Departmental Invoice Reporting

Forms/Manuals:

The following presentation, which includes presenter notes, explains the PO, invoicing, and payment matching process for purchasing goods at Vanderbilt. This information centers around the departmental responsibilities and will help you generate relevant PO and Departmental Invoice Reports ("DIRs") to track charges against your centers.
  DIR Process Flow (with class notes)

View a Recorded Presentation:

Click the following link to view a recording of an Open Forum presentation that explained the PO and Invoicing process and how you can use these online reports to track POs and invoices for your centers on a regular basis. Duration is one hour; the presentation starts at 3:45 into the recording. http://mediasite.vanderbilt.edu/mediasite/Viewer/?peid=4a82a6d2c78c43a6b927cc22a16eede2

Check Request Training

Forms/Manuals:

Use the Check Request Training Manual to learn how to fill out the Check Request form to request reimbursement or payment to a third party on behalf of Vanderbilt.
  Check Request Training Manual

Travel Disbursement Training

Forms/Manuals:

Note: As of May 1st, 2010 a new Travel Policy has been enacted. For some helpful tips for filling out the existing forms to comply with the revised travel policy please click here.

Use the Travel Expense Manual to learn how to fill out the Travel Expense Reimbursement form after returning from Vanderbilt-related business travel. This form allows you to receive reimbursement from Vanderbilt for all eligible expenses.
  Travel Expense Manual

User Paced Training:

The following computer-based training (CBT) modules cover different aspects of the travel approval, documentation, and reimbursement process at Vanderbilt. Use these CBTs on their own or with the Travel Expense Manual to educate yourself on how to document your travel expenses for reimbursement.