An account (referred to as budget purpose in AIS) may be established when a new unit or department is created or when there is a need to separate activities or expenditures within an existing unit. In either case, the establishment of an account provides those responsible for the activity a means of keeping track of receipts and expenditures connected with the activity.
In addition to an appropriate name for the account and a budget purpose number (assigned by Administrative Accounting), each account established must have a person responsible for all transactions involving the account. That individual is the “fiscal officer” of the account. These three elements; account name, budget purpose number and signature of the fiscal officer, are essential to all actions taken.
To request a new account, complete the "Request for New Account" form available at https://www.siue.edu/its/ais/eforms/pdf/account_new_request.pdf. Instructions for the form are available at https://www.siue.edu/its/ais/eforms/pdf/account_new_request_instructions.pdf.
Once an account (budget purpose) is established it may become necessary to make changes to the account or close the account.
To make changes to an account or to close an account, complete the “Request for Account Change or Discontinue” form available at http://www.siue.edu/its/ais/eforms/pdf/ais_account_creation.pdf. Instructions for the form are available at https://www.siue.edu/its/ais/eforms/pdf/account_changes_discontinue_instructions.pdf.
The form is designed to accommodate the following changes:
1. Request a new account
2. Discontinue an account
3. Change an account title
4. Add, change, or remove fiscal officer, delegate, or unit officer.
Additional forms such as the Fiscal Officer Attestation Statement and the Request for AIS Access are available at:
http://www.siue.edu/its/ais/index.shtml
