journal-Voucher-Form.xlsx\">CHASS Journal Voucher Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Journal-Voucher-Process.pdf\">CHASS Journal Voucher (JV) Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/app.smartsheet.com\/b\/form\/7067e36b87984edf9f87565ccd96088d\">ELT College Support Request Form<\/a> (ELT only)<\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Finding-Department-Project-Numbers-Chartfield-Inquiry.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Finding Department Project Numbers<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/IHSS-Buyouts.pdf\">IHSS Buyouts<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Interdepartmental-Transfer-Process.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Interdepartmental Transfer (IDT) Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Interdepartmental-Transfer-Request-Form.xlsx\">Interdepartmental Transfer (IDT) Request Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/OFS-Transaction-Review-Checklist.docx.pdf\">OFS Transaction Review Checklist<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/OMAR-Reconciliation-and-Tracking-Guide.pdf\">OMAR Reconciliation &amp; Tracking Guide<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Project-and-Phased-Project-Requests-and-Changes.pdf\">Project and Phase Requests and Changes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Understanding-Projects.docx.pdf\">Understanding Projects<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/WRS-and-Queries.pdf\">WRS and Queries<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"purchasing\">Purchasing<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Alcohol-Purchase-Process-1-1.pdf\">Alcohol Purchase Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Authorization-for-Alcohol-Purchase-Form.docx.pdf\">Authorization for Alcohol Purchase Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Contracts_Agreements.pdf\">Contracts\/Agreements<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Financial-System-Special-Category-ID-Definitions.pdf\">Financial System Special Category ID<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Frequently-Used-Account-Codes.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Frequently Used Account Codes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Independent-Contractor-Process.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Independent Contractor Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Independent_Contractor_Checklist.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Independent Contractor Checklist<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Marketplace.docx.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Marketplace<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Online-and-Used-Purchases-Process.pdf\">Online and Used Purchases Process<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/app.smartsheet.com\/b\/form\/42a3ab9ba324466694b910f13b0c1f6d\">Payment-Reimbursement Request Form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Payment-Request-Financial-Voucher-Request-Process.pdf\">Payment Request-Financial Voucher Requests<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/PCard-Process-Acknowledgement-1.pdf\">Pcard Process &amp; Acknowledgement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Requisitions_Purchase-Order-Entry.pdf\">Requisitions\/Purchase Order Entry<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Spending-Guidelines-1.docx\">Spending Guidelines<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Voucher-Entry-Instructions.pdf\">Voucher Entry Instructions<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"travel\">Travel<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2026\/03\/Travel-3rd-Party-Lodging-1.pdf\">Travel \u2013 3rd Party Lodging<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/08\/Travel-Center-Resources-1.pdf\">Travel Center Resources<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Travel-Definitions.pdf\">Travel Definitions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chass.ncsu.edu\/intranet\/wp-content\/uploads\/sites\/6\/2025\/06\/Traveler-Profile-Proxy-Setup.pdf\">Traveler Profile &amp; Proxy Setup<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Reminders: Overview: Conference and Event Receipts HR-Related Financial Processes Budget and Project Reconciliation and Management Purchasing Travel<\/p>\n","protected":false},"author":78,"featured_media":0,"parent":2155,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"ncst_custom_author":"","ncst_show_custom_author":false,"ncst_dynamicHeaderBlockName":"ncst\/default-header","ncst_dynamicHeaderData":"{}","ncst_content_audit_freq":"","ncst_content_audit_date":"","ncst_content_audit_display":false,"ncst_backToTopFlag":"on","footnotes":""},"class_list":["post-2205","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/pages\/2205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/users\/78"}],"replies":[{"embeddable":true,"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/comments?post=2205"}],"version-history":[{"count":9,"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/pages\/2205\/revisions"}],"predecessor-version":[{"id":3963,"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/pages\/2205\/revisions\/3963"}],"up":[{"embeddable":true,"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/pages\/2155"}],"wp:attachment":[{"href":"https:\/\/chass.ncsu.edu\/intranet\/wp-json\/wp\/v2\/media?parent=2205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}