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EMPOWERMENT THROUGH EDUCATION PeopleSoft Approvals (Vouchers) http://osuebusiness.osu.edu
| Date post: | 18-Dec-2015 |
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EMPOWERMENT THROUGH EDUCATION
PeopleSoft Approvals (Vouchers)
http://osuebusiness.osu.edu
• 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
Purpose
Blanket PO InvoicesInvoices over $3,000
Which Invoices
Usually a support staff person in each office.
The person with the most direct knowledge of items received.
Who ApprovesHow
PeopleSoft WorklistWeekly
Getting Access
Complete the Financials Access Request Formhttp://osuebusiness.osu.edu/documents/AccessRequestFormMar12.xls
Required Training:1. Business Responsibilities2. Internal Controls3. Understand and Prevent Fraud4. Business Expenditures5. Institutional Data Policy Course6. Purch1 Policy Overview7. Purch4 Inquiry8. Purch5 Approver
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 LINKSEx. BUXT9640
Unique Password
Top Right side of screen
VPN Instructions: http://osuebusiness.osu.edu/documents/AccessingPeopleSoftviaVPN.pdf
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: https://controller.osu.edu/viewinvoice/ViewInvoice.aspx
Approved button will turn gray when approved.
Resources
Who For Contact
Business Office Rep
Policy Information http://osuebusiness.osu.edu/about.php
Jesse Buxton PeopleSoft Access [email protected]
Computer Tech VPN Problems [email protected]
OCIO Lost Passwords 614-688-HELP
Bus. Ofc. Students
Invoice not on Controller’s Office Website
614-247-7621 – reference Voucher ID
Wendy Michel Problems with Approving [email protected]
