Forms

Certain links require ULink/Single-Sign On

🔗Blackboard Training Portal > Cardinal Workday Finance Toolkit > PeopleSoft to Workday Translation - Common Processes to compare PS to WD Finance

Accounting & Financial Reporting:

Sponsored Programs Cost Transfer Justification - If using a grant (sponsored program), you must send to grantfa@louisville.edu.

Accounting Operations:

Accounts Payable

Expense Exception Request

Supplier Registration Request (department submits, requires ULink login)

General Ledger

Journals and Accounting Adjustment (formerly Journal Voucher Form)

Friendly Enterprise Interface Builder (EIB) Upload: opens up directly to Excel or Downloads (formerly Journal Entries and Flat File Feeds)

• Friendly Bulk/EIB Journal Upload Job Aid

Petty Cash Reconciliation Log

Travel

Travel Card Request - Create Request in Workday and select Travel Card Request

Travel Card Spending Limit Request - Create Request in Workday and select Travel Card Spending Limit

University Accounting

Ad Hoc Bank Transaction 

• Job Aid: Ad Hoc Bank Transaction (formerly Cash/Deposit Posting grid and log)

Payroll Services:

Foreign National Nonwage Payment Form

Non-cash Compensation Form

Overpayment Form 

Workday Manual Timesheet (xls) 

Workday HR:

• Payment Elections (direct deposit and plastic paycheck)
• Reading your Paycheck / Payslip QRG
• Compensation Changes to Salary or Hourly Base Pay QRG (formally known as Additional Pays)
• One Time Payment QRG (formally known as Additional Pays)
• Please reach out to WorkdayHR@louisville.edu with any questions.

City/County Tax Exemption Form 2026 (current year)

Earned Income Tax Credit

Federal and State Withholding Elections QRG (W-4, K-4 Kentucky, WH-4 Indiana): WorkdayHR

Louisville Metro Occupational Tax Refund Form

Special Check/On-Demand Request Form

W-8BEN Certificate of Foreign Status of Beneficial Owner For U.S. Tax Withholding

• Note: Where applicable, Form W-8BEN will be automatically generated if you have a record in the GLACIER Tax Compliance System.  The link to Form W-8BEN is provided here only for those individuals who are not set up in GLACIER (e.g., non-U.S. residents receiving scholarship or royalty income).  We strongly recommend, however, that all non-U.S. residents receiving payments from the University contact Payroll Services to have a record set up in GLACIER in order to make accurate tax withholding determinations.

Tax & Compliance:

Kentucky & Other State Sales Tax Exemption Certificates

W-9 Forms and IRS Letters of Determination (UL, ULAA, ULRF)

Unrelated Business Income Tax (UBIT)

Annual Activity Questionnaire

Treasury Management & Merchant Services:

Debit Authorization: contact Treasury Management on next steps to setup vendor for EFT debit (pulling of funds automatically).

PNC Bank Deposit Slip Order (deposit slips are free)

• This form needs to be completed and submitted to place order for deposit slips. You will be contacted by Treasury Management when the deposit slips are received and make arrangement for pickup or campus delivery. If you have any question in completing form click here to contact Treasury Management.

Transmittal of Receipts

Remit to UofL Via EFT

Credit Card (PCI) Merchant Services:

• Application for New Merchant Account