All Topics

This is a list of all topics contained in the FMS Knowledge Base.

• Where can I get information regarding United States Tax Treaties?
  PLEASE NOTE: A treaty in effect on a specific date cannot be a guarantee of tax free income at the time of your visit to the United States. Financial Management Services or the Internal Revenue Service can deny treaty benefits based on information available to them on a given date.

• Is it possible to receive a complete list of accounts from FMS?
• Is it possible to obtain a copy of the Institutional Policies?
• How does FMS-Payroll determine the amount of federal tax withheld from an employee's paycheck?
• How long should payroll time sheets be retained in a department?
• Who can I call in FMS if I have technical questions regarding the FIS?
• How can I obtain the check number of an accounts payable check?
• Is it possible to receive credit for state tax form IT40 QEC if you live in certain areas of Bloomington?
• Should I use the Disbursement Voucher to pay someone for a special project?
• What is the proper procedure for canceling a Purchase Order?
• Who should I contact to have an encumbrance removed from a university account?
• How can I be sure I'm using the correct object codes when depositing income to my account, or making a refund of income?
• Are aliens who are living in the U.S. required to pay county tax?
• If a check has not yet been received by a vendor or an individual, who can I contact to see if it has been returned to the university?
• In the event I don't receive my standard reports, who can I contact to get a copy?
• What happens to the campus holiday if I don't take it?
• How can I find out the account number(s) charged for payment of an accounts payable invoice?
• Who should I contact with questions concerning employee and non-employee travel?
• Is it possible to obtain a copy of a canceled check paid from one of our department's accounts?
• How can I tell if a purchase order has been paid?
• Is it possible to put a hold on the release of a check to the vendor?
• Where can I obtain information regarding bad debt expense and allowance for bad debts as it relates to auxiliary enterprises?
• How should receivables and sales be recognized in the financial system for auxiliary units?
• Where can I obtain information regarding appropriate accounts payable entries for auxiliary units?
• What steps must I take to gain access to EPIC?
• Which inventory valuation method is appropriate for our auxiliary unit?
• What are the appropriate procedures for making prior period adjustments to an auxiliary account?
• What are the rules for capitalization of equipment purchases?
• Who should I contact to obtain I-9 forms?
• What should I do if I can't locate a capital asset that requires a tag?
• What should I do if an asset located for tagging already has an IU tag on it?
• What should I do if it appears an asset has been duplicated in CAMS (Capital Asset Management System)?
• What are the physical inventory requirements for the university?
• What are the appropriate procedures for retiring a capital asset?
• How can I stop the deduction for union dues from my pay check?
• What are the appropriate procedures for transferring capital equipment to another university department?
• What is the current policy on capital equipment loans?
• What is the current policy on capitalization of fabricated equipment?
• I have never done an inventory for my department before--what is the process?
• Who can I contact with a question concerning a garnishment deducted by the Indiana University Payroll Department?
• What is the asset capitalization process?
• Is it possible to get a copy of Circulars A110 and A21 which are frequently referenced by the Capital Asset Office?
• What are the steps for establishing a new user in TP?
• Where can I find information about the granting agencies with which Indiana University researchers are affiliated?
• I have just assumed responsibility for managing the contract and grant accounts for my organization. Is there someone who can help me get off to a good start?
• Could someone clarify the terminology used when referring to contract and grant issues?
• Why have I received a "password suspended" message when attempting to log into TP?
• Why can't the new users I have established in TP access the system?
• What should I do if an account number has an expired status in the FIS, but should still be active?
• When establishing a routing hierarchy for my organization, is it necessary to complete a review hierarchy document for each document type?
• Can a document be saved in TP before it is completed?
• What should I do if one of our FIS users can't access TP, but UITS has confirmed that all of the necessary steps have been taken by their organization?
• How can I print a document in TP?
• What does the FIS error message "9020 data fetch error" mean?
• What is the function of the Contract and Grant division of FMS?
• When logging into TP, why did I get another Database Login screen after the safeword screen?
• How can I remove a canceled document from my TP in box?
• I received the following message when I attempted to route a Review Hierarchy document: "Modification to Review Hierarchy Pending." What does this mean?
• What should I do if a TP document was routed to me without enough information to identify the transaction?
• What should I do if I am set up to review TP documents but do not yet have a safeword card?
• What is FIS error message, "Serv-error 1205, state1, severity 13..."?
• What does the "#" sign mean when it appears beside the user name in the FIS?
• What does the "LG" appearing in some of the document numbers in the FIS Inquiries screens represent?
• Does the Internal Billing document route to the income Fiscal Officer as well as the expense Fiscal Officer?
• In TP, should a Transfer of Funds route to the "Transfer to" Fiscal Officer for approval?
• Is it possible to forward a TP document without approving it?
• Who is the contact to set up encumbrances?
• What is the FIS error message, "0129-error on field FS_origin_CD; subfield(s) are required?"
• Where can I obtain information about the faculty endowment income matching program?
• Is it possible to obtain information about the government circulars that pertain to my contract and grant accounts?
• Why aren't TP documents routing to the person I set up in my organization's review hierarchy?
• Where can I obtain copies of past C&G Important Notices?
• Where can I obtain information pertaining to Contract and Grant Administration accounts?
• What states (in the U.S.A.) have a treaty with Indiana for state tax exemption?
• What is the current policy on screening of requisitions for federally funded capital equipment?
• What is FIS Inquiries/Balances?
• What is the Indiana University sales tax exempt number?
• What does the FIS error message "3015-control characters not allowed" mean?
• What does "2003 cannot open file" error message mean?
• What are the appropriate steps for closing a Contract and Grant account?
• What object codes should I use on the FIS Transfer of Funds document?
• What are the appropriate steps for extending a Contract and Grant account?
• What are the requirements for transfers between Contract and Grant accounts?
• Once I sign up for direct deposit, how long will it be before my paycheck is automatically deposited to my bank account?
• What are the different Document Status Codes in Transaction Processing, and their meanings?
• Where can I obtain a list of current earn types?
• Why is my machine locking up periodically, then giving me the following DBMS error: "Can't execute fp_gettime?"
• Where can I obtain information on Indiana University's payroll policies?
• Who can I contact to obtain additional payroll forms?
• What steps should be taken to remove equipment from our inventory if we wish to throw it away?
• What is the proper procedure for sending capital equipment to the Bloomington campus salvage warehouse?
• What does the FIS error message, "Route was unsuccessful" mean?
• Why was I taken back to Windows after I entered my safeword card number?
• What does the following error message mean: "Field_doc_desc line subfield too large?"
• Who can I contact if I have technical questions regarding the FMS Web pages?
• What is the correct withholding form for retirees (18/20 plan) to file?
• How can I be sure all the TP documents I have initiated will make it through the approval process in time for year end closing?
• What are wildcard codes that can be used in conducting TP searches?
• Where can I obtain DPO purchase order forms?
• How can I change my password for the FIS system?
• Who can I call about university credit cards?
• What are the appropriate uses of the description and explanation fields in TP?
• Who can I contact for assistance with a safeword card problem?
• How can I prevent an inactive account list from being mailed each month?
• Why is data being dropped from my printed output when I attempt to print from the FIS?
• Who can I contact to clarify Federal Express charges appearing on my ID billing statement?
• How can I move an accounts payable charge to a sub-account?
• Are nonresident aliens exempt from paying social security tax?
• What steps must I take to set up a new petty cash fund?
• What steps must I take to set up a new revolving fund?
• Where can I find out who my C&G analyst is, and whether my award has been received in Contract and Grants?
• If I am a delegate for a Fiscal Officer, how can I approve documents for him/her when he/she is on vacation or ill?
• Why was my document disapproved for the use of an incorrect object code if I used an object code recommended in FMS documentation?
• As a biweekly staff member, when will I become eligible to use vacation, sick, or personal days?
• How do I install the FIS software on my PC or LAN?
• Who can I call for assistance if I have problems with the FIS Transaction Processing System?
• What is the Gold key on the FIS client?
• Is it possible to cut and paste from an FIS screen to a word processing or spreadsheet application?
• Why did my FIS transaction hang during normal processing with the cursor appearing as an hour glass?
• What keystrokes can be used to open the menu items on the FIS screens?
• Where can I direct nonresident employees, who are now in their home country, for tax assistance?
• Is it possible to generate a specialized billing report using Data Direct?
• I am visiting the U.S. on a J-2 VISA. Why are FICA Retirement and FICA Med being deducted from my paycheck?
• How are service (66-XXX-XX) accounts established, and what is their purpose?
• After I create an FIS User Document and route it, what is the process that follows?
• What are the dates of workstudy employment for academic year 1998-99?
• Where can I find out about student health insurance?
• Why did I receive the following error message, when attempting to run a Consolidation Pre-defined query: Error on line 174 (SQR 3301)?
• Why doesn't the user id and password I use to access the FDRS through Netscape allow me to access the FIS/TP system?
• Could you define the various IU fund groups and explain how funds are utilized?
• How can I generate specialized interdepartmental billing reports via the Reports Viewer on FMS Web?
• Why is a position in our organization (currently ranked PAXX) being charged at the 2401 benefit rank while the 2400 object code appears in HRIS?
• Is it possible to get one report from the FDRS that will compare spending by S & E object codes for each month, year to date, and end of year, for the last three fiscal years?
• Is it possible to receive a listing of the labor distribution object codes and the associated fringe benefit codes?
• How can I make a change to the amount of money deducted from my payroll check for the IU Foundation?
• What are the steps for running the Organization Hierarchy Report on the FDRS?
• Who maintains the mailing list for C&G Important Notices?
• What is meant by the error message, "1537--Incorrect print job specified?"
• Is it possible to look up FedEx ID billings with DataDirect, in addition to searching within the FedEx application?
• What are the A-21 Effort Reports?
• Am I required to have a UITS User Agreement in place before being authorized access to the FDRS (Financial Data Retrieval System)?
• I have been attempting to run a report on the FDRS (Financial Data Retrieval System), but receive no data. Am I doing something wrong?
• Why am I unable to retrieve the faculty/staff salary listing from the FDRS?
• What is the FIS-L listserv?
• Is it possible to set up a workgroup in TP to approve documents that use specific accounts?
• Now that I am a permanent resident of the U.S., how do I change my tax status in Indiana University's records?
• Can the FIS electronic disbursement voucher be used to replenish a petty cash fund?
• What is the difference between an account delegate and a review hierarchy?
• As a U.S. citizen working outside the U.S., am I still required to pay FICA-Retirement and FICA Medicare taxes?
• Must I attach a voided check or deposit slip with my direct deposit enrollment form?
• What is the difference between a delegate and a primary delegate in the FIS?
• How can I subscribe to the FIS-L mailing list?
• How can I contact my chart manager?
• What is the difference between the FIS User list and the Universal User list; and where can I find these lists in the FIS?
• How can I add a missing FEIN number for a payee in the FIS disbursement voucher data base?
• Which documentation location should I select for my travel-related disbursement voucher if I am on a campus other than IU Bloomington?
• How long (how many years) should I keep my standard reports on file?
• Are people who are paid on a supplemental payroll voucher required to have a checking account for direct deposit?
• Is it possible to use sub-accounts and sub-object codes in TOPS?
• Why can't I download my monthly operating statements from the FDRS to a spreadsheet application such as Excel?
• Must a Fiscal Officer sign the disbursement voucher cover sheet (certification) for travel payments if they have approved the electronic disbursement voucher?
• Does it really matter whether a payee is a non-resident alien when making a refund via the disbursement voucher?
• Who can I contact via e-mail with a question regarding my financial aid?
• I am attempting to run a Detailed Transaction Listing from the FDRS for January of last fiscal year. I have entered 7 for the fiscal period, but get no data. What might I have done wrong?
• Where can I get a current list of active object codes?
• How can I find out the expiration date on a Contract & Grant account?
• Where can I obtain a supply of disbursement voucher mailing envelopes?
• In what cases is it appropriate to obtain a W-9 or Payee Certification when processing a disbursement voucher?
• Please explain the use of the fiscal period code in running reports in the FDRS (Financial Data Retrieval System).
• Why do I get an error message: "Cannot connect to the Citrix MetaFrame server. An I/O error occurred while your request was being processed. "
• Would you please clarify the current policy on the fees assessed for processing of financial transactions by FMS?
• Why don't I receive standard reports for my account?
• When a financial document is ad hoc routed to a Fiscal Officer, why doesn't it appear in the in box of the primary delegate to that Fiscal Officer?
• What are the transactions that appear with the "BARC" document number prefix on my monthly operating detail reports, and where can I obtain more information about these transactions?
• Where can I obtain the proper form to stop payment on a university check that was lost or stolen?
• Where can I obtain a payroll direct deposit form?
• What must I do to have my name removed from the FIS-L mailing list?
• Why can't I access the labor reports through the "Account View" in the FDRS (Financial Data Retrieval System)?
• What are the steps for setting up a FIS account delegate if the Fiscal Officer is not a FIS user?
• Is it possible to obtain written instructions for utilizing the FDRS (Financial Data Retrieval System) "Account View?"
• How can I be sure that FIS documents initiated by me are approved by important deadlines?
• How can I ensure that cash receipt documents created in my organization route to me before going to the Bursar?
• Why doesn't my saved DataDirect query work?
• Is there a secure alternative to IUIS FTP?
• Why can't I access the Labor Operating Detail Report through the Reports Viewer?
• What are the hours of operation for the Financial Data Retrieval System?
• How do I establish a Disbursement Voucher payee as an employee paid outside of payroll?
• How are taxes calculated for contract employees?