Table of Contents
Please use the contact section in the governing policy.
Invoices for non-sponsored billing are initiated by departments. All sponsored-related invoices are created by Sponsored Financial Reporting (SFR).
Creating a bill for non-sponsored activity through EFS
The billing initiator gathers the following information for billing a customer:
- Customer name
- Contact, telephone number, and e-mail address
- Tax status of customer and Certificate of Exemption if required
- Goods or services provided to customer
- Location of sale or services
The billing initiator sends this information to the Cluster Billing Specialist (preparer)/Financial Operations Center to enter the billing information into Enterprise Financial System (EFS). The Billing Specialist/Financial Operations Center codes the item for the appropriate tax treatment. Accounts Receivable Services will distribute the invoices via email, U.S. mail, or upload through the customer’s online system.
Creating a bill for sponsored activity through EFS
SFR generates invoices according to the terms and conditions associated with the sponsored project. Invoices are submitted to sponsors via email, U.S. mail, or uploaded through the sponsor’s online system. Certain federal awards are issued to the University on a Letter of Credit. Letters of credit requests are submitted on a weekly or monthly basis depending on the federal agency.
Interim invoices or financial reports are prepared by SFR and copies are provided to the department when issued to the sponsor. At the time of award or budget period end, SFR collaborates with the department to finalize all costs included on the final invoice or final financial report. Departments are responsible for removing all transactions that are unallowable from sponsored projects. Specific instructions are outlined in Administrative Procedure: Moving Uncollectible Costs to Non-sponsored Programs.
Non-sponsored billing using approved financial system
Use of any other financial system besides EFS must be approved by the Controller or designee. Departments using approved financial systems are responsible for accurate billings at the time the goods or services have been provided to non-sponsored customers, as well as maintaining appropriate internal controls such as separation of duties (cash application and billing), processes to ensure appropriate payment application, processes to charge and remit appropriate sales tax, and collection processes and procedures including write-offs. Contact Accounts Receivable Services (ARS) for further assistance at [email protected].