Creating Campus Vouchers As of May 20, 2019 Objectives Explain - PowerPoint PPT Presentation

Creating Campus Vouchers As of May 20, 2019

Objectives • Explain what Campus Vouchers are and when to use one • Create a Campus Voucher • Split the cost of lines on a voucher • Create a credit on a voucher • Delete a Campus Voucher • Find your vouchers in the system • Related policy information • Resources that can help 2

Process to Create a Campus Voucher Department or School Accounts Payable Review Campus Review for OSR Review for Review Invoice Campus Voucher Voucher • Verify invoice Departmental Approval Create • Check invoice • If a voucher is accuracy Approval Voucher • Create digital and voucher for • If approved it grant-related • Transfer invoice accuracy copy of invoice based on the will continue in information in to • If approved, chartfield string the workflow ConnectCarolina voucher is • Will be deleted if used, it may be • Upload invoice budget check • Identify routed to OSR not “touched” • If approved and chartfield string for approval after 30 days to be used chartfield is • Perform budget valid, it is pre-check and processed for submit payment 3

Understanding Chartfield Strings Business Unit Fund Source Account Department Legal Entity Purpose of the Where the money is What is the money is Who is spending the transaction coming from within being used for; money the Fund group classification UNCCH 20101 12001 537210 318300 (University of North (Academic Affairs- (AA-Appropriation/ (Supplies- (Chemistry) Carolina at Chapel Hill) Regular Term Education/Research) Central Receipts) Legal Entity Purpose of the Transaction Instruction) 4

What We Have Covered ✓ What Campus Vouchers are and When to Use Them ✓ Creating a Campus Voucher ✓ Splitting the Cost of Lines on a Voucher ✓ Creating a Credit on a Voucher ✓ Deleting Campus Vouchers ✓ Finding Your Vouchers in the System ✓ Related Policy Information 5