Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, 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 how to temporarily assign tasks and approvals to another user, ensuring critical business processes continue without delay.
Review a list of the details needed to complete the EFT Questionnaire.
Request an exception to justify the use of a foreign flag air carrier for travel charged to a federally sponsored project. Travelers are required by the "Fly America Act" to use United States flag air carrier service for all air travel and cargo transportation services funded by the U.S. government, unless it meets one or more of the exception criteria.
Review guidance from the Department of the Treasury, Internal Revenue Service and access the W-9 form.
Learn how to prepare, approve, and delegate expense reports in Workday, including the policy, requirements, and training opportunities.
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.
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.
In an effort to streamline invoice submissions so that invoices are accounted for and processing/payments are not delayed, we ask that departments who need to submit invoices to AP for processing send them via email following these guidelines.
An honorarium is a one-time, discretionary payment made by the University as a gesture of goodwill or appreciation for an individual’s voluntary contribution to a University-sponsored activity. This policy defines the circumstances under which honoraria may be paid.