Accounts Receivable Forms

• Payroll Deductions

Accounts Payable Forms

• Sessional Professional Development Claim
• Invoice Sample
• Travel Report and Claim - Canada (fillable) (Revised June 2022)
• Travel Report and Claim - International including US (fillable) (Revised June 2022)
• Travel Advance form 
• Athletics Travel Advance form
• Petty Cash Summary
• Petty Cash Voucher
• Petty Cash Year-end Report
• Petty Cash Application form
• Moving and Relocation Expenses form
• Hospitality, Entertainment, and Other Expenditures Authorization and Claim form (Revised July 2016)
• Lost Receipt Declaration form
• Wire Transfer form
• Honorarium Request form
• UPEI Elder and Knowledge Keeper Honorarium Guidelines and Form

General Forms

• Authorization to Transfer Funds Form
• Budget Change form
• Request General Ledger Viewing Access / Delegate Spending Authority form
• Travel Authorization form

Internal Requisitions

Internal requisitions are used to purchase goods and services on campus (e.g., diagnostic services, computer services, Central Printing services, etc.)

Please ensure the internal requisitions include the following:

• Appropriate authorization signature
• General ledger accounts to be charged and credited
• Relevant transaction information (e.g., quantity, description, unit price, dollar value)
• Relevant supporting documentation

These forms should be scanned to financeforms@upei.ca

Spending Authority

All expenditures of University funds (including research) require the approval of a designated Spending Authority for the account concerned.

Refer to the Spending Authority Policy and the Spending Authority Policy Guidelines for complete information.

A Delegate Spending Authority Form must be completed and approved by the account authority and scanned/emailed to financeforms@upei.ca.