Instructions for Voucher Inquiry for Employee Reimbursements

With the transition to PeopleSoft Financials 9.2, employee and student reimbursements will be handled in a new way.  Employees and active students will no longer be set up as vendors in the vendor database**.  To make these payments, these payees will be paid via the Single Payment Voucher process.  The steps for this process are:

1. Department completes RFD, Travel Voucher or Relocation/House Hunting Form as normal.  Please attach all appropriate documentation and obtain all required signatures.  Please make sure the employee or student’s ID number is on the document.
2. Controller’s Office reviews and approves payment request.
3. Payment request is keyed into the PeopleSoft Financials system via the Single Payment Voucher functionality.  No vendor number required.  Banking information (if active bank information in Payroll) will be pulled over from the HR system at time of entry.
4. Payment is made to employee or student.  If payee on direct deposit, payment will be made via ACH.  If payee not on direct deposit, payment will be made via check.
5. For instructions on how payment requests can be researched in the PeopleSoft system, please see the attached instructions.

**The only exception to this is if the employee or student is being paid for study participation – because these payments are 1099 reportable income, these payees must continue to be set up as vendors in the vendor file.”

Instructions for Accounts Payable Inquiry Single Payment Vouchers (pdf)