Finance (FIN)

Originating Unit

• Records series that apply to multiple units

  FIN-0210	Purchasing Cards	End of fiscal year	Trigger + 7 years
  FIN-0300	Procurement	Bid awarded	Trigger + 7 years
  FIN-0520	Unit Budget	End of fiscal year	Trigger + 7 years

Finance

• Accounting System and Access

  FIN-0100	Accounting: System		Permanent
  FIN-0110	Accounting: Chart of Accounts		Permanent
  FIN-0120	Accounting: Security Access		Permanent

• Accounts Payable, PCards, Expenses

  FIN-0200	Accounts Payable	End of fiscal year	Trigger + 7 years
  FIN-0210	Purchasing Cards	End of fiscal year	Trigger + 7 years
  FIN-0220	Expense Statements	End of fiscal year	Trigger + 7 years

• Research: Accounts Payable and Grants

  FIN-0250

  Research Accounting: Grants and Accounts Payable

  End of grant/funding agreement

  Trigger + 7 years

• Procurement

  FIN-0300

  Procurement

  Bid awarded

  Trigger + 7 years

• Budget

  FIN-0500	University Budget		Permanent
  FIN-0510	Budget Committee	End of fiscal year	Trigger + 7 years

• Audits, Reports, Taxes

  FIN-0400	Reports	End of fiscal year	Trigger + 7 years
  FIN-0800	Audit	End of fiscal year	Trigger + 7 years
  FIN-1200	Taxes	End of fiscal year	Trigger + 7 years

• Authorization: Signing Authority, PCard

  FIN-0700	Authorization: Signing Authority	Superseded	Trigger + 7 years
  FIN-0710	Authorization: Credit Card	Superseded	Trigger + 7 years

• Treasury

  FIN-0600

  Treasury

  End of fiscal year

  Trigger + 7 years

• Accounts Receivable

  FIN-0900

  Accounts Receivable

  End of fiscal year

  Trigger + 7 years

• Payroll

  FIN-1100

  Payroll

  End of fiscal year