How-to
Candex payee guide
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.
Announcements
Search or filter to find updates and announcements from an office, department, or the Administration and Finance division.
41–50 of 285 announcements
Training
Candex procedure overview
Explore Candex, a fast-track purchasing option to connect with payees and make payments without an internal supplier onboarding process.
Form
Capital requisition data sheet
Provide necessary funding details for high-value asset acquisitions using this standardized documentation and associated data collection planning tool.
Training
Cash advance reference guide and checklist
Find comprehensive guidance on travel-based cash advance requests, which must be submitted at least two weeks prior to departure.
Training
Changing a requisition requester and rerouting match exception notifications
Review when a requisition should be moved to someone else and learn how to start the process.
How-to
Changing the bank account associated with your payment elections
Learn how to update the information needed to make payments in UR Student.
Policy or guideline
Charter for the Office of University Audit
Definition of office objectives and scope, responsibility and authority, and independence.
Training
Checking supplier payment status
Learn to look up the status of a payment in Workday for invoices processed via Supplier Invoice Request (SIR) or Purchase Order (P.O.).
How-to
CLEAR+ procurement review process
The CLEAR+ committee vets all equipment and software purchases, and associated vendors, on behalf of the entire University—academic, medical, and affiliates—to reduce risk. Vetting includes cost, maintenance, compliance, privacy, IT, safety, and other critical assessments.
Training
Closing a purchase order
Close fully paid P.O. or one that will no longer be used to speed up month-end processes and prevent incorrect invoice attribution.