Resources

Excel form used to submit bank deposit transactions to General Accounting for recording in the financial system.

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.

The buying and paying guide provides comprehensive guidance on procurement and payment methods, financial approval thresholds, spend categories, preferred suppliers, and more.

Streamline your Draft Carts by finding, emptying, and deleting what is no longer needed.

Learn how to cancel or make changes to transactions that are no longer needed.

Step-by-step instructions for Candex payment requesters, covering scope, payment initiation steps, and information for payees

Receive one-time payments from the University of Rochester quickly and securely through Candex. Learn to register for an account and track and receive payments.

Explore Candex, a fast-track purchasing option to connect with payees and make payments without an internal supplier onboarding process.

Provide necessary funding details for high-value asset acquisitions using this standardized documentation and associated data collection planning tool.

Find comprehensive guidance on travel-based cash advance requests, which must be submitted at least two weeks prior to departure.