Request Accounting and Financial Forms

Learn where to find and how to submit accounting & financial management forms.

Submit common Accounting & Financial Management requests through the UC San Diego Services & Support portal.

Request Type	Details
Category Code Request Form	The category code references the department that will utilize any/all association to the detail code posted on an AR student account. The Category Code should consist of an abbreviation of four-letters from the title of the department (a number is acceptable in the coding). This category code will be utilized by the department when requesting new payment/charge detail code(s) that will post to a student account. \ The category code request form is sent directly to SFS for entry into the ISIS AR billing system. Internal Control & Accounting (ICA) is not required.
Intercampus Recharge	An intercampus recharge is a billing of expenses between two UC campuses or between one UC campus and the UC Office of the President (UCOP). To charge (invoice) another UC Campus or UCOP, complete this request form.
ISIS Detail Code	Detail codes drive the description on student billing statements and determine where your department receives credit in your ledgers. ISIS detail codes will only be created to enter student charges into the ISIS AR system starting July 1, 2020.
Non Salary Cost Transfer Request	Process for requesting a non-salary cost transfer within Oracle.
Oracle MCI File Submission (Recharges)	Submit an MCI File to process Internal Charge expenses.
Oracle PPM General Project Request	Process for requesting new, close, or modifications to existing Oracle PPM General Projects.
Resource Transfer Request	Process for allocating resources within a single fund. To move expenses between funds or projects use the Cost Transfer Request.