one on one help

Payables

Q: How do I pay a Research Participant?
Q: How do I process a credit invoice?
Q: Is there a form to complete for E2E transactions?
Q: What do I do if I don't want the vendor check directly mailed out by Purchasing and Disbursements?
Q: Will checks be cut as soon as I process the voucher for payment?
Q: How do I change the Remit Vendor Address?
Q: How do I find out more?

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How do I pay a Research Participant?
Use an unencumbered voucher to create the request for payment to the research participant. If the participant is not in the vendor file, e-mail addvendor@ufl.edu to request that the individual be added to the vendor file. You may send either the Consulting and Professional Services Worksheet or a W-9 form to the Vendor Maintenance Team by fax at 392-0081 and direct attention to Vendor Maintenance, or e-mail addvendor@ufl.edu.

When completing the voucher request, put the voucher number in the upper right-hand corner of the Participant Support Payment Form and send to Elmore Hall. Helpful Hint: Try category 93131703 and account 719200.

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How do I process a credit invoice?
Use an unencumbered voucher to process the credit invoice. Be sure to use the credit invoice number assigned by the vendor so they can identify the credit. Credit invoices may be processed alone and a matching invoice is not needed within the same department. The credit will be included in a cumulative check to the vendor that contains invoices from across campus, regardless of funds.

When completing the voucher request, put the voucher number in the upper right-hand and send to PO Box 115350, 114 Elmore Hall, as with any entry that produces a PeopleSoft-assigned Voucher ID.

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Is there a form to complete for E2E transactions?
Yes, the Transaction Authorization Form, found at the Finance and Accounting Web site under Purchasing and Disbursement Services Forms. This form is also used for E2R Transactions and Unencumbered and Encumbered Transactions that do not have sufficient supporting documentation.

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What do I do if I don't want the vendor check directly mailed out by Purchasing and Disbursements?
An Alternate Check Delivery Form must be completed and attached to the original documentation supporting the voucher that has been created. Please be sure to put your voucher number in the upper right-hand corner of the invoice.

Will checks be cut as soon as I process the voucher for payment?
No, checks are issued based on the NET TERMS. You can view the date it is scheduled to pay on the Payment Tab of the Voucher.

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How do I change the Remit Vendor Address?
If the invoice remit address of the vendor differs from what populates in the Invoice Information tab for the vendor, then changes to the remit vendor address are only to be made on the Payment tab of the created voucher. Changes can be made by selecting the hourglass next to the "Payee Addr" drop down window and select the correct option. If the option you are looking for is not there, then you will need to request that this be included by contacting the Vendor Maintenance staff.

Entering a "remit address" on the Invoice Information tab does not populate the "remit address" field on the Payment tab.

How do I find out more information?
See the Finance and Accounting Directives for both Purchasing and Disbursements, or visit the Purchasing or Disbursements websites for further assistance.

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