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Process | Workday | Before Workday |
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Expense Report | Expense reports are submitted so that you are reimbursed for institution related costs, such as airfare or hotel expenses. | Travel Expense Form Expenditure Request Form |
Spend Authorization | A spend authorization is a preapproval of your travel and its related expenses that must be Spend authorization are just an estimate of the travel costs including airfare, hotel, parking, tolls, etc. After you return from your travel, you will Create Expense Report. | Expenditure Request Form Faculty travel authorizations Cash advances |
Request Non-Catalog Items (Requisitions) | When procuring goods and services for Lynn University, all departments have the option to procure goods on WB Mason, Amazon Lynn Business account or create a request for non-catalog items (requisition for goods and services). The process to purchase from WB Mason / Amazon has not changed. | Process varied per department. Some department contacted suppliers directly, created requisitions on Jenzabar or paper managers approved items in Perceptive Content. |
Check Budget | When creating a Request for Non-Catalog Items (Requisitions) the system will automatically check for available budget for your organization (Cost Center, Gift, or Project). Cost Center managers can make adjustments to the requisition via Review Budget Check process. | Requesters and department managers would check variance reports for available budget. Finance department would make GL budget changes. |
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