Training
Delegations for expenses
Learn how to temporarily assign tasks and approvals to another user, ensuring critical business processes continue without delay.
Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
101–110 of 456 resources
How-to
Department and business parking permits
Department permit requests can be purchased and billed to the department's FAO.
How-to
Detailed guidance for FAO analysis, review, and reconciliation
More detailed guidance on internal controls for financial management with specifics regarding Audit expectations.
How-to
Detailed guidance on payment methods
Instructions for paying student bills by cash, check, or money order (including 529 plans) and additional details regarding payment card (credit card) payments and payment plans.
Training
Determining if an invoice has been paid
Discover multiple methods for finding and viewing payment status.
Training
Determining if your purchase order was sent to the supplier
Confirm if a purchase order was sent to the supplier in Marketplace, including how and when it was sent, then look up the supplier contact information in Workday.
Training
Determining the Assistant Category Manager on a requisition
Find the name of the assistant category manager working on your requisition, in addition to whether or not the requisition is temporarily on hold and why.
Training
Determining which purchase order invoices still need receipts
Reconcile outstanding receipt requirements so matching can occur and invoices can get paid.
Form
Direct billing authorization form
Complete this form so the University of Rochester can bill a student’s sponsor or employer directly.
Form
Direct deposit paper form (Payroll)
Authorize the University of Rochester to deposit Payroll funds to your U.S. based banking institution. Direct deposit can also be set up in Workday.