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Accounting | Administrative | Education | Environmental | Financial
General | Legal | Marketing | Personnel
Record Series
A - B - C - D - E - F - G - H - I - J - K - L - M - N - O - P - Q - R - S - T - U - V - W - X - Y - Z - Numbers
A
Annual Financial Report
- Description: Consolidated year-end report of financial situation showing assets and liabilities. Usually broken down by major
funding area.
- Planning and Budgeting
- Retention: 4 years; transfer to Archives
- IUC number: FIN7000
Audit Report
- Description: Final Report of state or independent audit
- Treasurer
- Retention: 4 years; transfer to Archives
- IUC number: FIN7010
B
Bad Debt Actions
- Description: Overdue accounts, such as library fines, parking tickets, loans, payment for services rendered.
- Retention: 4 years
- IUC number: FIN6000
Bank Deposits, Bank Reconciliations, Bank Statements, Canceled Checks, Check Register
- General Schedule
- Retention: 4 years
- IUC number: FIN1000
Bids, Accepted
- Description: For purchases
- Retention: Active + 5 years
- IUC number: FIN8010
Bids, Rejected
- Descriptions: For purchases
- Retention: 3 years
- IUC number: FIN8000
Bond Registers
- Description: Listing of bonds sold, usually for building projects, showing purchaser, date redeemed, interest due, etc.
- Retention: Active + 6 years
- IUC number: FIN5000
Budget Planning Documents
- Description: Budget requests, including program plans for coming year, usually by cost center
- General Schedule
- Retention: Active + 1 year
- IUC number: FIN2000
Budget - Institutional
- Description: Final, approved yearly budget for institution, usually in printed form.
- Retention: Active + 1 year; transfer to Archives
- IUC number: FIN2000
C
Cost Accounting
- Description: Record analyzing cost for producing certain items or performing certain tasks.
- Retention: 4 years
- IUC number: FIN7010
D
Delinquent Accounts Report
- Description: Listing of students who owe money to university or college
- Retention: 4 years
- IUC number: FIN6000
Delivery Slips
- Description: Documents sent with purchased goods indicating item(s) shipped.
- Retention: 3 years
- IUC number: FIN8020
E
Endowment Fund Reports - Annual
- Description: Annual report of funds collected or expended by endowment accounts.
- Development/Foundation
- Retention: Active + 6 years
- IUC number: FIN3000
Endowment Fund Reports - Periodic
- Description: Periodic report of funds collected or expended by endowment accounts.
- Retention: Active + 6 years
- IUC number: FIN3000
F
Financial Report - Annual
- Description: Consolidated year-end report of financial situation showing assets and liabilities. Usually broken down by major
funding areas, such as academic and student services areas. May include audit report.
- Retention: 4 years; transfer to Archives
- IUC number: FIN7000
P
Parking Tickets - Unpaid
- Retention - 4 years
- IUC number - FIN6000
Payroll Checks
- Description: Checks paid employees for services they perform.
- Retention: 4 years
- IUC number: FIN1000
Purchase Orders
- Description: Purchasing Office's copy of order to a supplier authorizing purchase of goods.
- Purchasing
- Retention: Active + 5 years
- IUC number: FIN8010
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