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.
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.
Add a Corporate Card expense item to an existing expense report in Concur
You would add an expense item to an expense report to easily group all related transactions, e.g. June expenses or China trip expenses, to submit your expenses for approval.
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.
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?
When do I do my Goods Receipting in UniBuy?
Goods Receipts should be performed on delivery of Goods and Services and not awaiting an Invoice to arrive.
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.
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.
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 fill out a Digital Travel Diary
A digital travel diary must be filled out and uploaded to travel requests with an overnight stay or more in the University's travel and expense management system (Concur).
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
Reset your corporate card PIN
You can request to reset your Personal Identification Number (PIN) if you have forgotten or would like to change your PIN number. This number is required to make purchases of goods and services over $100 on behalf of the University when using a corporate card.
How to find a purchase request or purchase order in UniBuy
This guide shows you how to find a purchase request or order in UniBuy Guided Buying. You can also look up a purchase request or order in UniBuy Expert. For a broader overview of UniBuy, see What is UniBuy?
Where do I get help for the Procurement Contracts Assurance dashboard?
Listed below are the various ways you can seek advice or get support for anything related to the Procurement Contracts Assurance dashboard.
How to reverse a receipt in UniBuy Expert
If a receipt needs to be amended or cancelled, you must reverse the receipt.
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?
What do I do with the invoice from the supplier?
Email the Accounts Payable team at unibuy.invoices@sydney.edu.au with the PO number and the line item numbers to be paid in the email subject. For example, PO nr 00000253154 Line item 1.
Check my corporate card balance / limit
You would check your corporate card balance or limit to track your purchases for the month and therefore make informed decisions about future expenditure.
How to receipt a purchase order on behalf of someone else in UniBuy Expert
This Guide shows you how to receipt items or services using a Purchase Order (PO) raised by another party in UniBuy Expert.
For a broader overview of UniBuy Expert, see What is UniBuy Expert?
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