New AU Request Form Instructions

The New AU Request Form form should be used to establish a new posting accounting unit for General Accounting. A detailed list of the AU types that can be established with this form is listed in item #1 below. To establish Grant, Gift, or Research AUs please use the New AU Request - SPA form.

* Indicates a required field

Select the Accounting Unit Type *

Definitions of each type of Accounting Unit type can be found by clicking on the AU Type Info button on the form. This form should be used for:

Agency AU - 198XXX

Budgeting AU - 199XXX

Carryforward AU - 67XXXX

Operating AU - 1XXXXX
Service Agreement AU - 106XXX
Provide the name of the Person Responsible for managing the Accounting Unit *
Proposed Description: This field is limited to 30 Characters *
Select a Division from the dropdown menu *
Active departments will automatically update based on the selected division. Select the appropriate Department from the list. *

If you need a new department, please select “New Department (provide details in the box below)” from the list and indicate the new department name and reason in the detailed description box provided.
Include a detailed description of the proposed Accounting Unit and the expected Revenues and Expenses. *
Choose the Transaction Types to be used in association with the new AU. Check all that apply.

FA Scholarships/Grants: Select this if the Accounting Unit will have a scholarship or grant credit paid out or posted to a student’s account.

Dept Receipts (Deposits at Bursar's office): Select this if AU will be used to make check/cash deposits that are not related to student accounts.

Student Charges (Tuition/Fees): Select this if, AU will be used to bill students for tuition/fees through Peoplesoft, requires approval.

N/A: None of the above. Select this, if no other option applies.
For Service Agreements only, enter the additional information listed below:

AU Start Date and End Date should be found in the documentation for the service agreement.
Foreign Entity – Is the company based outside of the United States?
Billing Code – Are scheduled payments required or is it a fixed price contract to be paid in a lump sum?
Billing Frequency – How often will Loyola bill for the service agreement? Select Quarterly, Semi-annually, or upon service completion from the list.
Type in the requester’s name, budget administrator and the date *
Click on the grey button to send the PDF file as an attachment to FinancialSystems@luc.edu.

* Indicates a required field

Select the Accounting Unit Type *

Definitions of each type of Accounting Unit type can be found by clicking on the AU Type Info button on the form. This form should be used for:

Agency AU - 198XXX

Budgeting AU - 199XXX

Carryforward AU - 67XXXX

Operating AU - 1XXXXX
Service Agreement AU - 106XXX
Provide the name of the Person Responsible for managing the Accounting Unit *
Proposed Description: This field is limited to 30 Characters *
Select a Division from the dropdown menu *
Active departments will automatically update based on the selected division. Select the appropriate Department from the list. *

If you need a new department, please select “New Department (provide details in the box below)” from the list and indicate the new department name and reason in the detailed description box provided.
Include a detailed description of the proposed Accounting Unit and the expected Revenues and Expenses. *
Choose the Transaction Types to be used in association with the new AU. Check all that apply.

FA Scholarships/Grants: Select this if the Accounting Unit will have a scholarship or grant credit paid out or posted to a student’s account.

Dept Receipts (Deposits at Bursar's office): Select this if AU will be used to make check/cash deposits that are not related to student accounts.

Student Charges (Tuition/Fees): Select this if, AU will be used to bill students for tuition/fees through Peoplesoft, requires approval.

N/A: None of the above. Select this, if no other option applies.
For Service Agreements only, enter the additional information listed below:

AU Start Date and End Date should be found in the documentation for the service agreement.
Foreign Entity – Is the company based outside of the United States?
Billing Code – Are scheduled payments required or is it a fixed price contract to be paid in a lump sum?
Billing Frequency – How often will Loyola bill for the service agreement? Select Quarterly, Semi-annually, or upon service completion from the list.
Type in the requester’s name, budget administrator and the date *
Click on the grey button to send the PDF file as an attachment to FinancialSystems@luc.edu.