Accounts Receivable


Policies/Procedures/Guidelines   |   Process Help   |   Report Help   |   Oracle List of Values 



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Accounts Receivable Invoice issues

Administering Letter of Credit Sponsored Programs Accounts

Allocating Part of an Award to Another Campus or Department within SUNY

AP Cost Transfer

Application Review and Endorsement

At Risk Policy

Award Edits


Balancing Cash Receipts

Bank Account Establishment Policy

Budget Adjustment Procedures

Budgetary Controls

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Calculating Drawdown Amounts

Cash Awards: Reconciling and Applying Cash Receipts

Catalog for Federal Domestic Assistance

Certification of Salary Distribution (Effort Reporting): Overview

Conflicts of Interest in Public Health Service Sponsored Programs - Policy

Contracts with State Agencies

Correcting Overexpended Awards, Projects, and Tasks

Cost Sharing: A Guide for Administrators

Cost Sharing Policy



Date Amendments: Changing Start and End Dates in Grants Management

Distribute Credit for Interdisciplinary Activity on Awards and Projects



Effort Reporting Policy

Entering Follow-up on Outstanding Accounts Receivable Invoices

Establishing and Maintaining Campus Bank Accounts and Petty Cash Funds

Establishing and Maintaining Campus Reserves to Cover Losses

Establishing and Maintaining Credit Card Merchant Accounts

Excerpts: Unallowable Costs

SUNY Export Controls Printable pdf

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First Billing Offset Days: Functionality and Use

Fixed Price Balance Awards

Fixed Price Balance Award Administration Policy

Form B- New York State Consultant Services Contractor's Annual Employment Report

Formal Collection Action

Funding Received Under the American Recovery and Reinvestment Act of 2009 (ARRA)



Gifts and Non-cash Awards

Gift Acceptance Policy

Governmental Restrictions on Transfer of Information & Materials to Foreign



Hotel and Motel Fire Safety Act

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Identifying and Collecting Past Due Accounts Receivable Invoices

Impact of Project, Task, and Award Establishment on Accounts Receivable

Indirect Cost Controls and Calculation





Letter of Credit Payment Process: Overview



Monitoring Controls Over Accounts Receivable Key Processes

Monitoring Controls Over Grants Management



NACUBO Classification

Naming Standards for the Customer (Sponsor) & People Files

New or Updated Policy (DOC)

New or Updated Procedure-Guideline (DOC)

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OMB Circular A-110 - Amended for FOIA Access



Placing Expenditures on Billing Hold

Publications of Research Activities




Refund to Sponsors

Renewal Awards

Reporting Periods for Certification of Salary Distribution (Effort Reporting)

Requesting Chancellor Approval for Exceptions to Policies

Rescind an Award or Project

Resolving Differences Between the GMS and the RFASI

Resolving Problems When Processing Charges Against an Award

Responsibilities for Certification of Salary Distribution (Effort Reporting)

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Sponsor Invoicing

Sponsored Programs Application Policy

Sponsor Required Reports

Sponsor Salary Restrictions: Department of Defense

Sponsor Salary Restrictions: Including Clinical Practice

Sponsor Salary Restrictions: National Institutes of Health Limitations

Sponsor Salary Restrictions: National Institutes of Health, AHRQ, and SAMHSA

Subrecipient Monitoring and Management Policy

Subrecipient Monitoring and Management Procedure

Subrecipient/Vendor Relationship

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Transaction Controls

Transaction Processing to an Award

Transfer of Sponsored Projects Policy



Unrestricted Fund Expense Policy








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Process Help

Add Comments to a Sponsor Invoice

Add or Delete a Billing Event

Adjust an Invoice

Adjust Burden Cost (F&A, Agency Fees, and Fringe Benefits)

Approve and Release an Invoice

AR Attachments in the Grants and Accounts Receivable Modules

Cancel an Approved, Released or Accepted Sponsor Invoice

Create an Advance Invoice

Create, Change or Add an Invoice Certification

Create, View and Delete a RF Federal Financial Report

Delete an Unapproved Sponsor Invoice

Placing Expenditures on Bill Hold

Query to Find an Advance Invoice Number

Regenerate a Sponsor Invoice

Reopen an Award

Split F&A Expenditures

View a Sponsor Invoice in AR

View and Print a Sponsor Invoice in Grants

View Expenditures on Bill Hold

Cash Receipts

Inquire on a Cash Receipt

Move Cash Receipts

Review Cash on an Award

Daily Cash - Post


Report Help

Accounts Receivable Invoices in Formal Collection

Accounts Receivable User Metrics

Aging 7 Bucket

Award Billing Information

Billing and Receipt History Report

Collector Contact History

Customer Credit Snapshot

Financial Report F208

Grant Expenditure Export Award Level

Grant Expenditure Export Project Level

Grant Expenditure Export Task Level

Incomplete Invoices

Invoice Detail Export

Invoice Detail Report

Invoices Due for Billable Award

Past Due Invoice

Past Due Invoice Export

Reports Due

Run A Report

Unapproved Draft AR Invoices

Cash Receipts

Misc Transaction Report 

Receipt Register

Run A Report

Unapplied Receipts Register


Oracle List of Values Definitions

Bill Hold


Billing Cycle

Billing Distribution Rule

Billing Format

Billing Terms

Non-Labor Invoice Format

Revenue Distribution Rule

Payment Method