EMPOWERMENT THROUGH EDUCATION PeopleSoft Approvals (Vouchers)

Verify accuracy of invoice. Confirm receipt of good or service. Verify available balance on Purchase Order and in budget. Confirm pre-approval was received. Before payment to the vendor. Purpose Blanket PO Invoices Invoices over $3,000 Which Invoices Usually a support staff person in each office. The person with the most direct knowledge of items received. Who Approves How PeopleSoft Worklist Weekly

Getting Access Complete the Financials Access Request Form Required Training: 1.Business Responsibilities 2.Internal Controls 3.Understand and Prevent Fraud 4.Business Expenditures 5.Institutional Data Policy Course 6.Purch1 Policy Overview 7.Purch4 Inquiry 8.Purch5 Approver Get a passing grade (usually 80%) on the quiz in Carmen. Use the form above to access the courses. Get a passing grade (usually 80%) on the quiz in Carmen. Use the form above to access the courses.

Process 1. Sign into the OSU VPN 2. Sign into PeopleSoft On-Campus Employees Start Here 3. Click Worklist 4. Click on the Invoice to be approved The VPN will allow you to access the invoice image electronically from the on campus server. Access from Business Office website under LINKS Ex. BUXT9640 Unique Password Top Right side of screen VPN Instructions: The link to click on will be directly next to the Mark Worked Button. Make note of the Voucher ID to look up in the next step. Don’t Click Mark Worked

Process 5. Go to the Controller’s Office and download an image of the invoice 6. Review the invoice for accuracy 7. Go back to PeopleSoft Click approved 8. Click Save Access through the Business Office Website under Links or bookmark: Approved button will turn gray when approved.

Resources WhoForContact Business Office Rep Policy Information Jesse BuxtonPeopleSoft Computer TechVPN OCIOLost Passwords HELP Bus. Ofc. Students Invoice not on Controller’s Office Website – reference Voucher ID Wendy MichelProblems with