Financial Services Forms (Internal Users)
General Forms
Travel
(new - July 2023)
(new - July 2023)
(new - July 2023)
(travel prior to July 1, 2023)
(travel prior to July 1, 2023)
Petty Cash
Internal Requisitions
Internal requisitions are used to purchase goods and services on campus (e.g., diagnostic services, computer services, Central Printing services, etc.)
Please ensure the internal requisitions include the following:
- Appropriate authorization signature
- General ledger accounts to be charged and credited
- Relevant transaction information (e.g., quantity, description, unit price, dollar value)
- Relevant supporting documentation
These forms should be scanned to financeforms@upei.ca
Spending Authority
All expenditures of University funds (including research) require the approval of a designated Spending Authority for the account concerned.
Refer to the and the for complete information.
A must be completed and approved by the account authority and scanned/emailed to financeforms@upei.ca.
