This accrual request form must be completed for all financial obligations incurred on or before June 30, 2023 on behalf of San Diego Unified School District. This form is required to record any known obligations which have been incurred AND received on or before June 30, 2023.

Do not accrue any amounts for Term P.O.'s or any other type of purchase orders where PeopleSoft receipts have been physically entered into the PeopleSoft system by June 30, 2023. All receipts entered into PeopleSoft which have not yet been vouchered will be accrued via the automated "Receipt Accrual" process. In order to be accrued, services or goods must be physically received at the district by June 30, 2023. See Administrative Circular #60 dated 6/6/2023.

To avoid the possibility of duplication, invoices in your possession which will be accrued using this form must be clearly marked "ACCRUED 2022-2023" before routing to the Accounts Payable department for payment via apinvoices@sandi.net.

PLEASE READ CAREFULLY:

**Use the following form for sites/departments that have 5 or less accruals. 1 form per accrual will be necessary.

**For sites/departments with more than 5 accruals: Please submit the spreadsheet template found at Staff Portal / Departments / Accounts Payable. Do not change the formatting of the template. List all of your accruals and then upload the excel spreadsheet to this form.

If you have any questions regarding this form or process, please contact Sherrie Shumaker at sshumaker@sandi.net or 619-725-7756.

Please refer to Administrative Circular No. 60 found here.

Attachment 1: Supplemental Accrual Submission Information

Attachment 2: Accrual Submission Template (6 or more accruals)