University of Oregon

Financial Services

Important Fiscal Year 16 Period 05 to Close December 7th at 5:00pm!

Common Activities

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Fiscal Policy Manual

Month End/Quarterly Close Procedures and deadlines for monthly fiscal periods.

Year End Close Procedures and deadlines for year-end close.

Financial Procedures Accounting for income and expenditures through fund accounting.

Department Overhead Assessments UO charges to Budget Operations, Gifts, Service Centers and Auxiliaries.

Gifts Accounting for gifts to the UO.

Auxiliaries Procedures specific to auxiliary enterprises.

Service Centers Procedures specific to service centers.


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Year-End Non-Student Accounts Receivable

Building Reserve Fund Transfer Request Form Submit to request use of building reserve. Update with revisions.

Service Center/Auxiliary Asset Listing

Inter-Institutional Journal Voucher To have Business Affairs input journal vouchers between other OUS entities.

Service Center Compliance Worksheet

Source of Funds Submit when requesting a new fund through Budget & Resource Planning.

UO Report of Gift Form Submit if department receives a gift.

Year-End Accounts Payable

Year-End Non-Student Accounts Receivable


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Banner Training List and schedule of courses available.

Financial Stewardship Training Integrating UO strategic directions with financial stewardship practices to proactively manage risk. An 18-week course for departmental financial managers.

Related Resources

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University of Oregon FY 2014 Annual Financial Report

Oregon University System FY 2014 Financial Report (includes University of Oregon as a member university)

2014 A133 Audit Report Annual State of Oregon report mandated by U.S. Office of Management and Budget

CASB DS2 Rev2 Cost Accounting Standards Board Disclosure Statement, related to applying Facilities and Administrative (F&A) on grants.

Quarterly and Annual Financial Reports Unaudited UO Board of Trustees financial reports and audited annual financial reports.

Banner Guide The online resource for using Banner Financial forms.

Last update: Nov 13th, 2015 @ 11:57:22 PST

Business Affairs
Eugene, OR 97403

P: Billing 541-346-3170F: 541-346-5820P: Office 541-346-3165

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