How To... Links and Tools

Where do I find...?

The Office of Finance and Planning (OFP) Website provides information for OFP departments. Use the tabs in this section to review specific topics, or explore all of the OFP Web pages using the Site Map page.

 


Contact Information

Academic Support Services Staff

Accounts Payable Staff

Bursar's Office Staff 

Financial Planning and Analysis Staff

Financial Systems Support (email)

Grant and Contract Accounting Staff

Locations, Maps, and Parking 

Payroll Staff

Preferred and Exclusive Vendors

Purchasing Staff

Tax Compliance Staff

 

Frequently Used Documents, Forms & Processes

Contracts Administration

Direct Deposit for Accounts Payable and Concur

Direct Deposit for Payroll

Fiscal Year-End Information

Independent Contractor Determination

Journal Entry Form

Obtaining a 正品蓝导航 Card (a.k.a. Purchasing card or "P-card")

Payroll Processing Schedule

Preferred and Exclusive Providers

University Policy Manual

W-9 Form completed with 正品蓝导航's information

or

Chart of Accounts

(for 正品蓝导航 Travel and Expense Reimbursements)

(for my.正品蓝导航.edu)

(for my.正品蓝导航.edu)

Financial Systems Search Tools (All)

Financials Logon

("Q-drive" reports)

(by Dept ID)

(for my.smu.edu)

View your Paycheck Online

How do I get system access to...?

Amazon Business Account

("Q-Drive")

Payroll Authorization Form (ePAF "Initiator" Permissions)

Purchase (Initiate through eProcurement)

Time records (Time Management Approver)


Where do I find Training Materials for...?

Concur (for 正品蓝导航 expense reimbursements)

Concur (for 正品蓝导航 travel reimbursements)

(electronic Payroll Authorization Forms)

Grant/Contract eProcurement Requisition Guide

How to Prepare a Journal Entry Template

How to Read an Org Report

Reports.正品蓝导航 User Guide