General Accounting
University Financial Services & Treasury/General Accounting is located in the Anderson Tower, 4th floor.
General Accounting is responsible for recording the inflow and outflow of University resources and can assist with inquiries or research regarding financial matters and fund balances, and enforcing PCI Compliance for WesternU’s merchant locations.
- Commonly Used Expense Accounts Listing
- Activity Code Maintenance Request Form
- Fund Maintenance Request Form
- Org Maintenance Request Form
- Account Maintenance Request Form
- Fund Transfer Guidelines
- Transfer Request Form – Accounting
- Advancement Donor Form – Required when submitting donor related expenses.
- Financial Information Access Request Form
- PCI Pre-Qualification Form, includes links to PCI Policy and Procedures.
- For general inquiries please contact: Tracy Armas tarmas@westernu.edu, Technical inquiries: techsupport@westernu.edu
Which Sales are subject to sales tax?
How do I obtain a copy University’s W-9?
If I need to make a cash transfer, which form should I use?
Who do I send the cash transfer or reclassification form to?
Please send cash transfer forms pertaining to sales transactions to Tracy Armas (tarmas@westernu.edu) and all other cash transfer and reclassification forms to the finance@westernu.edu email.
How can I check on a fund balance?
- Log into Self-Service Banweb (https://banweb.westernu.edu)
- Select Financial Services from the main menu
- Select Budget Queries
- Create a query by entering the fund and the organization number
- Submit the query
How can I gain access to a fund or org?
Contact the finance department via email at finance@westernu.edu.
Who should I contact regarding questions on my financial reports?
Contact the finance department via email at finance@westernu.edu.
How do I go about getting a credit card terminal?
Contact Alex Berger (aberger@westernu.edu) or the Bursar’s Office email (bursarsoffice@westernu.edu), in University Financial Services and Treasury department.
How can I expense Federal/State grants and contracts?
You need to obtain an approval from Sponsored Programs and Contract Management before you can submit the request to the University Financial Services & Treasury.
How do I set up a fund?
Contact the finance department via email at finance@westernu.edu.
STAFF
Perry Self, University Controller
Accounting and compliance functions that include, preparation of financial information, researching, auditing, monitoring, and etc.
Yutong Li, Accounting Manager
Accounting and compliance functions that include grants, gifts, leases, capital assets, revenue recognition, and assists in researching, auditing, monitoring, etc.
Tracy Armas, Financial Accountant
Account analysis and full review of general ledger, bank & investment reconciliations, tax filings.
Ruth McGuire, Accounting Associate
Claudia Monje, Financial Accountant
Investment revenue recognition, patient clinic revenues, contribution revenues.