Vice President for Finance  >  Shared Services  >  General Accounting  >  Policies & Procedures Manual  >  Contact List by Function

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: 

Contact

                         

Phone #

Vendor File Maintenance          

Katie Rinkol                                   

3744

1099-Misc Processing

Katie Rinkol

3744

W-9's

Jody Caudillo              

2190

General Questions and Issues       

Katie Rinkol

3744

Pick Up a Check at Accounting Services              

Jody Caudillo            

2190

 

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)

Leisha Moxness

3878

      101000-103999

Scholarship Funds

Business Office

2297

      104000-104999

Unassigned Development Funds

Office of Associate VP for Finance

2414

      110000-119999

University Designated Funds (UDF)

Leisha Moxness

3878

      120000-189999

Grants and Contracts Funds

Michon Bowen

3986

      200000-289999

Donation Funds

Michon Bowen

3986

      290000-299999

Loan Funds

Business Office

2297

      400000-499999

Endowment Funds

Office of Associate VP for Finance                      

2414

      600000-699999

Annuity and Life Income Funds

Office of Associate VP for Finance

2414

      700000-799999

Agency Funds

Leisha Moxness

3878

      800000-899999

Plant Funds

Kelley Klahn

2681

      900000-999999

 

 

Topic

Accounting Distributions /
Chart of Accounts Maintenance                         

Michon Bowen

3986

Grant Transactions and Reporting

Michon Bowen

3986

Journal Voucher Processing

Accountant for Fund Type

Requisition Review

Accountant for Fund Type

NSF Checks Returned by the Bank

Pamela Petersen

2318

Personnel Activity Report Issues

Leisha Moxness

3878

General Questions and Issues

Michon Bowen

3986

   

Fixed Assets

Fixed Asset Tagging   

       

Susan Hunter                                

                          

2291

Fixed Asset Inventory and Space Survey 

Susan Hunter                   

2291

Fixed Asset Disposal

Susan Hunter                

2291

Fixed Asset Reporting 

Susan Hunter

2291

General Issues and Questions

Michon Bowen

3986

 

Financial Systems

Banner Security     

        

Shelly Whittaker

                            

3190

Banner Approval Queue Maintenance    

Michon Bowen                  

3986

Banner Access Termination

Shelly Whittaker                

3190

Banner Training               

Shelly Whittaker

3190

Custom Report Requests

Suzanne Samuelson                 

2288

General Issues and Questions

Shelly Whittaker

3190

 

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          

             

Mike Pille

                            

5750

Board of Directors Reporting

Mike Pille

5750

Shared Services Procedural Issues

Linda Penland                 

3747

General (non-area specific) Questions and Issues   

Linda Penland     

3747

    

Supervisory Staff

Accounting Services Manager

Michon Bowen              

3986

Business Service Center & Accounts Payable Manager

Katie Rinkol

3744

Grants, Contracts and Donation Funds Accountant

Amber Purdy

2711

Grants, Contracts and Donation Funds Accountant

Jerrod Lawrence

1832