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Policies & Procedures

  Purchase Orders
Procedures for all purchases are found in Institutional Directive 3-4. Purchase orders are processed by Thomasine Lybrand. Procurement problems will be directed to her. All change orders are submitted to Thomasine also.  Note:  Only on-line requisitions will be accepted.  We are anticipating going to a total online requisitioning process very soon.  Training will be available to all requisitioners.

Check Requests
Must be prepared for all purchases over $50 but less than $200. Must have order form or receipt attached along with any other documentation needed. Appropriate approvals must be obtained from Department Heads, Vice Presidents or Budget Managers prior to submitting to Teresa Smith, Senior VP. Checks are routinely written once a week on Wednesday.  Note:  Only on-line check request forms will be accepted. 

Out of State Travel Approvals
Approvals must be obtained from Department Heads, Vice Presidents, Budget Managers and then submitted to President’s Office for final approval before submitting with any travel documentation. A copy will be forwarded to Cheryl McFarland to keep on file for all reimbursement requests.  Reimbursement requests must have a copy attached for documentation.  Note:  Only on-line Out-of-State Travel Forms will be accepted.

Travel Reimbursements
Must be completed and approval signatures obtained prior to submitting to Teresa Smith, who is responsible for insuring the accuracy of the reimbursement. Note:  Only on-line travel support documents will be accepted.  Checks are processed once a week on Wednesday.

Invoices
Must be submitted to Accounts Payable Technician, Kim Cox, along with any necessary documentation for the processing of a payment. Invoices are paid when all items are received and complete.  Partial invoices may be paid only when all items on the invoice are received and approved.  Note:  We are anticipating an online receiving
process within the next year.

 

Petty Cash Reimbursements  

There are instances where employees are allowed to purchase office supplies and other items that are small in value and receive petty cash for reimbursement.  The Business Office is responsible for any petty cash reimbursements.  However, all requests for cash are done after the fact and must have an original receipt that has been signed by the appropriate budget officer and must have the index and account number where the item will be charged.  Receiver must sign a petty cash slip authorizing that money was received. 

 Last Updated October 09, 2007