Forms for Processing in FIS
| Accountable Advance | PDF * |
| Accounts Receivable Invoice (CAD) (revised June/17) | PDF * |
| Accounts Receivable Invoice (USD) (revised June/17) | PDF * |
| Budget Transfer/Revision | Excel ; PDF |
| Cash Float | Excel ; PDF ; Instructions |
| Cheque Request | Excel ; PDF |
| Cheque/Draft Re-issue or Cancel Request Form (new Mar/17) | PDF * |
| Commit/Release Restricted Funds(new Oct/12) | PDF * |
| Conference – Change Budget (new Jan/21) | PDF * |
| Direct Bank Deposit (revised Nov/16) | PDF * Excel |
| Expense Report/Accountable Advance Settlement (revised 31-Jan-2020) | Excel ; PDF ; Instructions |
| Expense Reimbursement Checklist – Template | Word; PDF |
| Incoming Wire Transfer | Excel ; PDF |
| Internal Cash Receipts Deposit (revised May/13) | PDF * |
| Journal Entry (or Internal Revenue / Expense Recovery) | Excel ; PDF ; Instructions |
| Missing Receipts (use for reimbursable expenses for which there is no original receipt) | Excel ; PDF |
| Petty Cash/Imprest Open/Change Custodian/Increase (new Jul 2018) | PDF ; Instructions |
| Petty Cash/Imprest-Request for Reimbursement Closure/Decrease (new Jul 2018) | Excel; PDF; Instructions |
| Outgoing Foreign Payments Wire Transfer Request (revised Dec/14) | PDF*; Instructions |
| Request for Endowment of Expendable Funds (new Oct/12) | PDF* |
| Research Equipment Deletion Advice Form | PDF* |
| Small Supplier Certification Form |
* Forms marked with * have been developed using Adobe Professional and may not function properly with some internet browsers. We recommend saving the form to your computer by right-clicking on the link and “save link as…” and open using Adobe Acrobat Reader or Professional. FREE Adobe Reader download.
In addition, some of the features in these forms require JavaScript in order to function, and therefore you may encounter the following message upon initial opening of the form:
To enable JavaScript, in either Adobe Acrobat Reader or Pro:
- On the Menu Bar, click Edit
- Select Preferences
- In the list of options on the left, select JavaScript
- Check off Enable Acrobat JavaScript
