Financial Office

The MatSE Financial Office assists faculty, staff and students with all University-related financial needs — from the processing of expenditures and reimbursements to the management of research and miscellaneous accounts.

Below are a list of links and frequently used forms related to financial policies, guidelines, and procedures.

Purchasing Card, Travel and Purchase Order

• Goods and Services/Travel Reconciliation - ServiceNow
  • Goods and Services Reconciliation - Concur
  • Travel Reconciliation - Concur
• Commonly Missed Items on Travel Reports
• Group Meal/Meeting Form
• Lost/Unobtainable Receipt Form
• MatSE Event Sign-in Sheet
• Non-Employee Information Form
• Non-Employee Travel Reimbursement Form
• Purchasing Card Authorization Form
• PCard Support Form
• Purchase Order
• Non-PO Invoices
• Sole/Single Source Justification Form

Tax Exemption - Federal and State

• Tax Exempt States and Forms (including tax exempt letter)

*Please note that these forms are also available on guru.psu.edu