Form
Request a New York State tax exempt certificate
Complete this form to request a copy of the University's New York State tax exempt certificate only. For tax exempt forms for other states, please email taxdept@finance.rochester.edu.
Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
Policy or guideline
Required documentations for requisitions
Streamline the purchasing process and reduce the risk of errors by providing materials to substantiate your request.
Tool
Requisition requirements checklist
Review mandatory information and attachments to include to avoid processing delays.
Tool
Requisition solutions chart
Quickly assess which P2P Workday procedure to follow based on the type of purchase or supplier or spend amount.
Training
Review and approval guide for requisitions, change orders, and supplier invoice requests
Find instructions, additional details, and helpful screenshots to walk you through the Workday review and approval process.
Training
Reviewing inactive suppliers
Find answers for why a supplier may be listed as inactive, and how to proceed.
Training
Scheduling a recurring Workday report
Run reports consistently with custom criteria and recurrence settings.
Training
Searching for suppliers and requesting new suppliers
Determine how to make a purchase, from whom to purchase, and who to reach out to if you are unsure.
Training
Selecting a commodity on a requisition
Learn how to fill out this required field for all non-catalog requests.