Frequently Asked Questions (Finance & Accounting)
Q. Who do I contact about financial aid?
Q. Who can answer my equipment (tagging, discarding, etc.) questions?
Q. How do I setup a Converge online credit card account if I am holding a one-time event?
Q. How can I see if a check has been cashed before placing a stop/reissue request?
Q. How do I know if a check issued over 180 days ago is on the stale dated check list?
Q. How can I find out who prepares invoices on my 5–ledger fund?
Q. How can I query what has been invoiced and paid on my 5–ledger fund?
Q. Who can I contact for additional support documentation for PPC Database charges?
Q. Who do I contact about financial aid?
A. Financial Aid awards are administered by SDSU's Student Financial Services Office: http://go.sdsu.edu/student_affairs/financialaid/.
Q. Who can answer my equipment (tagging, discarding, etc.) questions?
A. Please contact the equipment coordinator at sdsurfequipment@sdsu.edu.
Q. How can I request a new merchant account for our credit card activities?
A. Please send an email to sdsurfbanking@sdsu.edu.
Q. How do I setup a Converge online credit card account if I am holding a one-time event?
A.
- Discuss with your grant specialist if the FOAP is already open.
- Complete the Online Credit Card Processing Setup Form. (PDF Format, 475KB)*, have it signed by your approving officer and submit it to your grant specialist for signature and approval.
- After approving, your grant specialist will provide the approved form to Finance for final approval and setup.
For further questions, please send an email to sdsurfbanking@sdsu.edu.
Q. How can I communicate property inventory modification requests (pick-up for disposal, lost/stolen assets, location changes, donations, etc.) to SDSURF?
A.
- If an item has been lost or damaged, please complete:
- Property Inventory Modification Request Form (PDF Format, 201KB)*; and
- Property Loss/Damage Report (PDF Format, 150KB)*
- If an item has been stolen, please complete:
- Property Inventory Modification Request Form (PDF Format, 201KB)*; and
- Accident/Incident Report (PDF Format, 28KB)* and
- File a police report.
All other modifications only require completion of a Property Inventory Modification Request Form (PDF Format, 201KB)*.
Forms should be submitted to the equipment coordinator at sdsurfequipment@sdsu.edu or Mail Code 1947.
Q. How can I see if a check has been cashed before placing a stop/reissue request?
A. Please email accounts payable at sdsurfap@sdsu.edu. Please include the check number, date, amount and payee.
Q. How do I know if a check issued over 180 days ago is on the stale dated check list?
A. Please send an email to sdsurfbanking@sdsu.edu and include the check number, date, amount and payee.
Q. Who can I contact with sponsor financial reporting questions (has a financial been filed, request set-up, copies or a revision, etc.)?
A. Please email your request to financial.reporting@foundation.sdsu.edu. The financial administrator assigned to your fund(s) will contact you with the requested information.
Q. How can I find out who prepares invoices on my 5–ledger fund?
A. The financial administrator assigned to prepare invoices on your 5–ledger funds can be identified in Banner via FRAGRNT – Grant Maintenance Form. Select 'Personnel Information' from the Options menu.
Q. How can I query what has been invoiced and paid on my 5–ledger fund?
A. This information can be found either in Banner or in PI Profile. If you are using Banner, you can find this information in the query screen TFIAREV by entering the desired fund number in the ID field. If using PI Profile, the information can be found under the “Accounts Receivable” link. The link will show the details for all invoices set up, paid and/or voided for a specific fund.
Q. Who can I contact for additional support documentation for PPC Database charges?
A.
- Phone (TNS)
Kathleen Sullivan or Sheryl Necochea: tnsbilling@mail.sdsu.edu - Postage
Doug Jarmusch: djarmusc@mail.sdsu.edu - Fed Ex
DeDe Taylor: dtaylor@sdsu.edu - Foundation Copier
Mike Johnson: mjohnson@foundation.sdsu.edu - Auxiliary Gas Credit Card
Facilities: 619–594–0276 - HR Post Doc
Ann Billing: abilling@foundation.sdsu.edu - To Disconnect Phone Extensions
Lillian Parra–Martinez: lmartinez@sdsu.edu
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