Cash Advances:
Administrative Policy: Cash Advances
Administrative Job Aid: Reconciling a Cash Advance to an Expense Report in Chrome River (U of MN Login required)
Training Materials: Create a Cash Advance Job Aid (U of MN Login required)
Credit Invoices (NS AR):
Administrative Policy: Managing Billings to and Receivables from External Customers
Form: Credit Request Form
Training Materials: Create Bills – Reference Manual
Job Aid: Adjust Entire Bill
Endowments:
Administrative Policy: Participating in a University Investment
Administrative Procedures:
- Changing an Income Distribution Allocation for an Investment Account
- Establishing an Investment Account
- Making a Deposit or Withdrawal of Funds from an Investment Account
Training Materials: Endowments Reference Manual
Entertainment & Hospitality:
Administrative Policy: Hospitality and Entertainment of Non-Employees
- Justifications/Business Purpose in Chrome River Job Aid (pdf 8-26-20)
- Receipts in Chrome River Job Aid (pdf 5-18-21)
- Uploading Receipts in Chrome River in a SNAP Job Aid (pdf 8-10-20)
Payment Transaction PO and Non-PO:
Administrative Policy: Accounts Payable: Paying Non- Payroll Expenses
Administrative Procedures:
- Depositing Supplier Checks (sponsored and non-sponsored accounts) and Depositing Refunds of Sponsored Employee Expense Overpayments
- Making Payments Using Single Payment Supplier Numbers
Administrative Policy: Purchasing Goods and Services
Administrative Procedure:
Training Materials: Supplier Payments
Purchasing from Internal Vendors:
Administrative Policy: Selling Goods and Services to University Departments
Administrative Procedures:
- Obtaining Approval to Conduct Internal Sales Activity
- Establishing an Internal Sales Accounting Model
- Establishing Internal Sales Rates
- Unit Review of Internal Sales Activity
- Internal Sales Office Review of Internal Sales Activity
Purchasing from External Vendors - Requisition:
Training Materials: Create Requisitions Manual
Job Aids:
- Making the Most Common Purchases
- University Purchasing Methods
- Manage Requisitions Online Class (ULearn)
Goods & Services
Administrative Policy: Purchasing Goods and Services
Administrative Procedure: Purchasing Goods and Services
Job Aids: Standard Goods and Services Checklist
Professional Services
Administrative Policy: Purchasing a Professional Service
Administrative Procedures:
- Purchasing a Professional Service
- Establishing a Basis for Supplier Selection and Price, and Assuring a Reasonable Price
- Administering Contracts for the Purchase of Goods and Services
Job Aids:
Travel and Employee Reimbursements:
Administrative Policy: Traveling on University Business
Administrative Procedures:
Training Materials: Create Expense Report Using Chrome River (UMN Login Required)
Purchasing Card:
Administrative Policy: Using the University Procurement Card
Administrative Procedures:
- Applying for the Procurement Card
- Verification and Approval of Procurement Card Activity
- Change Procurement Card Status
- Dispute Process
Training Materials: Travel and Expenses (Chrome River, Card Programs) Materials
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