Link to Accounting Forms/Adobe Workflows video training
Please Note *Log in to CSUMB Adobe is required to access the forms
Financial Transaction Request – Expense/Revenue Transfers, Cost Recovery, Auxiliary and Third Party Billing.
Interagency Financial Transaction (IFT) – An IFT is a mechanism to facilitate the movement of funds between campuses and the Chancellor’s Office.
Purchase Order Payment Request Form – to request payment on a blanket purchase order ending on 6/30/2026. All new blanket purchase order must be opened in CSUBuy P2P starting 7/1/2026. Exceptions will only be made for significant capital projects managed by FMD.
Supplier Direct Pay Form – Process for paying suppliers for goods and or/services that does not require going through the formal procurement process. Submission through Adobe Workflow will no longer be accepted effective 4/01/26.
PO Exception Notice Form – This form is required if a Purchase Order (PO) is required and a direct payment request is submitted. Submission through Adobe Workflow will on long be accepted effective 4/01/26.
Personal Reimbursement and Petty Cash Form – For all personal reimbursements, please submit requests in Concur. After 4/1/2026 please use the form to replenish the petty cash fund at cashiering locations.
Hospitality Justification Form - this from is now available in both CSUBuy and Concur. CSUMB is a state funded organization and cannot allow expenditures that lack a valid business purpose. The Hospitality Justification Form us used to justify a questionable expense, and give validity to the business purpose behind the expenses. The IRS determined that business expenses like meals and entertainment are valid business expenses in certain situations, but not at all times. Similar to the IRS, at CSUMB, expenses that relate to food, meals, and entertainment are automatically a questionable business expense and require a hospitality form to document the business purpose.
