Upload a receipt into Concur by email
You would upload a receipt into Concur through your email to efficiently save a record of your work-related expenses to be reimbursed or to acquit your corporate card transactions.
How to amend a purchase requisition with an order (UniBuy Expert)
This article is for users who have had some training in UniBuy and are familiar with the Expert interface and have had some experience creating purchase requisitions.
To learn how to do the same in UniBuy Guided Buying, see this article. For a broader overview of UniBuy Expert, see What is UniBuy Expert?
Where to access the Procurement Contracts Assurance dashboard
See below for the link to access the Procurement Contracts Assurance dashboard.
Where to get help for booking catering and events
Listed below are the various ways you can seek advice or get support for anything related to catering and events.
How to check if a purchase order (PO) has been fully paid in UniBuy
Follow this guide to check whether your purchase order has been fully paid.
There are also instructions on how to check if a specific invoice has been paid.
How do I complete a Travel Request in Concur?
It is mandatory under University Travel Procedures for an approved Travel Request to be present in Concur for any business related travel.
How to access your UniBuy purchase request if someone created it on your behalf
Follow these instructions to access your UniBuy request if:
- The UniBuy Desk raised the request on your behalf.
- Someone else create the request on your behalf.
Browsing the UniBuy catalogue
UniBuy brings together products and services from University-approved suppliers into one catalogue. For a broader overview of UniBuy, see What is UniBuy?
How do I set up a Travel Arranger on my Concur account?
You can set up a fellow University colleague to be a Travel Arranger on your Concur account which means they will be able to use the ‘Travel’ tab in Concur to independently manage travel bookings on your behalf.
How to find a supplier in UniBuy Guided Buying
All suppliers in UniBuy can be found when creating a non-catalogue request. You can also do the same in UniBuy Expert. For a broader overview of UniBuy, see What is UniBuy?
If you need to add a supplier to UniBuy, contact the UniBuy desk.
Ariba Suppliers: How to accept a request for a trading relationship
This User Guide provides the details on how to accept the request for trading relationship from University of Sydney. This is important step as this enables the University to access your quotations and send purchase orders.
There is also a video walkthrough towards the end of the article.
Navigating the Procurement Contracts Assurance dashboard
Refer to this article as a guide to navigating the Procurement Contracts Assurance dashboard. There are also these instructions to access the dashboard.
How to use split accounting in UniBuy Expert
This guide shows you how to split accounting so that the cost of the purchase is shared by two responsibility centres in UniBuy Expert.
To learn how to do the same in UniBuy Guided Buying, see this article. For a broader overview of UniBuy Expert, see What is UniBuy Expert?
How to get an invoice for an FCM managed flight booking
Follow these instructions to access the FCM supported portal which allows you to locate and download copies of tax invoices for any flight bookings you have managed through FCM (University Travel Provider).
Contract Management Roles and Definitions
The following are the key common terms and definitions utilised throughout the contract management process.
How to approve a purchase request in UniBuy Expert
Purchase requests must be approved before being sent to the supplier. Approvers will be emailed by UniBuy when a request has been submitted for their approval.
You can also do the same in UniBuy Guided Buying. For a broader overview of UniBuy Expert, see What is UniBuy Expert?
Who is going to source the quotes?
The UniBuy Desk can assist with advice on the quote process. Call them on 02 9351 2000 [x12000 option 5] or email UniBuy.Desk@sydney.edu.au.
A quick way to find purchase requisitions and orders in UniBuy Expert
This is a fast way to find PRs and POs in UniBuy Expert. For an advanced search of other transaction types such as contracts and suppliers, see this article. For a broader overview of UniBuy Expert, see What is UniBuy Expert?
How to add a new contact to a customer in PeopleSoft
Follow these instructions if:
- You need to raise an invoice for a customer that is set up in PeopleSoft
- The contact details on the invoice is missing from the customer information in PeopleSoft
How to add approvers to an expense report in Concur
You can include additional approvers if any expense item in your expense report is allocated to multiple centres or requires approval from multiple managers.
While you can add additional approvers, it is not possible to change your original designated approver/line manager in Concur. For guidance on this occurrence please contact the Travel and Expense Help Desk.
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