Requisitions should be created before purchasing goods or services.
Attach quotes and invoices to requisition.
Purchase order number or requisition number should be on invoice before submitting to A/P for payment.
Validate that there is enough funds on purchase order, before submitting invoice for payment.
Pay requests are used to reimburse individuals who are non- case employees. The request must be signed by someone other than the requester.
Invoices greater than 5,000 for goods must be received before A/P can process for payment.
Vendor is paid from date of invoice date, not when invoice is received in A/P.
A/P will only pay off of invoice not statements, estimates or quotes.
Method of payment for vendors or individual is credit card or ACH.
T & E Module is used to reimburse employees and students. Stipends, Awards and honorariums may also be processed through T & E Module.
Payment to any vendor or individual must have either a SSN or TIN number on file.
To check on payment status for an invoice using a requisition as reference: Click on EProcurement/Manage requisitions/type in requisition number/enter requisition #.(if requisition is not yours, delete date from and requestor field)click search/click requisition arrow. Fields will be highlighted in blue indicating status.
To check payment status for an invoice using a purchase order as reference: Click on Purchasing/Purchasing Order/Activity Summary/enter PO#/enter/click Invoice tab/click on little box to far right.
International wires to vendors are processed through the Controller’s Office.
Check runs are on Monday’s and Thursday’s.
T & E Module is used for Case students and Case employees
Mileage reimbursement requires address start and stop location with a google map.
Meals should list guest in attendance
Please remember to attach receipts
Itemized receipts are required for meals
Travel Advances are processed through travel services