Processes & Forms

All financial processes at Stevens require review and approval, as well as appropriate documentation.  Many of the paper forms once used have been replaced by electronic documents (e-docs). These will be completed, submitted, reviewed and approved electronically using the Kuali Financial System (KFS). All disbursements from Stevens will be routed for review and approval using the established workflow for that document type.

Listed below are the various process and forms that have been used at Stevens to initiate, correct and review various financial transactions. If the form has been replaced by an e-doc available in KFS, a link will take you to the guide that can lead you through the new process.

Should you require assistance in completing an e-doc or need more information on Kuali for Stevens, please contact [email protected]  or call 201-216-8000. Training is available. Tutorials, presentation and guides can be found here.

Information Related to the PCard (Purchasing Card Process)


Budget Adjustment

Capital Asset Update Form

Copyright Agreement

Direct Deposit Form

Disbursement Voucher

Distribution of Income and Expense [replaces the "Interdepartmental Transfer"]

Electronic Documentation for Reimbursement and Payment

Faculty 9 over 12 Payroll Form

Form W4 (Federal)

Form NJ-W4 (State)

General Error Correction

Gift Purchase Reporting (purchases made on or after 1/1/15)

Gift Receipt Process and Forms

Imprest Cash Fund Form

Invention and Patent Agreement

Kuali User Access Request Form

Missing Receipt Form

New Account Request Process and Form

Non-Workstudy Student Payroll Notice

Payroll Allocation Form

Petty Cash Requisition

Petty Cash Reimbursement

PNC ActivePay link for review and reconciliation 

PNC Bank Purchasing Card - Employee Usage Agreement

Pre Encumbrance

Purchasing Card Billing Inquiry Form

Purchasing Card Employee Enrollment Form

Purchasing Card Missing Receipt Form see link for Missing Receipt Form


Requisition - Payroll Notice for Faculty & Staff

Request for Graduate Student Assistant Appointment

Salary Transfer (ST)

Sole Source/Proprietary Justification

Transfer of Expense Checklist (fillable) [The completed checklist must be scanned and attached to the e-doc (GEC or ST) as part of the required backup documentation for grant and contract accounts]

Travel and Business Expense Report (*TABER)  ****Please be sure to visit the web site each time you need a TABER form to ensure you are using the most up to date form. Visit this page for the most current mileage reimbursement rates.  Thank you

Travel Authorization Form

Vehicle User Form

Wire Transfer [Wire transfers will start with an e-doc called "Disbursement Voucher"]

W2 and Pay Statements - for wages paid 3.31.15 and prior - ADP Pay Statements and W2 Access Instructions

Workday (sign in with Stevens credentials required) Pay Statements for wages paid AFTER 4.1.15