Accounting Handbook

General Statement

These guidelines and procedures are applicable to all funds administered by the University of Houston-Clear Lake. All expenditures of the University shall be consistent with applicable State and Federal laws and regulations; any restrictions, rules, or regulations placed on the use of the funds by donors and granting or contracting agencies; and, prudent management practices. In addition, all expenditures from University funds must be reasonable and necessary for carrying out the programs and activities of the University, and shall be documented in a way that clearly substantiates such responsibility to all of our constituencies.

In accordance with good business practices, the university requires departments to reconcile accounts on a monthly basis. As a consequence, charges, encumbrances, reallocations, and corrections should be processed by all units within 90 days of the transaction date. At the end of the fiscal year, the time frame is shortened to meet the end-of-year processing cycle.

Table of Contents

Account Corrections

Account List

Asset Management

Asset Management Refresher Training

BOA Merchant ID List

Bookstore & Gift Shop Purchase

Cell Phone Allowance Guidelines

Check and Cash Management

Continuing Education Fee

Credit Card Merchant ID Setup and Maintenance Policy

Definition of Fund Groups

Employee Financial Responsibility

Endowment Account Setup

Endowment Guidelines

Endowment Training Presentation

Establishing a Center or Institute

Expenditure Guidelines

Extension of Credit

Fixed Rate Plan & FAQs 2015-2016

Food and Entertainment Related Accounts

Gift Handling Policy

Gifts to Employees and Non-Employees of University

Guidelines for Terminating Academic Centers or Institutes

Incidental Fees, Course Fees and Other Charges

Interdepartmental Transfer (IDT)

Payments to Non-Resident Aliens

Reconciliation of Cost Centers

Reporting Financial Accounting Information to External Parties

Return Checks to be Voided

SAM Handbook:  UH System Administrative Memoranda

Please contact General Accounting at GeneralAcctg@uhcl.edu if you have any questions.

Contact
  • Finance

    Phone: 281-283-2140
    Fax: 281-283-2137
    Email: AVP_finance@uhcl.edu

    North Office Annex II 1500
    2700 Bay Area Blvd, Box 103
    Houston, TX 77058-1002

    Office Hours:
    Monday - Friday, 8 a.m. - 5 p.m.