Funds Management

Start here if you are new - Introductory information to help you get started:

• About Fund Accounting and Fund Types
• Life Cycle of a Fund
• About the Budgeting Process @ Stanford

Step-by-step instructions for funds management-related tasks:

• Create or Upload an iJournal
• Review and Approve Journal Entries
• Modify a Budget Using iBudgets
• Request New PTA
• Request Changes to Existing PTA
• Request New Expenditure Type or Object Code
• Request a Fund Transfer
• Access/Read Fund Statements
• Access/Read Expenditure Statements

Condensed policy information related to funds management:

• Funds Management
• Budgeting

Links, tools and reference materials related to funds management:

• Fund Title Query
• A Guide to Managing Your Money
• About Burdening
• Guide for Changing / Correcting Owning Organizations
• Financial Reports Website

Downloadable and on-line forms related to funds management:

• PTA Role / Owning Organization Update
• Request iJournal Specialist Responsibility
• iJournal Upload Template
• iBudget Upload Template
• FFE (Funds Functioning as Endowment)
• PTA Request Forms:
  • Sponsored Research PTA Request Forms (multiple varieties on Office of Sponsored Research website)
  • Form 1 (Capital Projects requiring a jurisdictional permit and plan check)
  • Capital Projects PTA Request (when Facilities Form 1 is NOT required)
  • Request for Establishing a New Service Center
  • Fund Accounting PTA Request (for Other Designated, Operating Budget, Expendable or Endowment Gift PTAs)

Online tutorials, classroom training, and related materials:

• Financial Management
• FIN-0210 Introduction to iJournals
• iJournal User Guide
• University Budget Office iBudget Training
• iBudget User Guide