Topic: Financial services

Learn about the methods, processes, and systems for making purchases (buying) and payments (paying) at the University of Rochester, including where to go for training, how to get access to to P2P roles in Workday, P2P monthly workshops, and more.

Learn to create different types of requisitions to purchase in Workday, including Marketplace (Jaggaer) orders, non-catalogue orders, and special cases. Includes a checklist, frequently asked questions (FAQ), and links to a searchable library of training guides with step-by-step instructions and screen shots.

Learn about Graphite Connect, our single, streamlined process for requesting and onboarding suppliers across the University of Rochester and its affiliates. Before initiating a request in Graphite, please confirm a supplier is not already active in Workday or Allscripts.

Complete this online form to generate a PDF that can be emailed for signature and then submit via email to the appropriate internal department for internal purchases or to Purchasing for external purchases.

Used primarily for Clinical Purchases, ASC software is also used by University of Rochester Affiliates to order Non-Clinical supplies. Learn about training, access, and more.

Authorized individuals can obtain a VISA credit card to pay for low-cost, low-risk department expenses, excluding individual travel, in accordance with University policy. Learn more about the program and frequently asked questions (FAQ).

Learn how to prepare, approve, and delegate expense reports in Workday, including the policy, requirements, and training opportunities.

This policy should be reviewed and understood prior to incurring any University business expenses, particularly if considering using personal funds to pay for a purchase and then seek reimbursement. Those being reimbursed should neither gain nor lose financially.

Learn how to scan receipts, create and submit expense reports, and approve expenses for reimbursement on your phone or tablet using the Workday mobile app.

Access payroll self-service tools in myURHR Workday, including paycheck stubs, direct deposit updates, tax forms, W-2 access, and address change guidance.

Facilitate a one-time, discretionary payment as a gesture of goodwill or appreciation for an individual’s voluntary contribution to a University-sponsored activity. Honoraria

Learn the payment methods, processes, and requirements for compensating individuals who participant in University-sponsored research. This guide is intended to supplement the Research Subject Payments Policy.

Review monthly financial close schedules and important journal and approval dates.

Review fiscal year-end close dates and key business day schedules.

University of Rochester consolidated fiscal year financial statements

Learn how to set up a new merchant account to accept card payments, review merchant responsibilities, and access the required request form.

Find resources to accept card payments, manage merchant accounts, maintain PCI compliance, and get support.

Update merchant account details, including account numbers, locations, and primary contact information for payment card processing.

UR Student is the main information system for all University students where you can view your bill, make payments, register for courses, and much more.

Information on viewing student accounts in UR Student, student bill assessment dates, when charges are due, and making payments. Helpful links are provided to training guides for students and third party delegates.

An outline of assistance opportunities including aid awards, federal work study, payment plans, tuition discounts and benefits, and educational tax credits including 1098-T questions and answers.

The University of Rochester uses Flywire to provide international students with an easy and secure method to send international payments in their home currency.

Refund or credit for dropped classes while remaining enrolled is determined by date and program of study. For leave of absence or withdrawal, refund is based on date according to University policy. Housing and dining refunds are prorated on a per diem basis.

Learn how to access total account balances, amounts due, statements, and more.

View complete vendor requirements for Commercial General Liability insurance and applicable Auto, Workers' Comp and Employers Liability, and Network Security and Privacy Liability insurance.

If you received an invitation from the University to register as a supplier, view insurance requirements, payment, and other terms here. Supplier qualification is by invitation only.

Introducing Box Hubs, a convenient way to browse and search all forms required to complete the supplier registration process.