Payments FAQs

It is always important to know why a purchase is being made and how it benefits the University because, in the end, we are tasked with being good stewards of the University’s funds. The business purpose explanation does not need to be long, just the “why” behind the purchase.

We are all human and, as such, can all make mistakes.  It is always best to have at least two people involved in a transaction, and the Department Level 2 Approver for Non-PO invoices (unencumbered) not only protects the University, but also the people involved in the purchases. Remember – trust but verify!

myUF Marketplace allows files up to 10MB.

Yes. On an invoice with a purchase order (PO), the product description auto populates. When creating a Non-PO Invoice (unencumbered), you are required to enter the product description. This field defaults to the description field in myUFL (PeopleSoft) and will continue to display on the Monthly Financial Reports.

No, this form is no longer required for UF Foundation transactions. All users handling Foundation monies will need to take ADV006: Fund Administrator Training instead, if they have not already done so.

Yes, the voucher number starts with “V” in both myUF Marketplace and myUFL (PeopleSoft) so that the numbers will match between both systems.

Yes, there is document upload capability in myUF Marketplace.  To attach supporting documents to an invoice while creating or “working” it, a Department Level 1 or Level 2 Approver can quickly add attachments from the main Buyer Invoice Tab, in the “Note/Attachments” section.  Or, Approvers can go to the “Attachments” tab of the invoice. After the invoice has been paid (“finalized”), supporting documents can be attached using the “Comments” tab of the invoice.  The user will click “Add Comment” and select the file to attach.

Yes, budget checking takes place in myUF Marketplace and the voucher will budget check again in myUFL (PeopleSoft).

Yes.  When viewing an invoice, a Department Level 1 or Level 2 Approver can go to the “Comments” tab and enter a comment requesting information from another person, such as confirmation of receipt from a lab manager.  After the Approver adds the comment and sends it, the lab manager will receive an e-mail from myUF Marketplace with a direct link to the invoice.  By clicking on the link, the lab manager can reply to the Approver’s comment directly.  All comments will remain in the invoice’s comment history for future reference.

No. The ability to add annotations to images was a feature of the previous system (myUF Payment Solutions).  Unfortunately, it is not a feature of myUF Marketplace.

Suppliers are required to send invoices directly into the myUF Marketplace system via email, fax or P.O. Box. If invoices are sent to your department, you may return those invoices to the supplier with instructions on how to submit UF invoices to the system. If the payment is time sensitive, Department Level 1 Approvers can follow the steps in the Creating an Invoice from a Purchase Order instruction guide to manually enter the invoice for payment into myUF Marketplace.

Not at this time – lines in an invoice will have to be edited individually.

Yes.  If you navigate to the PO in myUF Marketplace, the Document Status tile has a “Status” tab.  The “A/P Status” line provides information about the current status of the PO.  If the A/P Status is “Closed,” that reflects a closed PO.

Yes.  However, it is now called a “Non-PO Invoice.”  Non-PO (unencumbered) Invoices should be created from the “Create Invoice” tile on the AP Home screen, following the steps in the “Create a Non-PO Invoice” instruction guide.

Yes, you can open the invoice and view it without assigning (“claiming”) it. If the invoice is not yours, it can be closed and will remain in the Approvals queue. The invoice must be assigned to you if you want to make any edits.

Yes, when manually inputting an invoice, the current date will default into the Supplier Invoice Number field. It must be changed to reflect the true invoice number. For invoices that come into  myUF Marketplace electronically, the Supplier Invoice Number is captured. A Department Level 1 or Level 2 Approver should review this number for accuracy and edit any numbers that are captured incorrectly. To edit the Supplier Invoice Number, navigate to the invoice in the myUF Marketplace. On the Buyer Invoice tab in the Summary/General section, click the “Edit’ button and correct the Supplier Invoice number.

Yes, duplicate invoices with the same supplier number, supplier invoice number, invoice date and amount will be detected by myUF Marketplace.  Even if invoices come in months apart, the system is comparing these fields to detect duplicates.  If a duplicate invoice is received in your Approvals queue, add a comment to record why it was cancelled then select “Reject/Cancel” in the action box and click on “Go”.

Yes, the supporting documentation, such as a packing slip or other evidence of receipt, can be added using the “Comments” tab of the invoice.  Click “Add Comment” and select the file you would like to attach to the invoice.

There is not a report in myUF Marketplace, but if you navigate to the PO in myUF Marketplace and click on the “Invoices” tab, you can see all invoices applied against the PO. A running and available balance is on the bottom section of the screen.

Yes. Navigate to the PO in myUF Marketplace. On the Status tab in the Document Status tile, the “A/P Status” field is the current status of the PO.  “Closed” means the PO is not available to be paid against and the system has closed it for all future activity.  “Open” means the PO is still active and remaining funds are available for payment. “Soft Closed” is equivalent to the “Finalized” status in the prior system. Soft Closed is a temporary status that means that the PO has been invoiced against based on 100% of the quantity or 100% of the cost. Once the final payment information is written to the invoice from the myUFL system, myUF Marketplace will automatically convert the PO status to Closed.

Yes, all change orders will be completed in myUF Marketplace.  Department Level 1 Approvers should follow the steps in the Completing Change Orders with the Change Request Tab.  Financial Approvers for requisitions should use the steps in the Approving Change Orders for Financial Approvers in myUF Market instruction guide.

Yes, document search has a variety of ways to search in the system, view Searching in myUF Marketplace for information about the various search options.

Yes, you can create a recurring invoice that will automatically do the work for you and set up recurring payments.  Follow the steps in the Creating a Recurring Invoice instruction guide to make recurring payments.

Budget checking takes place in myUF Marketplace and the invoice will be returned to the Invoice Owner.  The Invoice Owner is notified if their notifications are turned on (set up in your user profile.)

Yes, the payment method is visible when viewing the invoice – it is not displayed when processing the transaction. Payment Method is the default method for how the supplier is paid (ACH, Wire, Check). Once a payment is made via myUFL, payment information is returned and posted to the invoice in myUF Marketplace. This information can be seen on the Buyer Invoice tab, summary section in the Payment Information tile.

Yes, it will be called handling codes. When approving an invoice, both Department Level 1 and Department Level 2 Approvers can include a request for Special Payment Handling with appropriate justification.  Payment Handling Codes include 01 – No Special Handling, 02 – Request Express Check (only in case of emergency when no other option exists), 03 – Request Check Pickup (you will be called to pick up the check – provide the name and phone number of the person picking up the check), 04 – Send Check With Attached (request to enclose documents with a check), 05 – Mail to Alternate Address (request the check be mailed to a different address), 06 – Other (special handling that is not listed above).

Yes, navigate to the AP Home page and click on the link within the Approvals tile. This will open a listing of all invoices in your queue. You can select documents by checking the box on the far right. Then select an action for the action box on the top right (in this case “Assign”) and click Go.

No, this is not a current feature.  However, it may be a possibility in the future.

One-time payments will be used for refunds only.

Automatic invoice workflow routing will be based on the Department ID written on the PO or invoice. All other workflow, such as routing the invoice to another person for comments, is manually performed by the user.

Yes, you can close a PO in myUF Marketplace by following the steps in the Closing a Purchase Order instruction guide. In addition, you still have access to the PeopleSoft voucher, so you do have the option to finalize in that system. This might still need to be done for some of the older POs that were established before implementation of myUF Marketplace. For new POs, created after myUF Marketplace implementation, the system does the work for you. Once a PO is paid out 100% of either cost or quantity, the system automatically sets the PO status to Soft Closed. Once the final payment information is written back from PeopleSoft, the system converts the PO to Closed – there is no need to finalize. If a PO is not paid out 100% and a department needs to close it, you can select “Close PO” in the Action box at any given time to Close the PO and restore any remaining unused funds to the cost center.

No, that was a function of the prior system.  It was available because the voucher went across to PeopleSoft at night.  In myUF Marketplace, the voucher can go over to PeopleSoft as soon as all approvals are obtained.  Changes can be made in PeopleSoft or the voucher can be deleted in PeopleSoft and then the invoice re-entered in myUF Marketplace.

Yes, you must assign the invoice to make any edits.  Once an invoice is assigned, only the user it is assigned to can make any edits.  Requiring you to assign the invoice to yourself before making edits ensures that only one user is making changes at a time, and your edits are not being overwritten by someone else working on the invoice at the same time.

Follow the steps in the Setting up Your User Profile instruction guide to set up e-mail notifications.  You can set up e-mail notification preferences for both “Shopping, Carts & Requisitions” and “Purchase Orders.”

ChartFields against a PO should never be changed on the PO lines within the transaction in myUF Marketplace.  If ChartField changes are needed, a Non-PO line should be added, and the changes should be reflected on that line.  ChartFields for Non-PO lines can be edited from the ChartFields section of the Buyer Invoice tab.

The SEA invoices are identified during a workflow step, so myUF Marketplace is not able to automatically notify recipients. A query has been written to enable departments to identify these transactions. Navigate to: Orders>View Saved Searches>UF Searches. Click on Select Expedited Approval. This will produce a listing of all SEA invoices processed. Filters can then be added.

Suppliers that submit invoices electronically do not provide invoice images. All information that would be on the invoice image are added by the supplier directly in the system and can be found on the buyer invoice tab / line details.

You can click the Print Icon to create a PDF. Please do not print a paper copy.

Below is a list of suppliers who submit their invoices electronically.

• Airgas Inc
• Apple Inc
• B&H Foto & Electronics Corp
• Bio-Rad Laboratories Inc
• CDW Government Inc
• Dade Paper and Bag LLC
• Dell Marketing LP
• Eurofins Genomics LLC
• Fastenal Co
• Ferguson Enterprises Inc
• Fisher Scientific Co LLC
• GovConnection Inc
• Graybar Electric Co Inc
• Henry Schein Inc
• Integrated DNA Technologies Inc
• Life Technologies Corporation
• Medline
• Mister Paper Inc
• New England Biolabs Inc
• OEC Business Interiors Inc
• QIAGEN, LLC
• Santa Cruz Biotechnology Inc
• Sigma Aldrich Inc
• USA Scientific Inc
• W W Grainger Inc

Submit an online ticket via the Finance-Hub form and provide a justification.

Try navigating to UF Document Imaging. The images are much more crisp and printer friendly.

If the voucher has not actually paid, you can submit an online ticket via the Finance-Hub form and we will take the proper measures to open those fields for you.

If a wireless device allowance is created via the myUFmarketplace, vouchers are created and approved on a monthly basis and ledgers are only charged for the monthly amount.

No. Services are considered taxable income. In order to comply with IRS regulations, we need these payments to go through the Accounts payable module.

For UF Departments, see the instructions located here:
Payments and Cancellations – Checks:
Checks are disbursed directly to the supplier at the address specified in the voucher on the “payments tab” under “remit to:” in the payee field. For alternate handling of a check, pickup or alternate delivery address, an Alternate Check Delivery form must be completed and received in Disbursement Services before the scheduled payment due date on the voucher. The completed form and invoice/supporting documentation should be faxed to (352) 392-0081 or submitted to the Finance Hub Contact Form. This form will authorize Disbursements to distribute the check only to the person listed on the form. The authorization portion of the form does not need to be completed if the check is addressed to the person picking it up. A photo ID will be required to validate identification.

Banking Area, University Disbursement Services, PO Box 115350, with explanation why check is being cancelled.

Navigate to: Accounts Payable>Review Accounts Payable Info>Payments>Payment Key the check number in the reference field then Search. Click on the Payment. Reference ID link in the results.