Forms
Bank Card Program
Contract Management
- SCOPE OF SERVICES (GENERAL TEMPLATE)
- CONTRACT AMENDMENT FORM - DATES
- CONTRACT AMENDMENT FORM - PAYMENT
- CONTRACT AMENDMENT FORM - DATES & PAYMENT
- CONTRACT AMENDMENT FORM
- UNIVERSITY CONTRACT FOR SERVICES (CFS) - SAMPLE
Travel & Expense
Strategic Sourcing (UMPO and UMassD use BuyWays NBJ Guided Buying option)
Job Aids
- Upload Bank Card Statement and Receipts Job Aid
- Upload Bank Card Statement and Receipts --- Video
- Bank Card Reallocation - Single Transaction Job Aid
- Bank Card Reallocation - Single Transaction --- Video
- Bank Card Reallocation - Split a Transaction Job Aid
- Bank Card Reallocation - Split a Transaction --- Video
- Bank Card Travel Expenses - Creating an Expense Report Job Aid
- Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Authorization (if applicable) Job Aid
- Bank Card Access Online Registration Job Aid
- The URL for the bank is https://www.access.usbank.com.
- (Please use Organization Short Name: Umass1)
- Register Your Card and Create a User ID and Password for US Bank Access Online (Video)
- How to View Your Account Statement through US Bank Access Online (Video)
- How to Set Up Email or Text Alerts and Notifications in US Bank Access Online (Video)
- BuyWays Navigation Job Aid
- Set Up User Profile Job Aid
- Set Up User Profile --- Video
- Create a Catalog Order Job Aid
- Create a Catalog Order --- Video
- Create a Non-Catalog Order Job Aid
- Create a Non-Catalog Order --- Video
- Create a Blanket Order Job Aid
- Create a Blanket Order--- Video
- Review and Approve a Requisition Job Aid
- Review and Approve a Requisition --- Video
- Reviewing and Approving Invoice Match Exceptions Job Aid
- Creating an Approval to Purchase (AtP) Form Job Aid
- Creating a Quantity Receipt Job Aid
- Creating a Cost Receipt Job Aid
- Change Order Request Job Aid
- Purchase Order Close Request Process
- Creating a Vehicle Lease Requisition
- Toshiba Copier Process