Sonoma State University

Forms, Policies & Procedures

Forms

  • Chartfield Request Form

    Request a ChartField addition, change or inactivation for University and Auxiliaries. Additional instructions included on request form.

  • Common Expense Account List

    A list of common expense accounts used on campus. 

  • Equipment Loss Report

    Document any lost, stolen, or destroyed inventoried property. Please note, this form is now supported by Smartsheets. 

  • Inter-Unit Journal Form

    The Inter-Unit journal request form is used to process a journal between two separate Business Units (SOCMP, SOASI, SOSSE, or SOFDN). 

  • Journal Reclass Excel Form

    The Excel template is used to submit a journal reclass to General Accounting for University and Auxiliaries. The second tab of the excel workbook contains a chart of accounts listing of revenue and expense accounts. 

  • Smartsheets IFT Request Link

    We're excited to introduce our streamlined IFT request process utilizing a Smartsheets form. Please utilize this new system for all Interagency Financial Transaction requests.

  • University Donor and Non-donor Trust Fund Agreement Form

    Agreement for establishment or continuation of a University Donor or Non-Donor Trust Fund. Instructions located on PDF form.

  • University RT-Fund Only Trust Fund Agreement Form

    Agreement for establishment or continuation of a University RT-Fund (Includes Course Fee or User Fee). Instructions located on the PDF form. Please note, any course or user fee changes that impact RT-fund fees are required to be submitted to Financial Services ten business days before the start of registration to ensure timely processing.

Policies

Procedures