When you need to have an invoice paid:
Here is how WITH an established Purchase Order (PO):
- Send an email to Accounts Payable (AP) at: email@example.com
- Attach PDF of all pages of the invoice (1 invoice per email, please)
- In subject line, type: “PO (followed by # sign), invoice number, followed by an underscore (_)” and do not enter any spaces.
- AP will create a BearBUY voucher. Once approved, payment is issued within the usual Net 30 terms.
Here is how WITHOUT an established Purchase Order (PO) (except Entertainment-type invoices):
InBearBUY, go to:
- > Forms > Organization Forms > (After the Fact Form)
Required documents/attachments could include the following (none required for Entertainment-type invoices):
- Statement of Work
- Conflict of Interest(only required for individuals)
- UCB Proof of Price Reasonableness and Source Justification(required if above $4,999)
- Classification Worksheet for Federal Tax Purposes (formerly known as the Pre-hire Worksheet) only required for individuals
- Insurance Certificate(required for on or off campus)
- Supply Chain Management (SCM) After the Fact Justification