Complete Task List

Learn Common Buying and Paying Terms

Request or Assign Roles/Authorizations

Get to Know the B2P System

Get to Know the ProCard

Get to Know the eRFP System

Learn Financial Record Retention Guidelines

Learn to Recognize Fraud

Shop for Goods

Shop for Services

Shop for Mailing and Shipping Services

Request a New Supplier

Purchase a Controlled Substance

Purchase a Highly Toxic or Restricted Chemical

Order through the B2P System

Approve a Requisition

Find or Track a Requisition

Purchase Using the ProCard

Verify a ProCard Charge

Change, Cancel, or Return an Order

Make a Personal Purchase

Acknowledge Order Receipt

Approve an Invoice

Request a Low-Dollar Supplier Payment

Request a Reimbursement

Request an International Wire Transfer Payment

Pay an Honorarium

Pay a Prize or Award

Pay Visa Fees

Pay a Human Subject

Access and Create Reports

Inquire about Becoming an MIT Supplier

Join the Coupa Supplier Portal

Sign up for Direct Deposit

Fulfill an Order for MIT

Submit an Invoice

Apply for the MIT Travel Card

Review Travel Expense Policies

Arrange Special Travel

Book Domestic Air Travel

Book Domestic Ground Transportation

Book Domestic Hotels/Accommodations

Gather Documents

Determine your Expensing Plan

Book International Air Travel

Book International Ground Transportation

Book International Hotels/Accommodations

Know What to Do in an Emergency

Resolve a Decline on Your Credit Card

Report a Car Accident

Change Your Travel Plans

Avoid Common Expensing Mistakes

Report Travel Expenses

Process Per Diem Expenses

Know Who May Approve Travel Expense Reports

Reimburse A Visitor for Travel Expenses

Expense Your Relocation

Locate Your Pay

Manage Hourly Time Sheet

Manage Direct Deposit

Review Tax Withholdings

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

Review Tax Guidance for Nonresident Aliens

Manage Faculty and Staff Appointments

Manage PDA/PDF Taxes and Benefits

Approve Hourly Time

Request a One-Time Supplemental Payment

Manage SRS Vacation Tracking

Review Guidance for Hiring or Sending an Employee Abroad

Set Up a Graduate Fellowship Appointment

Set Up Graduate RA/TA Appointments

Set Up an Hourly Student Appointment

Modify or Cancel a Student Appointment

Review Salary Distribution Requirements

Request a Salary Distribution Change

Use a Payroll Suspense Cost Object

Monitor Salary Distribution Compliance

Submit Supporting Documentation by Proxy

Verify my Employment

Verify an MIT Employee's Employment and Income

Create a Budget

Handle Auxiliary Budget Requirements

Submit a Budget

Monitor a Budget

Change a Budget

Close a Budget

Understand Budget Implications for Operating Overseas

Dispose of Surplus Equipment and Furniture

Acquire Surplus Equipment and Furniture

Accept a Gift-in-Kind

Request an Equipment Fabrication Account

Have Your Equipment Tagged

Report Damaged or Stolen Equipment

Transfer Equipment from/to Another Institution

Update the Location of Your Equipment

Buy a Used Computer or Phone from MIT

Request MIT’s Federal Tax Exemption Letter

Provide Documentation of MIT's State Sales Tax Exemptions

Collecting Sales Tax

Request MIT’s Form 990

Learn About Unrelated Business Taxable Income

Understand Withholding Tax on Foreign Payments

Explore Tax Implications to MIT of Working Abroad

Understand Tax Considerations for International Contracts

Request MIT’s U.S. Residency Certificate

Learn about Grants, Stipends, Scholarships, Fellowships, and Other Types of Payments

Request or Change a Cost Object

Find a General Ledger (G/L) Account

Create or Change a Profit Center

Create or Reverse a Journal Voucher

Upload a Journal Voucher

Perform Financial Review and Control

Close a Fiscal Year

Learn About Pool A Endowment Funds

Understand Sponsored Billing Procedures

Run a Sponsored Receivables Aging Report

Check for Unallowed Costs

Resolve Underrecovery of Research F&A

Close Out a Sponsored Account

Receive a Wire Transfer

Process Checks or Cash on a Regular Basis

Deposit Checks and Cash on an Occasional Basis

Process Gift Checks

Set up Manual Invoicing

Establish a System for Automated Invoicing

Pay a Sponsored Invoice

Pay Online with a Credit Card

Pay by Wire Transfer

Pay with a Check

Identify Checks and Wire Transfers

Track/Collect Overdue Balances

Set Up a Merchant Account

Test a Merchant Account

Understand Costs, Fees, and Refunds

Buy a Point-of-Sale (POS) Device

Reconcile an Account

Understand Failed Transaction Codes

Add a New User to Your Account

Renew Your PCI Compliance

Review Merchant Reports

Make a Gift Payment