Scope: Notes on invoice procedures from Accounting
Contact: Sara Biondi
Unit: Monograph Acquisitions
Date last reviewed: 1/21/2021
Date of next review: 4/21/2021
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Invoice Policies for Payments
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- When a non-procurement purchase unavoidably includes sales tax, the current preference is: When entering the invoice in Aleph, include the sales tax in the net price, and then in the note field of Aleph, note the tax.
Procurement Card Notes
- Note that p-card orders will not close automatically, so please manually close procurement orders after completing the internal invoice.
- Please don't forget to put the budgets, GL and cost centers external budget name (located in tab 1 in the budget informationinfo) on the invoices. These are required to process procurement card transactions. (e.g.: 1540220 is the cost center and 666300 is the GL).invoice submitted to Accounting - this is required for processing payment. (Cost center and GL)
- When a purchase unavoidably includes sales tax, the current preference is: When entering the invoice in Aleph, enter net price and shipping as usual, but only note the quantity of tax in the NOTE FIELD, so that it can be excluded when the invoice is processed in Concur. (9/17/2020)
- This differs from non-procurement sales tax!
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