Advancement Services

1
Advancement Services

• Paying with Foundation Accounts

2
Finding Foundation Account Balance

• Look at screen 074 in FAMIS for your account.
• Add 3000 pool Available amt. in 94XXXX-XXXXX.
• Add Total in 48XXXX-XXXXX (negative amt. at
  bottom right of screen).ExampleAdd 943201
  5,103.60Add 483201 -4,533.37
• Balance Available 570.23

3
Paying with ProCards

• Send Advancement Services the completed and
  signed ProCard transaction log, the original
  invoice(s)/receipt(s), and a copy of the JPMorgan
  Chase Bank statement.
• Use your 48XXXX-XXXXX expenditure account number
  on transaction log.
• Provide Purchasing Dept. authorization for
  computer-related merchandise.
• Advancement Services prepares and sends
  disbursement authorization and attached documents
  to accounts payable.

4
Paying On-Campus Purchases

• Send Advancement Services a memo signed by your
  department head verifying accuracy of charge and
  giving short explanation of the expense and why
  it is appropriate to use Foundation funds.
• Also, send invoice(s) and any other supporting
  document(s).
• Advancement Services creates disbursement
  authorization and processes through Accounts
  Payable.

5
Paying Off-Campus Purchases

• Create an on-line transaction via FAMIS (L, R,
  E).
• Use FDN as sub-department code.
• Provide complete, detailed description because
  Advancement Services only views the CANOPY
  Summary.
• When Advancement Services approves the
  transaction, it is routed, via CANOPY, to your
  department head for approval.
• Send invoice(s) and AP500 to Accounts Payable.

6
Foundation Scholarships

• Prepare a scholarship disbursement form for
  department heads signature.
• Use 48XXXX-XXXXX account numbers on scholarship
  disbursement form.
• Obtain appropriate signatures as indicated on
  form.
• Students cannot receive cash awards from
  Foundation scholarships.