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Office of Budgets and Finance

Office of Budgets and Finance Quick Links

Search Tools

Journal Source - Search for a particular journal source.

Org Search - Search for active orgs.

Q Drive Report Search - Find reports on the Q drive.

SMU Accounts - View list and descriptions of all active university account codes.

SMU Policy Manual - The official university policy manual.

SMU Sub-Classes - View list and descriptions of university-wide sub-classes.

Travel ID Search - Search for active travel IDs.

Accounting Forms

Cash Advance Procedures - Download the cash advance procedures.

Journal Entry Form - Download the standard journal entry form. 

Petty Cash Voucher - Download the petty cash voucher form. 

Year End Information - View the current Year End Memo and Year End Calendar.

Useful Links

Finance Services Contacts list - Key support staff for academic areas

SMU Financials - Link to the university's financial system (requires valid User ID).

SMU Chart of Accounts - Learn more about SMU chartfield structure, including lists of Funds, Accounts and Orgs.

Training and User Guides - Download user guides and link to online training.

Questions? Contact Financial Systems Support