Financial Activities for Staff

The Accounting Manual is a work in progress. Our goal is to continually enhance this resource and add new guidance based on your needs for Accounting and Financial Management activities. Please continue to check back as new information is added. For suggestions for Accounting Manual topics, please contact Maria MacCalla (Accounting Manager, maria.maccalla@yale.edu, 203-436-8357).

To more easily browse topics, select your job classification (ex: staff or faculty) from the Accounting Manual menu at left. This groups content by topic and is easier to navigate.

Financial Transactions- Buying Goods & Services: Training

EMS Purchasing Card Office: TMS - Course Owner EMS

Financial Transactions- Buying Goods & Services: Resources

EMS Toolkit: YSS Partner EMS Toolkit
Accounts Payable Toolkit: Accounts Payable Toolkit
Purchase of Computers for less than $5,000: Office of Research Administration - Important Update about Computer Purchases
EMS / Expense Reimbursement Policies, Procedures & Forms: EMS Policies
Purchasing Cards (P-Cards) Policies, Procedures & Forms: P-Card Policies
International Activites- Toolkit: International Toolkit Site
Buying Guide: Buying Guide
SciQuest Launch: SciQuest
eShipGlobal Launch: eShipGlobal
EMS Launch: EMS

Financial Transactions- Buying Goods & Services: Subtopic/How To

Accounting for Inventory Transactions: Accounting for Inventory Transactions
VIP Maintenance: VIP Maintenance
Carbon Credit Offsets: Carbon Credit Offsets
SciQuest System: About SciQuest
Purchasing Cards (P-Cards): About P-Cards
Express Shipping (eShipGlobal): About Express Shipping
Expense Management System (EMS): About EMS