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• UAFR Weekly Tips: Updated FPI Form

  Jul 17, 2023 10:00 amAccounting and BudgetingFY 24

  UAFR has recently updated the Banner Fund, Program, Index (FPI) Code Request Form to implement required updates for FY24 business.  See below for tips and highlights to keep in mind when you are requesting a new fund, program, or index code for the new fiscal year:

  1. Download the most recent version of the Banner Fund, Program, Index (FPI) Code Request Form from UAFR's Forms webpage. 
      
     • It's very important to download a new version of the FPI form for each request that you submit (as opposed to re-using an old version). We now use robotic software to perform the data entry related to these requests, and the software is not able to read previous versions of the form.   
        
     • To ensure you have the most recent version of the FPI form, refer to the Form Version date in the upper left-hand corner of the FPI Code Request tab.
        
     • The most recent version of this form has a Form Version date of July 17, 2023. 
        
     • If you are using an FPI form with a date preceding July 17, 2023, then you’ll need to download the updated FPI form prior to proceeding with your request.
        
  2. Complete the sections of the form which pertain to your request. Keep in mind that some sections of the form may not be applicable (and thus do not need to be completed), depending on the nature of your request. 
      
  3. To better clarify which sections of the FPI form need completed, we have added conditional formatting to the FPI Code Request tab which will highlight the fields that we need you to complete.  In order for this conditional formatting to properly work, you must select the appropriate answer from the drop-down menu of each field within question #4 of the General Information section.     
      
     • For example, if you are submitting a request for a new program code, then you’d need to answer Yes within the Program drop-down menu of question #4 in the General Information section.  Once you do that, the entry fields which we will need you to complete within each section will be shaded in blue.     
        
  4. Once your FPI form is complete, email it to uas@uillinois.edu. UAFR will then review your request and will contact you if any questions arise.

  Contact
  If you would like further details on this process, refer to the Fund, Program, Index (FPI) Code Request Form section of UAFR's Who to Ask list.