Signatories – Individuals authorized to
approve non-workflow transactions for their college/division
by signing the appropriate document (e.g., Travel Requests)
or through email (e.g., Physical Plant Work Requests).
Department approvers, which approve workflow transactions,
are listed separately on this web page for each transaction
category (e.g., GL Journal Workflow, Voucher Workflow, etc.).
Explorer 7.0 and the Finance System --- Recommended
setup instructions for IE 7.0 that will allow users of the
Finance System to download reports and queries to Excel. Please
note that these instructions do not address incompatibility
issues with the HR System or other applications, which are
being tested separately.
Workflow Information •
“Requisition Workflow”--- Overview
of Requisition Workflow identifying changes. Also
includes Requisition Reminders. •
Workflow process --- A comprehensive Word document
that takes the user step by
step though the process of entering a Requisition into Workflow.
and Approvers --- List of UH operators who create
and/or approve requisitions in workflow.
Table --- Table that identifies the Buyer responsible
for individual Colleges and/or Divisions.
Processing • Best
Practices for Vendor Payments --- Recommended
procedures for paying external vendors,
service centers, and auxiliaries, and reimbursing employees
Equity Transfers --- Do's and don'ts of transferring fund equity between local funds and between state funds.
Finalize Instructions --- Instructions for reviewing and releasing PO encumbrances.
Rules Checklist --- Quick reference to procurement
rules, including special approval
and backup requirements.
Payment Summary --- Summarizes prompt payment and payment scheduling rules for vouchers covered in MAPP 04.01.10, Prompt Payment and Payment Scheduling.
State Fund Procurement Restrictions --- Summarizes key restrictions for purchases with state funds.
Non-Payroll Expenses --- Describes the process and steps used to transfer non-payroll expenses between local funds, between state funds, from state to local funds, and from local to state funds.