How to request the urgent payment of an invoice in UniBuy
An urgent payment can only be made under exceptional circumstances with a valid justification and requires CFO approval.
How to raise a credit note
Credit notes are raised when goods or services provided to a trade debtor differ from the original agreement.
For more information see the Raising a credit note section on the staff intranet and section 7 of the Trade Debtor Procedures 2017.
Why does my UniBuy order still have the Approved status?
A common cause for an order stuck with the Approved status is that a date was added to the Delay Purchase Until field when the request was created. This can be fixed by removing the date from that field.
How to search for a Contract Workspace in UniBuy
This guide shows you how to find a Contract Workspace in UniBuy Guided Buying.
How to purchase from the Dell Punchout catalogue in UniBuy
Follow these instructions to access a broader and customisable range of Dell products than can be found on the regular UniBuy catalogue.
Set up a delegate profile in Concur
You can set up a delegate profile for another employee in Concur, so they can perform request and expense tasks in Concur on your behalf. Tasks include creating and editing expense reports.
How to submit a billing request (for non-PeopleSoft users)
Use the accounts receivable system to ensure funds (including revenues and recoveries) are allocated to your area accurately and efficiently.
Follow either of the instructions below depending on your staff type. If you use PeopleSoft, see these instructions.
Upload a receipt into Concur
You can use Concur (browser) upload a receipt to provide evidence for all corporate card transactions and cash claims.
How to buy off an existing contract in UniBuy
You can submit the purchase requisition after the contract has been uploaded into the UniBuy system. You can also do the same in UniBuy Expert. For a broader overview of UniBuy, see What is UniBuy?
Create a new expense report in Concur
You can create an expense report to acquit all corporate card transactions and to claim out-of-pocket expenses.
To create a new expense report for an approved Concur travel request please follow these instructions.
Claim car mileage in Concur
You would claim car mileage when you have used a personal vehicle for work related travel and need to be reimbursed for the expense incurred.
How to use FinBot to check if an invoice has been paid
Please follow these instructions to check if a supplier invoice has been paid.
How are suppliers paid when we use UniBuy
See below for a short summary of the payment process. This article details how a supplier is paid for goods and services through UniBuy. However, if you are paying someone for something other than goods and services, you may need to submit a payment request instead. If in doubt, please contact the UniBuy Desk.
How to look up a customer in PeopleSoft
You can check whether a customer is already in the system by running a search using PeopleSoft.
Register a personal vehicle in your Concur profile
You would complete this process if you use your personal vehicle for work-related travel and need to claim car mileage in your expenses.
What is FinBot?
FinBot is a chatbot to help you efficiently search payments information and FAQ’s easily and quickly. FinBot pulls information directly from UniBuy, making it a quick user-friendly option to find information about your invoices and purchase orders without having to go into UniBuy.
How to find a supplier in UniBuy Expert
All suppliers in UniBuy can be found when creating an ad hoc request. To do the same in Guided Buying, see this article. For a broader overview of UniBuy Expert, see What is UniBuy Expert?
How to send supporting documentation to a Contract Workspace in UniBuy
Follow these instructions to upload additional supporting documentation to a contract workspace in UniBuy. For assistance with the procurement contract management process see this article.
How to combine an expense transaction with an e-receipt in Concur
Use the following steps when you have a corporate card or Business Travel Account transaction and a matching receipt appearing on separate lines in your Available Expenses.
My Research Funding Portal Quick Reference Guides
See below for links to some useful cheat sheets on navigating the My Research Funding Portal app in Power BI.
To find out more about My Research Funding Portal, please see What is My Research Funding Portal?
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