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Business Office - Payment Methods for Less than $5000.00

Methods and procedures to make payments for less than $5000.00.

DIRECT PAYMENTS

Payments to a company or organization. Required information to be sent to Susan Kitts or Jane Rolfsmeyer:

  • Invoice from the vendor (must show description of services rendered with dates)
  • W9 if U.S. business (completed form by company or organization). Please send this completed, sensitive document to our Business Office secure cloudfax at businessfax@sohe.wisc.edu or 608-716-2609
  • Funding string to charge
  • Purpose of payment – description of services rendered (elaborate on what is provided in the invoice)
  • Vendor's mailing address and email if not included in the invoice or W9
  • Additional documentation may be required upon request


PAYMENTS TO INDIVIDUALS (Non Employee)

Payment to an individual required information to be sent to Susan Kitts or Jane Rolfsmeyer:

  • Full Name (last, first, initial)
  • W9 if U.S. citizen or U.S. resident alien (completed form by individual). Please send this completed, sensitive document to our Business Office secure cloudfax at businessfax@sohe.wisc.edu or 608-716-2609.
  • Funding string to charge
  • Mailing address for check if different than W9 Address
  • Dates of service
  • Purpose of payment – description of services rendered
  • Amount to pay
  • Email address
  • Additional documentation may be required upon request

 

UW PURCHASING CARD (P-Card)

A Visa card issued by US Bank, assigned to a specific UW employee and tied to University funding. The card is intended for low-dollar best judgment purchases that are to be paid directly by the University. Contact Michael Kukula for more information to obtain a P-card, or contact p-card holders Susan Kitts or Jane Rolfsmeyer to make a purchase.


UW CORPORATE CARD

A US Bank personal-liability Visa corporate travel card issued to UW employees for travel and business-related expenses while in travel status. All charges are ultimately the responsibility of the individual cardholder. Reimbursable expenses are claimed via e‑Reimbursement/GET and may be paid directly to US Bank, by the University, on behalf of the cardholder. For more information about My Corporate Card and to apply, please visit Division of Business Services Corporate Card information.





Keywords:less than $5000.00, business office template, direct payment, payments to individuals, report, purchasing card, pcard, p-card, corporate card, fax, cloudfax   Doc ID:104503
Owner:Jane R.Group:School of Human Ecology
Created:2020-07-30 11:10 CDTUpdated:2021-04-27 11:56 CDT
Sites:School of Human Ecology
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