Updated Expenditure Credit Form

Contributed by Trudy Taylor, SFS

The Cashier’s Office is excited to announce an updated Expenditure Credit form is in progress!

The updated form will be available for departments to submit electronically via DocuSign. Utilizing the form through DocuSign reduces waste (e.g., saving or otherwise signing a PDF) and improves record keeping (you’ll receive a pdf copy) and processing efficiency for the departments and the Cashier’s Office. 

A few highlights include:

• clearly outlined workflow through the document;
• additional PTAO lines for users when needing to deposit to more than one PTAO;
• easily attach supporting documentation;
• automatic email confirmation with completed form as PDF for your records;
• for RDS users: a self-calculating total box and the ability to submit entirely paperless; and
• for non-RDS users (i.e., users sending paper checks to the Cashier’s Office for deposit): you’ll submit the form and then simply print and attach the form with the check for Cashier’s Office to process.

More details to come here in the blog and they will also be published to the SFS webpage. We welcome your questions, additional thoughts, or concerns (sfs-cashiers@virginia.edu).

The new form goes live on March 15th!