People Soft Approvals Vouchers http osuebusiness osu edu
People. Soft Approvals (Vouchers) http: //osuebusiness. osu. edu EMPOWERMENT THROUGH EDUCATION
Purpose • • Verify accuracy of invoice. Confirm receipt of good or service. Verify available balance on Purchase Order and in budget. Confirm pre-approval was received. Blanket PO Invoices over $3, 000 Which Invoices Before payment to the vendor. Purpose Usually a support staff person in each office. People. Soft Worklist Weekly The person with the most direct knowledge of items received. How Who Approves
Getting Access Complete the Financials Access Request Form http: //osuebusiness. osu. edu/documents/Access. Request. Form. Mar 12. xls Required Training: 1. 2. 3. 4. 5. 6. 7. 8. Business Responsibilities Internal Controls Understand Prevent Fraud Business Expenditures Institutional Data Policy Course Purch 1 Policy Overview Purch 4 Inquiry Purch 5 Approver Get a passing grade (usually 80%) on the quiz in Carmen. Use the form above to access the courses.
On-Campus Employees Start Here Process 1. Sign into the OSU VPN 2. Sign into People. Soft 3. Click Worklist The VPN will allow you to access the invoice image electronically from the on campus server. Access from Business Office website under LINKS Ex. BUXT 9640 Unique Password Top Right side of screen VPN Instructions: http: //osuebusiness. osu. edu/documents/Accessing. People. Softvia. VPN. pdf 4. Click on the Invoice to be approved 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 Access through the Business Office Website under Links or bookmark: https: //controller. osu. edu/viewinvoice/View. Invoice. aspx 6. Review the invoice for accuracy 7. Go back to People. Soft Click approved 8. Click Save Approved button will turn gray when approved.
Resources Who For Contact Business Office Policy Information Rep http: //osuebusiness. osu. edu/about. php Jesse Buxton. 26@osu. edu People. Soft Access Computer Tech VPN Problems ithelp@cfaes. osu. edu OCIO Lost Passwords 614 -688 -HELP Bus. Ofc. Students Invoice not on Controller’s 614 -247 -7621 – reference Office Website Voucher ID Wendy Michel Problems with Approving Michel. 5@osu. edu
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