Records of financial transactions on gift budgets established by Grant and Contract Accounting.  May include but is not limited to:

  • Cash Transmittals (CTs)
  • Cost Transfer Invoices (CTIs)
  • Memo to Request an Advance Notice
  • Credit Card Receipts
  • ProCard transaction approval and reconciliation including reviewed and signed Transaction Detail Report, invoices, and receipts
  • CTA approvals and reconciliations including reviewed and signed UW Transaction Detail with Notes & Account Codes Report, invoices and receipts
  • Packing Slips
  • Petty Cash (Revolving Fund) Records including Application for Revolving Fund
  • Petty Cash Vouchers with supporting documents such as sales slips, cash register receipts, paid invoices
  • Receipt for Petty Cash Advance and study subject compensation records
  • Internal Purchase Approvals
  • Banking Records including deposit slips, canceled checks, reconciliations and monthly statements
  • Delegations of Authority.

Official Copy: Grant and Contract Accounting
Retention: 6 years plus 90 days after termination
Disposition Method: Recyle or Delete

Official Copy: College/School or Department
Retention: 6 years after end of fiscal year
Disposition Method: Recylce or Delete