Student Organization Accounts Service

SOAS Quick Tips

 

LSA Common/Free Space Reservation Procedure Change

There has been a change made to the LSA Common/Free Space Reservation Procedure. This includes reserving space on the Posting Wall along with the Chemistry and East Hall atriums.

You will no longer need to come into the SOAS office, fill out a reservation form for an SOAS representative to sign and then take it to the LSA facilities office.

Starting now, you will simply need to click on the following link and follow the instructions to check availability and make a reservation.

http://www.lsa.umich.edu/facstaff/facilitiesoperations/roomreservationprocedures

If you have any questions, please feel free to conatct jmflater@umich.edu at the LSA facilities office or the SOAS office at soas@umich.edu

 

"In Person" Transactions

All transactions that require funds to be held on your organizations account such as Bus Rentals cannot be done over the phone or via email and must be done In Person at the SOAS office located in the Michigan Union.

 

Awards and Gifts

There are a number of requirements your organization should be aware of and consider if planning to award Gift Cards.

Please refer to the SOAS Guidebook under "Gifts and Awards" for important information regarding this process.

 

About SOAS

The primary purpose of Student Organization Accounts Service (SOAS) is to serve Michigan Student Assembly (MSA) registered student organizations. Each SOAS representative is committed to assisting you with your organization’s financial activities and responsibilities. Our services are similar to those you might find at any financial institution, except we not only want to assist you, but educate you as well.

For a more detailed explanation of the services provided by SOAS, please refer to the SOAS/SAL Guidebook. 

 

Designated Fund (DF) Account Useage-Clarification:

Monies deposited into a “DF Account” MUST be cash and/or check deposits only. These accounts cannot accept funding or transfers of any kind. This is a University of Michigan guideline that cannot be breached.

Most errors occur at the time of deposit where the organization uses their “general” projects grant account number instead of their “DF, Designated Funds” project grant (account number).

Student Organizations are valued customers of SOAS and we want to help them as much as possible to avoid errors and any inconvenience.

Please keep in mind that it is the responsibility of the person making the deposit to verify with their group and not the SOAS staff that deposit account information is correct and is as intended.

 

SOAS Workshops

If you are interested in learning more about SOAS and the various ways you can use your account then set up a workshop. These 30 minute sessions will cover all the different ways you use your account and help you with financial decision making. If you are interested in setting up a workshop contact SOAS.

 

Mason Hall Classroom Rental

Just a reminder, all reservations for the free classrooms in Mason Hall must be made in person in the SOAS office. These rooms are availble to all recognized student groups on a first come first served basis.

 

Let us know how we're doing

In our continuing efforts to improve our services, we update our website with information and resources we hope will assist your student orgainzation throughout the year. This includes 4 new videos explaining common SOAS procedures. The SOAS Office recognizes that Customer Service is priority 1. Please be sure to let us know if SOAS provides you with great customer service: soas@umich.edu.

SOAS Check Pickup

Reimbursement checks processed the previous business day are available for pickup after 3pm. Any disbursement form brought into the office after 3pm will not be processed until the next business day. Also, checks left in our office more than two weeks will be mailed out to the address on the check.

 

Student Organization Account Balances Available Online

SOAS Online has a new look! A more user friendly format allows students to better organize their group, including up-to-date online balances.*

*These balances reflect the most up-to-date information available through the University Accounting System. For questions or further details please contact SOAS.

 

SOAS-Online Tutorials

SOAS has put together a guided tour of the SOAS-Online system. Check out the videos below to learn about navigating through the SOAS-Online system.

Introduction to SOAS & Registration Process:

 

Adding & Removing Signers:

 

Reimbursement/ Disbursement Process:

 

Transferring Funds:

 

 

Room Reservation Requests:

Important SOAS Reminders:

  •  A minimum balance of $10.00 must be maintained for an account to remain active
  • SOAS cannot reimburse for the following items:
    • Alcohol
    • Tobacco
    • Gasoline
    • Traffic Violations
    • Firearms/Ammunition
  • Receipts from locations that sell any of the above items must be itemized to ensure appropriate reimbursement
  • Authorized signers cannot submit their own disbursement form 

Updated Process for Gifts/Awards/Gift Cards

Gifts/Awards/Gift Cards for $50.00 and more must now be reported to the University, for the person receiving the gift. If your group is going to be awarding a prize or reimbursing a member for the purchase of a gift card there is an additional step that SOAS must complete.

For any gift/award/gift card $50.00 and over a W-9 will need to be completed on the recipient. If a gift card is involved, this will most likely not be the individual being reimbursed for the purchase of the gift card, but the person that it went to.

A W-9 can be downloaded from the Download SOAS Forms page. 

Information for LSA Room/Auditorium

For room descriptions including the capacity please go to https://rooms.lsa.umich.edu/