Finance and Administration
CWU Accounting Office
Our department includes SURC Accounting and Grant & Contract Accounting.
Annual Financial Reports
CWU Financial Reports by Fiscal Year:
System Financial Reports by Fiscal Year:
Investment Portfolio:
CWU Investment Acct FY22 (PDF)
CWU Endowment Annual Bond Mix FY22 (PDF)
CWU Endowment Annual Consolidated FY22 (PDF)
CWU Endowment Annual Stock FY22 (PDF)
Accounting Procedures & Guidelines
Relevant policies and procedures can be found in CWU's Policies & Procedures manuals.
Budget Management Forms
- ChartField Redesign nVision Layouts (PDF)
- Chart of Accounts Cross Reference Tools (PDF)
- CatPlan Forms
- Financial Management System End User Queries (PDF)
- Query Friendly Viewer (PDF)
nVision Guides:
- nVision Training Fact Sheet (PDF)
- Running Basic "multi-charted" Reports (PDF)
- Running Burn Rate and Burn Rate Backup Reports (PDF)
- Running Fund Summary and Detail Reports (PDF)
- Running Project Type Summary and Detail Reports (PDF)
General Accounting Forms
FMS PeopleSoft Forms
Accounts Payable Forms
- A-19 Invoice Voucher Form (MS EXCEL)
- Lost Receipt Verification Form (PDF)
- Payment of Invoices on Standing Orders (PDF)
- Check Request Form (PDF)
- Check Request Petty Cash Form (PDF)
- Designation of Petty Cash Fund (PDF)
- Petty Cash Reimbursement/Receipt Form (PDF) | Petty Cash Reimbursement/Receipt Form (MS EXCEL)
- Reimbursement of Petty Cash (PDF) | Reimbursement of Petty Cash (MS EXCEL)
Other Forms
Closing Calendars | Closing Tables
- FY 2023 Closing Calendar (PDF)
- Fiscal Year End Closing Table for 2022 (PDF)
- FY 2022 Closing Calendar (PDF)
Reconciliation
Additional Resources
Contact Us
Accounting Office Staff
- Chris Huss, Christopher.Huss@cwu.edu (509) 963-1997, Fiscal Systems Functional Manager
- Juliana Lowe, Juliana.Lowe@cwu.edu (509) 963-2760, Foundation Finance Manager
- Tracy Pitzel, Tracy.Pitzel@cwu.edu (509) 963-1991, Fiscal Analyst 3
Auxiliary Accounting Staff
- Trent busy, Trenton.Bucy@cwu.edu (509) 963-2840, Auxiliary Finance Manager
- Melissa Reynolds, Melissa.Reynolds@cwu.edu (509) 963-2836, Fiscal Specialist Supervisor
- Krista Houghton, Krista.Houghton@cwu.edu (509) 963-2806, Fiscal Analyst 3
Grant and Contract Accounting Staff
- Kelly Minor, Kelly.Minor@cwu.edu (509) 963-1987, Fiscal Analyst 4 (Investment/Asset Management)
- Heather Harrell, Heather.Harrell@cwu.edu (509) 963-1988, Post Awards Manager
- Teresa Vadnais Teresa.Vadnais@cwu.edu (509) 963-2302, Fiscal Specialist 1 - Grant Accounting
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