AP Forms and Exception Processes

All AP forms have been moved to the B2P website.

Vendor Setup Reminders and Vendor Types at a Glance

The following documents contain Vendor Setup information including vendor types, requirements and reminders, including information on W-9 requirements, foreign nationals, and address standards.

Vendor Set Up and Maintenance

Setting up a new vendor is an online process using the Oracle application. AP has created How Tos and guidelines to assist with this process and can offer additional support in this area.

Check Inquiry Request

Stop or get a copy of a University check.

AP Forms and Exception Processes

A list of Accounts Payable exception forms and processes.

Missing Receipt Affidavit

Use this form to request a reimbursement when no receipt is available.

Petty Cash

This policy establishes the proper uses and administration of petty cash funds.

Key Controls

University internal controls list.

Credit Voucher Work Instructions

Step-by-step instructions on using the credit voucher form.

Web Reimbursement Work Instructions

Resources and training documents related to Harvard’s web-based tool, create a web reimbursement, travel authorization, travel advances, approvals, information look-up.

Processing Reimbursement Work Instructions

Step-by-step instructions for processing reimbursements for employees, non-employees, and using HCOM.

Vendor Request Form Work Instructions

Resources related to vendor requests, abbreviations of vendor set up, vendor address standards, using the vendor request form, approving vendor requests.

Fed Ex Work Instructions

The FedEx Oracle Procurement tool offers a streamlined process to integrate common FedEx functionality into your business workflow.

HCOM Work Instructions

Resources, training documents and overviews related to Harvard Crimson Online Marketplace procure-to-pay functions.