Buying and Paying
Buying and Paying
Getting Started with Buying and Paying

Learn Common Buying and Paying Terms

Learn Common Buying and Paying Terms

Request or Assign Roles/Authorizations

Request or Assign Roles/Authorizations

Get to Know the B2P System

Get to Know the B2P System

Get to Know the ProCard

Get to Know the ProCard

Get to Know the eRFP System

Get to Know the eRFP System

Learn Financial Record Retention Guidelines

Learn Financial Record Retention Guidelines

Learn to Recognize Fraud

Learn to Recognize Fraud
Shopping for Goods and Services

Shop for Goods

Shop for Goods

Shop for Services

Shop for Services

Request a New Supplier

Request a New Supplier

Shop for Mailing and Shipping Services

Shop for Mailing and Shipping Services
Purchasing Restricted Substances

Purchase a Controlled Substance

Purchase a Controlled Substance

Purchase a Highly Toxic or Restricted Chemical

Purchase a Highly Toxic or Restricted Chemical
Placing an Order

Order through the B2P System

Order through the B2P System

Approve a Requisition

Approve a Requisition

Find or Track a Requisition

Find or Track a Requisition

Purchase Using the ProCard

Purchase Using the ProCard

Verify a ProCard Charge

Verify a ProCard Charge

Change, Cancel, or Return an Order

Change, Cancel, or Return an Order

Make a Personal Purchase

Make a Personal Purchase
Receiving and Paying

Acknowledge Order Receipt

Acknowledge Order Receipt

Approve an Invoice

Approve an Invoice

Request a Low-Dollar Supplier Payment

Request a Low-Dollar Supplier Payment

Request a Reimbursement

Request a Reimbursement

Request an International Wire Transfer Payment

Request an International Wire Transfer Payment

Pay an Honorarium

Pay an Honorarium

Pay a Prize or Award

Pay a Prize or Award

Pay Visa Fees

Pay Visa Fees

Pay a Human Subject

Pay a Human Subject
Reporting on Buying and Paying

Access and Create Reports

Access and Create Reports
Information for Suppliers

Inquire about Becoming an MIT Supplier

Inquire about Becoming an MIT Supplier

Join the Coupa Supplier Portal

Join the Coupa Supplier Portal

Sign up for Direct Deposit

Sign up for Direct Deposit

Fulfill an Order for MIT

Fulfill an Order for MIT

Submit an Invoice

Submit an Invoice
Travel Planning and Expensing
Travel Planning and Expensing
Getting Started

Apply for the MIT Travel Card

Apply for the MIT Travel Card

Review Travel Expense Policies

Review Travel Expense Policies

Arrange Special Travel

Arrange Special Travel
Travel Domestically

Book Domestic Air Travel

Book Domestic Air Travel

Book Domestic Ground Transportation

Book Domestic Ground Transportation

Book Domestic Hotels/Accommodations

Book Domestic Hotels/Accommodations
Travel Internationally

Gather Documents

Gather Documents

Determine your Expensing Plan

Determine your Expensing Plan

Book International Air Travel

Book International Air Travel

Book International Ground Transportation

Book International Ground Transportation

Book International Hotels/Accommodations

Book International Hotels/Accommodations

Know What to Do in an Emergency

Know What to Do in an Emergency
While You Are Traveling

Resolve a Decline on Your Credit Card

Resolve a Decline on Your Credit Card

Report a Car Accident

Report a Car Accident

Change Your Travel Plans

Change Your Travel Plans

Avoid Common Expensing Mistakes

Avoid Common Expensing Mistakes
Expensing Your Trip

Report Travel Expenses

Report Travel Expenses

Process Per Diem Expenses

Process Per Diem Expenses

Know Who May Approve Travel Expense Reports

Know Who May Approve Travel Expense Reports

Reimburse A Visitor for Travel Expenses

Reimburse A Visitor for Travel Expenses

Expense Your Relocation

Expense Your Relocation
Payroll
Payroll
Personal Payroll Activities

Locate Your Pay

Locate Your Pay

Manage Hourly Time Sheet

Manage Hourly Time Sheet

Manage Direct Deposit

Manage Direct Deposit

Review Tax Withholdings

Review Tax Withholdings

Understand Paystubs, W-2 Forms, and Other Tax Forms

Understand Paystubs, W-2 Forms, and Other Tax Forms

Manage Foreign National Status for International Taxpayers

Manage Foreign National Status for International Taxpayers
Faculty and Staff Appointments, Compensation, and Vacations

Manage Faculty and Staff Appointments

Manage Faculty and Staff Appointments

Manage PDA/PDF Taxes and Benefits

Manage PDA/PDF Taxes and Benefits

Approve Hourly Time

Approve Hourly Time

Request a One-Time Supplemental Payment

Request a One-Time Supplemental Payment

Manage SRS Vacation Tracking

Manage SRS Vacation Tracking

Review Guidance for Hiring or Sending an Employee Abroad

Review Guidance for Hiring or Sending an Employee Abroad
Student Appointments

Set Up a Graduate Fellowship Appointment

Set Up a Graduate Fellowship Appointment

Set Up Graduate RA/TA Appointments

Set Up Graduate RA/TA Appointments

Set Up an Hourly Student Appointment

Set Up an Hourly Student Appointment

Modify or Cancel a Student Appointment

Modify or Cancel a Student Appointment
Administering Salary Distributions and Certifications

Review Salary Distribution Requirements

Review Salary Distribution Requirements

Request a Salary Distribution Change

Request a Salary Distribution Change

Use a Payroll Suspense Cost Object

Use a Payroll Suspense Cost Object

Monitor Salary Distribution Compliance

Monitor Salary Distribution Compliance

Submit Supporting Documentation by Proxy

Submit Supporting Documentation by Proxy
Employment Verification

Verify my Employment

Verify my Employment

Verify an MIT Employee's Employment and Income

Verify an MIT Employee's Employment and Income
Budget Management
Budget Management
Budgeting

Create a Budget

Create a Budget

Handle Auxiliary Budget Requirements

Handle Auxiliary Budget Requirements

Submit a Budget

Submit a Budget

Monitor a Budget

Monitor a Budget

Change a Budget

Change a Budget

Close a Budget

Close a Budget
Budget Guidance for International Programs

Understand Budget Implications for Operating Overseas

Understand Budget Implications for Operating Overseas
Property, Tax, and Accounting
Property, Tax, and Accounting
Property

Dispose of Surplus Equipment and Furniture

Dispose of Surplus Equipment and Furniture

Acquire Surplus Equipment and Furniture

Acquire Surplus Equipment and Furniture

Accept a Gift-in-Kind

Accept a Gift-in-Kind

Request an Equipment Fabrication Account

Request an Equipment Fabrication Account

Have Your Equipment Tagged

Have Your Equipment Tagged

Report Damaged or Stolen Equipment

Report Damaged or Stolen Equipment

Transfer Equipment from/to Another Institution

Transfer Equipment from/to Another Institution

Update the Location of Your Equipment

Update the Location of Your Equipment

Buy a Used Computer or Phone from MIT

Buy a Used Computer or Phone from MIT
MIT Tax Forms and Guidance

Request MIT’s Tax Exemption Letter

Request MIT’s Tax Exemption Letter

Request MIT’s Form 990

Request MIT’s Form 990

Learn About Unrelated Business Taxable Income

Learn About Unrelated Business Taxable Income

Understand Withholding Tax on Foreign Payments

Understand Withholding Tax on Foreign Payments

Explore Tax Implications to MIT of Working Abroad

Explore Tax Implications to MIT of Working Abroad

Understand State Tax Implications

Understand State Tax Implications

Request MIT’s U.S. Residency Certificate

Request MIT’s U.S. Residency Certificate

Understand Tax Considerations for International Contracts

Understand Tax Considerations for International Contracts
MIT Accounting Operations

Request or Change a Cost Object

Request or Change a Cost Object

Find a General Ledger (G/L) Account

Find a General Ledger (G/L) Account

Create or Change a Profit Center

Create or Change a Profit Center

Create or Reverse a Journal Voucher

Create or Reverse a Journal Voucher

Upload a Journal Voucher

Upload a Journal Voucher

Perform Financial Review and Control

Perform Financial Review and Control

Close a Fiscal Year

Close a Fiscal Year

Learn About Pool A Endowment Funds

Learn About Pool A Endowment Funds
Sponsored Accounting

Understand Sponsored Billing Procedures

Understand Sponsored Billing Procedures

Run a Sponsored Receivables Aging Report

Run a Sponsored Receivables Aging Report

Check for Unallowed Costs

Check for Unallowed Costs

Resolve Underrecovery of Research F&A

Resolve Underrecovery of Research F&A

Close Out a Sponsored Account

Close Out a Sponsored Account
Payments to MIT
Payments to MIT
Accepting Wires, Checks, or Cash

Receive a Wire Transfer

Receive a Wire Transfer

Process Checks or Cash on a Regular Basis

Process Checks or Cash on a Regular Basis

Deposit Checks and Cash on an Occasional Basis

Deposit Checks and Cash on an Occasional Basis

Process Gift Checks

Process Gift Checks
Set up Invoicing Through Accounts Receivable

Set up Manual Invoicing

Set up Manual Invoicing

Establish a System for Automated Invoicing

Establish a System for Automated Invoicing
Paying Bills and Invoices

Pay a Sponsored Invoice

Pay a Sponsored Invoice

Pay Online with a Credit Card

Pay Online with a Credit Card

Pay by Wire Transfer

Pay by Wire Transfer

Pay with a Check

Pay with a Check
Tracking Payments

Identify Checks and Wire Transfers

Identify Checks and Wire Transfers

Track/Collect Overdue Balances

Track/Collect Overdue Balances
Becoming a Merchant

Set Up a Merchant Account

Set Up a Merchant Account

Test a Merchant Account

Test a Merchant Account

Understand Costs, Fees, and Refunds

Understand Costs, Fees, and Refunds

Buy a Point-of-Sale (POS) Device

Buy a Point-of-Sale (POS) Device
Maintaining a Merchant Account

Reconcile an Account

Reconcile an Account

Understand Failed Transaction Codes

Understand Failed Transaction Codes

Add a New User to Your Account

Add a New User to Your Account

Renew Your PCI Compliance

Renew Your PCI Compliance

Review Merchant Reports

Review Merchant Reports
Making a Gift to MIT

Make a Gift Payment

Make a Gift Payment