In conjunction with the release of the enhanced Travel component in Financial Transaction Services (FTS), slight modifications have been made to the functionality of the Sales Tax and Freight fields within the Direct Payment Vouchers and Reimbursements.
Please be reminded that a completed Hospitality Expense Justification form must be included as part of your backup documentation for all purchase and payment requests (Requisition, Direct Payment, ProCard, Employee/Student Reimbursement and Petty Cash) for hospitality related expenses. Requests cannot be processed without this form.
Hospitality expense (e.g., food, light refreshments, promotional items) can be incurred for events and activities that support the university’s mission and goals. Allowable hospitality expense is determined by the Fund used to pay for it. Refer to Hospitality Guidelines for detailed information pertaining to such expenses.
Hospitality Guidelines: http://www.sjsu.edu/finance/policies_guidelines/hospitality/index.html
Hospitality Expense Justification Form: http://www.sjsu.edu/finance/forms/forms_by_dept/ap_forms/index.html
Over the last several months, the Finance Service Group has worked to improve the organizational structure change process. We are pleased to present our newly created Department Organizational Change Guidelines, designed to assist campus department end users in identifying tasks to complete when a change to their organizational structure occurs. The guideline provides information on identifying appropriate change types, how to request the change, and identifies tasks that may need to be completed once the change is processed.
Along with the guideline, we have a new Organization Change Request form, to submit to the University Budget Office to initiate the change process. We have also developed a Checklist, which includes the contact information and tasks which may need to be completed when an organizational change takes place.
These new resources are available on the Finance website: http://www.sjsu.edu/finance/campus_resources/dept_org_changes/index.htm
If you need assistance, please contact your Budget Analyst in the University Budget Office at 4-1558.