Budget and Finance on TUportal

Access to the Budget and Finance tab in TUportal is available to all employees and will automatically appear when you log in. The resources and forms you have previously found on the departments’ webpages are now organized by the following function-based channels:

Announcements:  A one stop shop for all the latest news related to budget and finance

Budget: Core resources for business managers including budget development tools, operating budget reports, capital budgeting process forms, position control and RCM planning materials can all be found here

Buying and Paying: Need to pay an invoice? Guidelines, payment information, internal forms and resources used in the Accounts Payable process. Also some of the links to components used for Purchase Orders and Purchasing can be found in the Buying and Paying channel

Financial Administration: Employees can catch up on Administrative Council quarterly updates, review business continuity plans and link to information from the CFO's office.

Financial Policies and Procedures: Learn more about Temple University policies related to Accounting, Cost and Property, Procurement, Travel and more in this channel. You can also visit Temple University Policies and Procedures for a complete listing of University Policies.

General Accounting: Employees will find forms and resources related to the functional roles within the Controller's Office. Information regarding financial statements, FOAPAL/Chart of Accounts and Cost Center input is located in the General Accounting channel

RCM: In this channel you will find reports and outcomes from our assessment of the model, resources and literature published about how RCM has worked at other institutions as well as training slides with sample tools to introduce you to incentive-based budgeting.  We are committed to finding and sharing useful information as you discover how to be effective and successful in the RCM environment.

Travel and Expense: Planning a trip? This channel links employees to Concur, provides tips for making reservations, and important information regarding Temple Travel Guidelines and Resources