Financial Contact Information – Finance and Business

Topic	Name	Position	Exension
“Accepting” purchases in Datatel	Tracy Holtz	Director of Procurement/Purchasing	2367
“Record security violation” error message	Connie McCarty	Sr. Programmer/Analyst/Applications Development/IT	2199
1042-S forms issued	Lisa Crawford	Accounts Payable Manager	2086
1099 forms issued	Lisa Crawford	Accounts Payable Manager	2086
Account access in Datatel	Marlene Kanipe	Assistant Controller	2585
Advances for business travel	Joe Hudson	Accounts Payable Coordinator	2314
Approval levels in Datatel	Marlene Kanipe	Assistant Controller	2585
Asset sales – government-funded-assets	Sonya Coleman	Senior Grants Accountant	2530
Asset sales – non-federal	Sheila Wilson	AVP for Auxillary Ops, Proc & Contract Mgmt/Purchasing	2222
Bidding process for purchases	Tracy Holtz	Director of Procurement/Purchasing	2367
Billing students	Krista Way	Accounts Receivable Manager	2007
Budget questions & reports & transfers – Non-Payroll	Marlene Kanipe	Assistant Controller	2585
Budget questions & reports & transfers – Payroll	Eileen Walker	Associate Vice President and Controller	2018
Camps & conferences – payments/deposits	Jennifer Kirkpatrick	Staff Accountant	2070
Capital project accounts	Marlene Kanipe	Assistant Controller	2585
Cash collection & management	Andrea Jeffers	Business Office Administrative Coordinator	2321
Cash deposits	Andrea Jeffers	Business Office Administrative Coordinator	2321
Checks – cashing	Andrea Jeffers	Business Office Administrative Coordinator	2321
Checks – picking up, replacing, stopping payment	Joe Hudson	Accounts Payable Coordinator	2314
Closing requisitions & purchase orders	Tracy Holtz	Director of Procurement/Purchasing	2367
Contracts	Sheila Wilson	AVP for Auxillary Ops, Proc & Contract Mgmt/Purchasing	2222
Corrections/Reclassification in accounts	Marlene Kanipe	Assistant Controller	2585
Credits to accounts from vendors	Joe Hudson	Accounts Payable Coordinator	2314
Datatel account access	Marlene Kanipe	Assistant Controller	2585
Datatel training	Connie McCarty	Sr. Programmer/Analyst/Applications Development/IT	2199
Disposal of assets – government-funded	Sonya Coleman	Senior Grants Accountant	2530
Disposal of fixed assets – non-government-funded-assets	Marlene Kanipe	Assistant Controller	2585
Employee benefits	Jenn Williams	Benefits Administrator	3023
Endowment distributions	Marlene Kanipe	Assistant Controller	2585
Federal grants	Sonya Coleman	Senior Grants Accountant	2530
Form 1042-S questions	Lisa Crawford	Accounts Payable Manager	2086
Form 1098-T questions	Krista Way	Accounts Receivable Manager	2007
Form 1099 questions	Lisa Crawford	Accounts Payable Manager	2086
Fundraising (outside Advancement Department)	Marlene Kanipe	Assistant Controller	2585
Funds available from endowment distributions	Marlene Kanipe	Assistant Controller	2585
Gaming activities – permission	Melissa Anderson	Secretary of the College	2141
Gaming activities – reporting	Marlene Kanipe	Assistant Controller	2585
Gifts to the College	Pamela Stanley	Director of Support Systems-Development	2236
Grant proposals and reports	Sonya Coleman	Senior Grants Accountant	2530
Grants (accounts starting with “13”)	Sonya Coleman	Senior Grants Accountant	2530
Grants – governmental	Sonya Coleman	Senior Grants Accountant	2530
Grants to other entities	Sonya Coleman	Senior Grants Accountant	2530
Hiring non-student employees	Your HR Business Partner (Erin Perna or Shellie Seabolt)	Benefits Administrator	2626/2609
Hiring student employees	Madison Aberegg	Assistant Payroll Manager	2234
Insurance	Angela Fahrni	Exec. Asst. to VPFB	2581
International vendors and non-employee visitors	Marlene Kanipe	Assistant Controller	2585
International visitor employment eligibility	Lisa Crawford	Accounts Payable Manager	2086
Invoices	Joe Hudson	Accounts Payable Coordinator	2314
Leases	Marlene Kanipe	Assistant Controller	2585
Liquor licenses	Melissa Anderson	Secretary of the College	2141
New object codes added to an account	Marlene Kanipe	Assistant Controller	2585
New vendor forms and questions	Andrea Jeffers	Business Office Administrative Coordinator	2321
Object code – new one associated with an account	Marlene Kanipe	Assistant Controller	2585
Object code – which to use (expenses other than capital)	Marlene Kanipe	Assistant Controller	2585
Object code – which to use (revenue or capital expense)	Marlene Kanipe	Assistant Controller	2585
Official Payments	Marlene Kanipe	Assistant Controller	2585
Payment of invoices	Joe Hudson	Accounts Payable Coordinator	2314
Payment of reimbursements	Joe Hudson	Accounts Payable Coordinator	2314
Payroll – hourly staff	Lynne Miller	Payroll Administrator	2100
Payroll – salaried employees	Lynne Miller	Payroll Administrator	2100
Payroll – student employees	Madison Aberegg	Human Resources Specialist	2234
Personal charge accounts	Terri Brigham	Accounts Receivable Coordinator	2431
Prepaid expenses	Lisa Crawford	Accounts Payable Manager	2086
Procurement sole source justification & approval	Tracy Holtz	Director of Procurement/Purchasing	2367
Purchase orders	Tracy Holtz	Director of Procurement/Purchasing	2367
Purchasing card	Tracy Holtz	Director of Procurement/Purchasing	2367
Real estate purchases	Sheila Wilson	Sr. Project Director	2222
Reimbursements – payments & policies	Lisa Crawford	Accounting Manager	2530
Reporting on extended business trips (spreadsheet)	Lisa Crawford	Accounting Manager	2530
Reports on revenue	Lynne Miller	Business Office Administrative Coordinator	2070
Requisitions	Tracy Holtz	Director of Procurement/Purchasing	2367
Revenue reports	Lynne Miller	Business Office Administrative Coordinator	2070
Sale of assets – government-funded	Sonya Coleman	Accounting Manager	2530
Sale of assets – non-government-funded-assets	Sheila Wilson	AVP for Auxillary Ops, Proc & Contract Mgmt/Purchasing	2222
Sales tax on purchases	Ben Valentine	Senior Financial Analyst	2055
Sales tax on sales	Ben Valentine	Senior Financial Analyst	2055
Student billing	Krista Way	Accounts Receivable Manager	2007
Student Loans – Perkins	Marlene Kanipe	Assistant Controller	2585
Substitute W-9	Tracy Holtz	Director of Procurement/Purchasing	2367
Summer camps & conferences – payments/deposits	Ben Valentine	Senior Financial Analyst	2055
Training for Datatel purchasing	Connie McCarty	Sr. Programmer/Analyst/Applications Development/IT	2199
Transfers out of accounts other than Fund 13	Marlene Kanipe	Assistant Controller	2585
Transfers out of Fund 13 accounts	Marlene Kanipe	Assistant Controller	2585
Wire transfer in	Eileen Walker	Associate Vice President and Controller	2018
Wire transfers out	Eileen Walker	Associate Vice President and Controller	2018