ChBE金融

融资形式

重要的是: 

ChBE金融 has transitioned the following financial support duties to the College of 工程 和 应用科学s Financial Service Center (FSC) team:

  • Procurement Card Expense Reports
  • Travel Reimbursements
  • Personal Reimbursements
  • Non-Employee Travel Booking Requests
  • Marketplace Requests

Please use (和 bookmark) the FSC website link to submit your expenses:  CEAS Financial Service Center (CEAS FSC) | Faculty, Staff & Students | University of Colorado Boulder

Also note that the process for Travel Authorizations 已经改变了.  ChBE will be moving away from the current process that utilizes DocuSign 和 will instead use 同意请求.  The DocuSign travel authorization (TA) will no longer be accepted because of this transition to 同意请求.  

这是一个step-by-step guide of 同意请求 to assist users in this transition to 同意请求 for Travel Authorizations. 

Please remember that the most crucial part on the 同意请求 process will be the sections relating to Travel justification 和 Approval Flow.  Please ensure to read the campus justification requirement on the page 1 和 2 (example provided) along with page 8 for the Approval Flow information (Approval Flow must include: PI, 财务经理, 和 Dean-if international).


Summary of Pcard Procedure

  • Only certain items are allowed to be charged to a procurement card 和 any expense charged to a procurement card must be tax exempt or else a tax refund will have to be issued before the expense/report will be approved. Once a Pcard purchase is completed, the Procurement Card Purchase Form found on the FSC website must be completed with the itemized receipt attached.  These expenses will be compiled onto a monthly report by the FSC team.  You will be notified at the beginning of the following month when your completed report is available for you to then submit for approval.

Summary of Travel Procedure

  • For any travel report regardless of whether or not any expenses are being requested for reimbursement, authorization to travel (via 同意请求) should be signed off on before travel can be booked.  Students 和 post docs must have the sponsoring PI sign off on theirs but PI’s do not have to have a supervisor’s signature. Once the form is completed 和 approval via 同意请求 is received, you may book travel.
  • After travel has completed, you will need to complete the Travel 报销的形式 found on the FSC site 和 attach all itemized receipts.  For a travel report to be processed, we must have a signed TA, 报销的形式, 和 all receipts provided.
  • 请参阅 旅行清单 for a brief overview of travel guidelines.
     

KEY NOTES – Booking Airfare

 

〇联邦快递

All FedEx shipping requests are managed through the ChBE金融 Department. Please submit your requests to chbefinance@scfxdg.com, 和 include the following information. Your shipping label will be emailed directly to you.

  • Your telephone number
  • Please provide a justification for this shipment. CU requires justification for shipping expenses when using CU funds 和 for audit documentation.
  • Recipient Contact Name
  • Recipient Company Name
  • 收件人地址
  • Phone number for Recipient
  • 申报价值
  • 货物优先
    • 第一夜
    • 优先在一夜之间
    • 标准在一夜之间
    • 联邦快递上午2天
    • 联邦快递2天
    • FedEx Express Saver
    • 联邦快递地面
  • Shipment weight (estimated in pounds)
  • Shipment dimensions (in inches L x W x H), if using your own packaging
  • Speedtype to apply shipping charges
  • Confirmation these are not hazardous materials.
  • If there is dry ice, provide weight
     

Finance Team Member Assignments

Finance Team Member Assignments