Accounting

Accounting and Finance Learning Portal

Accounts Payable processing guidelines

Accounts Receivable processing guidelines

 

Buy-to-Pay

Buy-to-Pay powered by Jaggaer

Buy-to-Pay Training

Buy-to-Pay Updates Blog

Capital Assets

Capital Asset/Equipment Forms and Job Aids

Capital Asset (how to) Checklists (WIP, Disposal, Trade-in, etc...)

Capital Asset/Equipment Policy

Capital Equipment Policy on-line training (login required)

Capital Software Policy

Cash Receipts
  • Cash receipts guidance during remote work
  • Credit voucher instructions
  • Credit Voucher Template (Excel)
  • Credit Voucher Template (PDF)

Concur

Concur Access Form (PDF)

Concur Log-In

Concur Training

Missing Receipt Affidavit (PDF)

Financial Administration

Harvard University Financial Policies

HMS Approval Process for Requisitions $50K+

HMS Finance Reimbursement Approval Hierarchy Policy

HMS Financial Tools Access Request Form

Forms

Concur Access Form (PDF)

HMS Financial Tools Access Request Form

Missing Receipt Affidavit (PDF)

New Activity Request Form

New Service Center Request Form

Gifts

Gifts vs. Sponsored Research Policy

Instructions for making a gift to Harvard Medical School

Journals

HMS Journal Entry Guidelines

Bad Characters for Batch or Journal Names

Best Practices for Completing a Journal Entry

Cover Sheet for Journal Entries $100K+

Documenting a Business Purpose

Policies

Academic Service Center Policy

Business Expense Reimbursements Policy

Capital Asset/Equipment Policy

Capital Software Policy

Gifts vs. Sponsored Research Policy

Harvard University Financial Policies

Harvard University Travel Policy

HMS Finance Reimbursement Approval Hierarchy Policy

Internal Transfer Policy

Quarterly Finance Meetings

Slide deck presentations:

May 11th, 2021

October 29th, 2020

Reimbursements

Business Expense Reimbursements Policy

Service Centers

Academic Service Center Policy

New Service Center Request Form

OSP Service Center Policies and Guidance

Sponsored Awards

Determining Award Type for Non-Federal External Funding

Gifts vs. Sponsored Research Policy

Subject Matter Expert: Dina Moakley

Travel Guidance

Harvard University Travel Guidance

Harvard University Travel Policy