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A Supplier’s request for payment with a statement of the sum due and a list of the goods or services provided.
Required Work | Department Follows Policy Guidance | Department Elects to Not Follow Policy Guidance |
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Validate Remit to Payment for the Supplier is Correct/Up-to-date | AP Owns | Department Owns |
Validate That Duplicate Invoices Do Not Exist | AP Owns | Department Owns and may be held financially responsible for any University funds paid in duplicate |
Scan and Submit Invoice in Accordance with Submission Requirements (Link Vendor Guidelines) | Supplier Owns | Department Owns and may be held financially responsible for any late fees or penalties (or discounts lost) because of late submissions/incorrect submissions |
Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Know and understand the department role in Policy 3401 General Payment Policy and all its associated procedures. | |
2 | Know and understand the impacts of not following Procedure 3401 PR.04 |
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Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Submit request | Invoices that do not workflow via Workday to the department for review prior to payment:
Invoices that do workflow to the department via Workday for review prior to payment:
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2 | To reissue or stop payment on a check |
Order of Work | Action to Take | Essential Process Details/Helpful Tips |
---|---|---|
1 | Check/Confirm the Status of invoice submission and turnaround times | Finance Daily Report |
2 | Run reports as needed: |
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If You Need To: | Request the Following Role: |
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Submit an invoice | Any Yale employee can submit an invoice |
Acknowledge Receiving | P2P Invoice Specialist |
Approve |
Speak to your supervisor regarding the appropriate dollar threshold for this role. |
Monitor/Run Report(s) |
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Complete information on roles and responsibilities, including the use of delegates.