Purchasing and Payments
Pcard & Travel Cards Purchasing Overview Vendor Setup Purchase Orders Consultant Agreements Invoicing Other Payments
Requests for a Pcard and/or a Travel Card are routed for approval through AccessTufts. Please be sure to review the Pcard and Travel card policies on AccessTufts and the Friedman School's finance policies before making purchases. Cardholders are responsible for abiding by the policies, even when delegating surrogate access to an administrative contact, and are responsible for confirming the funding source prior to making a purchase.
Each transaction needs to be reviewed for accuracy by the cardholder to ensure it is valid, then redirected to the appropriate funding source(s) and account code, add a justification statement and upload a receipt. Passively letting transactions sweep to the pcard default coding is not proper reconciliation.
Pcard transactions must be reconciled within 21 days of the purchase date.
Travel Card transactions should be reconciled within 30 days of the purchase date.
Please contact the Finance Office or the appropriate SRA should you have questions.
Review the purchasing of goods and services flowchart for details on the purchasing process.
Vendors are set up in PeopleSoft via PaymentWorks. Please work with the finance office to initiate a PaymentWorks invite as needed. Purchase orders cannot be generated and invoices cannot be processed if the vendor is not set up in PeopleSoft.
Contracts, agreements, statements of work, etc. must be reviewed, approved, and signed by the Purchasing office. Please submit all contract requests related to operating and/or gift funds through Jaggaer. Please work directly with your SRA on contracts supported by sponsored researching funding.
Purchase orders are required for all goods and services purchased via an invoice. Purchase orders are generated through the eReq module in PeopleSoft. A quote, agreement, and/or proposal is required for a purchase order to be processed and approved by the central university Purchasing office.
A purchase order must be set up prior to a purchase being made. Please coordinate with Purchasing to ensure that they have reviewed and approved agreements, SOWs, proposals, etc. prior to engaging the vendor(s) services. Please be sure to confirm that funds are available in your budget for the expense prior to generating a purchase order through eReq.
Please submit your request for a purchase order funded from school operating or gift funds via the link below. Purchase order requests will be submitted within 7 days of the request. Please contact the Friedman School finance office with questions.
Purchase Order Requests
All invoices must reference a purchase order number for payment to be processed by TSS. Invoices should be sent directly to TSS by the vendor for processing. Tufts uses Medius, an electronic invoicing platform to process invoice approvals and payment. Details on Medius and the invoicing process are outlined on AccessTufts. Vendors should be directed to TSS for payment inquiries. Please work with the Friedman School finance office should you require assistance with an invoice.
Please refer to the Types of Payments grid for details on processing other payments. (Please make sure you are logged into Box when attempting to view the types of payments grid). Please work with Sharon Grant should you require assistance with other payments.
To initiate these types of payments, complete the form below:
Submit a Check Voucher Request
Check voucher requests will be submitted within 7 days of the request.