Accounting Manual How-to

Accounting Manual Disclaimer

The Accounting Manual is a work in progress. Our goal is to continually enhance this resource and add new guidance based on your needs for Accounting and Financial Management activities. Please continue to check back as new information is added. For suggestions for Accounting Manual topics, please contact Maria MacCalla (Accounting Manager,, 203-436-8357) or Liz Bilodeau (COA Manager,, 203-436-5781).

To more easily browse topics, select your job classification (ex: staff or faculty) from the Accounting Manual menu at left. This groups content by topic and is easier to navigate.

Subtopic/How To
Financial Management Checklist

Must be completed monthly and retained.

Financial Management Checklist
Guide - Activity Review Report
Guide - EMS Monitoring Tool
CPBQ Instructions
Online Questionnaire

Required Annually

Fall 2014 Survey
Journal Staging Area How To Manual Journal Staging Area How To Manual
About Labor Distribution
Labor Distribution How To Manual How To Manual
About My Time My Time (KRONOS)
Account Holder Assistance - *under construction*
Accounting for Gifts
COA Handbook COA Handbook
ISP General Information
Reclassification and Transfer of Funds (formerly Procedure 1305 PR.05)
Reclassification and Transfer of Funds- CENTRAL PROCESS OWNERS (formerly Procedure 1305 PR.06)
Travel, Meal & Entertainment ETs
Yale Budget Tool (YBT) YBT (Yale Budget Tool) Support Site
Procedure 1104 PR.01 – Delegation of Authority Procedure 1104 PR.01 – Delegation of Authority
Receipts Identification Form (RIF) Receipts Identification Form (RIF)
Reporting Cash Transactions Reporting Cash Transactions
About JSA
How to do Custom Commitments
Standards of Business Conduct Standards of Business Conduct
ISP Announcements
Orbitz- Getting Started Orbitz- Getting Started
Expense Management System (EMS) About EMS
Express Shipping (eShipGlobal) About Express Shipping
Purchasing Cards (P-Cards) About P-Cards
SciQuest System About SciQuest
Accounting for Building and Land Costs
Carbon Credit Offsets
Identity and Access Management About IAM
When to use Unallowable Cost ETs
Procedure – Non-Building Capital Project Requests 4209 PR.01
VIP Maintenance
Accounting for Gifts – Annual Update
Planning and Financial Management PFM Website
Guide - Activity Review Report Invoice Image
Access Review Report Instructions
Guide - Invoice Drill-down on Account Holder Detailed Transaction Report
Guide - Weekly Payroll Preview Report
Accounting for Inventory Transactions
Instructions - My Accounts_PTAO Report
Year-end Closing Calendar
Year-end Closing Procedures
Accounting for fellowships Stipends and Tuition-related items