Buying and Paying How-To Information

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As an employee, you may need to submit a form. This page will assist you with finding the appropriate forms to use for buying and paying.


HOW TO INFORMATION


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Business Meal Approval Form

Who: Staff or Faculty

When: Use this form when providing hospitality in connection with official university business.

How: Complete form, acquire signatures, and route the completed form to Accounts Payable (35 ADM).

Form: Business Meal Approval Form


Related Information:


To find out more, go to: Accounts Payable / Receivable

Direct Pay Form

Who: Staff or Faculty

When: Use this online form to pay for direct pay allowable commodities and services.

How: Complete and print the online form. Acquire the appropriate signatures and route the completed form and supporting documentation to Accounts Payable (35 ADM).

Form: Direct Pay Form


Related Information:


To find out more, go to: Accounts Payable / Receivable

EFT Form & Instructions

Who: Staff or Faculty

When: Use this form to authorize the university to use electronic funds transfer for your travel or AP reimbursements.

How: Complete the form and attach a voided check (checking) or deposit slip (savings). Submit all paperwork in a seal envelope in person to General Accounting (Administration Building) Attn: Becky Lappin. (Do not put in interoffice mail.)

Form: EFT Form & Instructions



To find out more, go to: Payment Services Forms

Employee Business Expense Advance

Who: Staff or Faculty

When: Use this form to obtain request an advance for employee business expenses

How: Complete the form, acquire the necessary signatures, and route the completed form to Cashiering.

Form: Employee Business Expense Advance 2017


Related Information:


To find out more, go to: Travel

Gift Card Acknowledgment Form

Who: Staff or Faculty

When: Use this form distributing preauthorized gift card(s).

How: Have each recipient sign the form, complete the department information, attach the pre-authorization form, and route the information as indicated on the form.

Form: Gift Card Acknowledgment Form


Related Information:


To find out more, go to: Payment Services Forms

Gift Card Preauthorization Request Form

Who: Staff or Faculty

When: Use this form to request authorization to purchase gift card(s).

How: Complete the form, acquire the necessary signatures, and route the completed form as indicated on the form.

Form: Gift Card Preauthorization Request Form


Related Information:


Lost Receipt Form

Who: Staff or Faculty

When: Use this form to certify that the merchandise or service listed on the form was received and that a duplicate copy of the invoice or sales slip could not be obtained.

How: Complete the form, acquire signatures, and route to Procurement & Contract Services (Administration West 102) along with the Common Finance System (CFS) Access Request form

Form: Lost Receipt Form


Related Information:


To find out more, go to: ProCard

Pro-Card Application

Who: Staff or Faculty

When: Use this form to request a Procurement Credit Card (ProCard).

How: Complete the form, acquire signatures, and route to Procurement & Contract Services (Administration West 102) along with the Common Finance System (CFS) Access Request form

Form: Pro-Card Application


Related Information:


To find out more, go to: ProCard

Pro-Card Revision

Who: Staff or Faculty

When: Use this form to make permanent changes to a cardholder’s Procurement Credit Card (ProCard).

How: Complete the form, acquire signatures, and route to Procurement & Contract Services (Administration West 102) along with the Common Finance System (CFS) Access Request form

Form: Pro-Card Revision


Related Information:


To find out more, go to: ProCard

Purchase Requisition Form

Who: Staff or Faculty

When: Use this form to purchase commodities or services

How: Complete online form. Send a printed copy with authorized signatures to Procurement & Contract Services.

Form: Purchase Requisition Form


Related Information:


To find out more, go to: Procurement and Contract Services

Sole Source Brand Form

Who: Staff or Faculty

When: Use this form to justify purchasing commodities or services from a sole source

How: Complete form, acquire the appropriate signatures, attach required documentation, and route to Procurement & Contract Services.

Form: Sole Source Brand Form


Related Information:


To find out more, go to: Procurement and Contract Services

Special Services Form

Who: Staff or Faculty

When: Use this online form for payment of one time services to individuals, who are not employees or student assistants of the university.

How: Complete and print the online form, acquire the appropriate signatures, attach supporting documentation, and route to Accounts Payable (35 ADM).

Form: Special Services Form


Related Information:


To find out more, go to: Accounts Payable / Receivable