To enhance our service across the UMass System and streamline support, please note that starting September 1, 2025, the email address upst@umassp.edu will be deactivated and replaced with A&Fsupport@umassp.edu. For customer support, training inquiries, and analytics support, please send your requests directly to A&FSupport@umassp.edu or call (774) 545-8778. We appreciate your patience during this transition.

Resources, Forms, & Job Aids

Resource	UPST Process or Department	Resource Type	Brief Description of Training Resource
UPST Payment Form	Accounts Payable	Form	Used only for transactions that must be entered directly into PeopleSoft such as student reimbursements, single payment vouchers, and non-expense account transactions. Also known as the voucher form, this replaces all other campus-specific payment or disbursement forms.
W-9 Form	General	Form	An IRS tax form that requests information for an individual defined as a U.S. citizen or a person defined as a resident alien.
WB Mason Employee Purchase Program Overview	Requisition & Purchase Orders	Job Aid	Describes the WB Mason Employee Purchase Program and its important information.
WB Mason Employee Purchase Program Starter Guide	Requisition & Purchase Orders	Job Aid	Details the process for utilizing the WB Mason Employee Purchase Program.
Purchase Order Close Request Process	Requisition & Purchase Orders	Job Aid	Demonstrates the process for closing a purchase order (PO).