Matrix
Reference the table below to determine what documents are needed for the P2P process you are working to complete.
| Transaction Type | Required Documentation - (Documents listed below must be provided in order to have the transaction processed.) | Optional Documentation - (Documents listed below are not required in order to have a transaction processed but often result in faster processing times) |
|---|---|---|
| Travel Authorizations | - If combining personal travel with business travel then a price comparison is required. - Conference information (Links to registration) | - PDF of Conference information (agenda, timeline, etc) |
| Expense Reports - Travel | - Copies of receipts for reimbursable items - Itemized receipt and payment receipt - Flight itinerary - Mileage Log | - Per diem calculator |
| Expense Reports - Non - Travel | - Itemized receipts | |
| Expense Reports - Meals & Refreshments w/ Candidates or Visitors | - Itemized receipts - Payment receipts - Event Expense Summary - Candidate/Visitor Itinerary | |
| Requisitions | - | - Supplier Quote(s) - Contracts/Agreements (Boise State contract template or Supplier contract and/or agreements, including supplier contact name, phone number, and email drafted by OGC) - Procurement Policy Exemption Request Approval Documentation Procurement Policy Exemption Request form - Excess, Salvage, or Trade-In Form - Terms and Conditions from Supplier - SARB approval if applicable |
| Corrections | - For Multiple Correcting Entry Request, the MultipleCorrections excel file | |
| Independent Contractors -PreWork | - Independent Contractor Classification Request - Note: Invite the vendor to enroll through PaymentWorks once ICCR is submitted to speed up the process. | |
| Independent Contractors - PostWork | - Supplier Invoice - Contract/Agreement | |
| P-Card | - Itemized Receipts - Travel Purchases: Provide a Travel Authorization or TA #, or other supporting documentation for non-employee travel. - Meals, Refreshments/Events: Include Event Expense Summary (and listed supporting documentation) | Supporting documentation required by your area (i.e. gift, event-related or other purchases requiring additional approvals) |
| Invoice Payment with Supplier Invoice | - Supplier Invoice | |
| Invoice Payment to reimburse a Non-Employee | - Non-employee Reimbursement Request form excel file saved in PDF format - Event Expense Summary - Mileage Log excel file - Reimbursable Receipts | - Event Flyer |
| Invoice Payment to a Non-employee student | - Non-employee Reimbursement form saved in PDF format - Event Expense Summary - Reimbursable Receipts - Mileage Log excel file - Participation Agreement | |
| Invoice Payment for a non-compensatory payment to a non-employee | - Event Flyer - Award Agreement/Flyer | |
| Purchase Order Payment Approvals | - Supplier Invoice | - Credit Memos |
| Internal Payments | - Internal Payment Template excel file |