{"id":717,"date":"2023-02-22T19:47:17","date_gmt":"2023-02-22T19:47:17","guid":{"rendered":"https:\/\/qa.www.purdue.edu\/treasurer\/finance\/\/?page_id=717"},"modified":"2026-03-31T11:37:01","modified_gmt":"2026-03-31T15:37:01","slug":"finance-templates","status":"publish","type":"page","link":"https:\/\/www.purdue.edu\/treasurer\/finance\/controller\/accounting-services\/finance-templates\/","title":{"rendered":"Finance Templates"},"content":{"rendered":"\n<div class=\"section\n                \n                \n                \n                \n                \n                \n                 page-layout-wide\n                \n                \n                \n                \n                \"><div class=\"container\">\n<h1 class=\"wp-block-heading\">Finance Templates<\/h1>\n\n\n\n<p>Templates available:<\/p>\n\n\n\n<p>Internal Order Template required to request new Internal Orders.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/sites\/ControllerDocuments\/Shared%20Documents\/General\/Accounting%20Services\/Finance%20Templates\/Internal%20Order%20Template.docx\">Internal Order Template<\/a><\/li>\n<\/ul>\n\n\n\n<p>The AR Upload Template is the Accounts Receivable Billing upload.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/sites\/ControllerDocuments\/Shared%20Documents\/General\/Accounting%20Services\/Finance%20Templates\/AR%20Upload%20Template.xlsm\">AR upload template<\/a><\/li>\n<\/ul>\n\n\n\n<p>The JV Upload Template provides the opportunity to upload multiple journal vouchers. The document type drop-down allows you to select the correct document type.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/:x:\/r\/sites\/ControllerDocuments\/Shared%20Documents\/General\/Accounting%20Services\/Finance%20Templates\/onepurdue_JV2019.xlsm?d=wc996d5bb012d4b5ba27b005dc009c271&amp;csf=1&amp;web=1&amp;e=GGfE0V\">JV upload template<\/a><\/li>\n<\/ul>\n\n\n\n<p>The WBS Plan Template is used when uploading a plan to SAP.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/sites\/ControllerDocuments\/Shared%20Documents\/General\/Accounting%20Services\/Finance%20Templates\/WBS%20Plan%20Upload%20Template.xlsx\">WBS Plan upload template<\/a><\/li>\n<\/ul>\n\n\n\n<p>The&nbsp;Faculty Allocation Structure Upload Template &#8211;&nbsp;As of 7\/19\/18 please use this template to set up the faculty structure and not the individual element.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/sites\/ControllerDocuments\/Shared%20Documents\/General\/Accounting%20Services\/Finance%20Templates\/Faculty%20Allocation%20Structure%20Upload%20Template.xlsx\">Faculty Allocation Structure Upload Template<\/a><\/li>\n<\/ul>\n\n\n\n<p>Fiscal Approver Template for adjustments to the Fiscal Approver table.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/purdue0.sharepoint.com\/sites\/masterdatarequests\">Request Template for Workflow<\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns page-layout-columns columns is-multiline is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column column is-two-thirds-desktop is-full-tablet is-full-mobile page-layout-main is-layout-flow wp-block-column-is-layout-flow\">\n<p><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column column is-one-quarter-desktop is-full-tablet is-full-mobile page-layout-sidebar is-layout-flow wp-block-column-is-layout-flow\">\n<p><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":146,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-717","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/pages\/717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/comments?post=717"}],"version-history":[{"count":10,"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/pages\/717\/revisions"}],"predecessor-version":[{"id":33570,"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/pages\/717\/revisions\/33570"}],"up":[{"embeddable":true,"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/pages\/146"}],"wp:attachment":[{"href":"https:\/\/www.purdue.edu\/treasurer\/finance\/wp-json\/wp\/v2\/media?parent=717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}