New Account Setup

Overview

This service is used to request the setup of non-base funded activity accounts. These are separate accounts for new activities such as new contracts, initiatives, study tours, etc.

To request a new account, you will need to include a copy of all relevant paperwork for this project which may include, but is not limited to, a copy of the contract or proposal, a budget, an outline of any relevant agendas, schedules, or itineraries, email correspondence, letters of award, or written justification and purpose for the new account. You will also need to provide a Spending Authority for this new account.

Once the New Account Setup request has been submitted, you will be contacted by the Financial Analyst & Liaison dedicated to your Faculty/Unit. Your FAL will work with you to discuss the particular needs of your new project (reporting, invoicing, insurance, etc.). After all the appropriate documentation and authorizations have been received and reviewed, the FAL will create the account for you.

Information Required

You will need to include the following important information as part of your request:

  • External client (if applicable)
  • Activity description
  • Activity start and end date
  • Attachment of funding agreement, budget info, etc.

Instructions

Click on the "Submit New Account Setup Request" button and complete all required fields on the form.  

Support

For support with a new account setup, contact the Financial Analyst & Liaison dedicated to your faculty/unit.

You can also check the status of your ticket in the Online Portal for updates.