Contact List by Function

 This section of the Policies and Procedures Manual is provided to assist University personnel in determining who, within Accounting Services, can be of specific assistance in the designated functional areas listed below.


Accounts Payable

All University bill-paying responsibilities are consolidated in a single group of Accounting Services Processors.  Each individual is trained to handle all types of payments - purchase order-related, travel advances and expense reports, credit cards, etc.  This approach is designed to help the departments by providing them with a single point of contact for questions on and problems with all types of payments.  The distribution of transaction processing responsibility is based upon the vendor or payee name (first letter, excluding "A's," "The's," and initials [e.g., J. W. Kramer = K for Kramer]).

The key contacts in this area for Payments (Direct pays, TER's, and Standing Purchase Orders) and to issue a Stop Payment on a check are listed in the Vendor Allocation Section.

The key contacts for the following Accounts Payable issues are: 

Issue Type

Contact

Phone #

Vendor File Maintenance

Kelly VanEngen

1251

1099-Misc Processing

Beth Slattery

2538

W-9's

Kelly VanEngen

1251

General Questions and Issues

Jeff Klein

4774

Pick Up a Check at Business Service Center

Jarrod Morrison

2713

Tax Exempt Documents

Barb Washington

4716

General Accounting & Grants Accounting

Many of the tasks performed in this functional area by Accounting Services are assigned based upon Fund type.  For reference purposes, the following Fund ranges and Topics are presented:

Fund

Contact

Phone #

Fund Range

General Current Funds (GCF)

Allison Foy

3986

101000-103999

Scholarship Funds

Business Office

104000-104999

Unassigned Development Funds

Office of Associate VP for Finance

2681

110000-119999

University Designated Funds (UDF)

Allison Foy

3986

120000-189999

Grants and Contracts Funds

Jennifer Holt

3386

200000-289999

Donation Funds

Jennifer Holt

3386

290000-299999

Loan Funds

Business Office

400000-499999

Endowment Funds

Office of Associate VP for Finance

2681

600000-699999

Annuity and Life Income Funds

Office of Associate VP for Finance

2681

700000-799999

Agency Funds

Chris Schroeder

3747

800000-899999

Plant Funds

Allison Foy

3986

900000-999999


Topic

Accounting Distributions /
Chart of Accounts Maintenance

Jennifer Holt

3386

Grant Transactions and Reporting

Jennifer Holt

3386

Journal Voucher Processing

Accountant for Fund Type

 

Requisition Review

Accountant for Fund Type

 

NSF Checks Returned by the Bank

Ye Zheng

3878

Personnel Activity Report Issues

Ye Zheng

3878

General Questions and Issues

Jennifer Holt

3386

 

Fixed Assets

Fixed Asset Tagging

Jordan Helms

1832

Fixed Asset Inventory

Allison Foy

3986

Fixed Asset Disposal

Jordan Helms

1832

Fixed Asset Reporting

Jordan Helms

1832

General Issues and Questions

Allison Foy

3986

Financial Systems

Banner Request for Access

http://myIT.Creighton.edu

Banner Access Termination

Service Desk (servicedesk@creighton.edu)

Ext. 1111

Banner Training

https://doit.creighton.edu/training-offerings

General Issues and Questions

Service Desk (servicedesk@creighton.edu)

Ext. 1111

General and Administrative Issues

If, after reviewing the preceding list of tasks and contact names, you are unable to specifically identify someone in Accounting Services who can be of assistance, please feel free to contact one of the supervisory personnel for the areas noted.

Policy & Tax Issues

Jason McGill

5750

Shared Services Procedural Issues

Jeff Klein

4774

Supervisory Staff

Accounting Services Senior Director

Jennifer Holt

3386

Business Service Center & Accounts Payable Director

Jeff Klein

4774