Finance Service Teams

• Coordinate Procurement of Goods and Services, including:
  • Initiate New Vendor Registration Authorization Form
  • Initiate eContract Signature Requests – as needed
  • Create Requisition/Purchase Order (PO’s)
  • Complete Receivers
  • Initiate PCard Payments
• Coordinate Special Payments for Performers & Honorariums
• Staples & Amazon Punch-out Order Approvals & Receivers

• PCard Reconciliation Assistance
• Initiate New PCard Account Requests*
• Report & Troubleshoot PCard Issues
• Review PCard Reconciliation & Complete Approvals
  • Initiate Notice of Violations

*Service Team is not initiating the entire process.  For example, the Service Team receives requests from the department and coordinates the requests (which does include initiating the card request form) to get the card issued.

• Employee and Non-Employee Travel Requests; including:
  • Travel Authorization
  • Booking Travel
  • Initiating & Completing Exhibit J
  • Signature Authority for Travel Related Justification for Exception to policy
  • Cash Advance (limited by department’s policy)
  • Expense Report Initiation & Approval
• Booking Student Group & Candidate Travel

• Audit Assistance
• Initiate Justification for Exceptions to Policy
• Obtain Additional Purchase and Travel Approvals, as required

• Process Journal Transfers upon request
  • IDT
  • IST
  • IPT
• Complete Year-End Budget Transfers (810, 830, 840) Upon Request