Account Funding

Account Funding

Receiving Account Balance:  

• Email Revenue Coordinator, Rachel Bernard, at jsomrc@indiana.edu.

Receiving Monthly Statement:

• Standard reports are made available at the end of each month.  These static reports capture data for a given month and service as snapshots of accounting activity at that point in time.  Reports are generated for General Fund Accounts with activity or non-General Fund accounts with a non-zero cash balance.  These reports include:
  • Operating Statement
  • Accumulated Operating Statement
  • Transaction Listing
  • Labor Operating Detail
• These reports are made available to Account Fiscal Officers, Account Delegates, Account Managers and Account Supervisors within the first two business days following the end of a month.  If you would like to be set up to receive these reports, please email Rachel Bernard at jsomrc@indiana.edu. For more information, please see FMS Standard Reports.
• Monthly statements for both IU and IU Foundation are also available upon request.  If you like to receive statements from the Business Office on a monthly basis, please email Rachel Bernard at jsomrc@indiana.edu or call 812-856-4165.  Statements are received no later than the 15th of every month.
• If you have any questions about account balances or need transaction information, please call Rachel Bernard, Jake Peters or Elizabeth Winchester for assistance.