Uploading Documentation

Security Roles

There are certain myUFL security roles needed to enter or view a voucher .  Contact your Department Security Administrator (DSA) to acquire a role.

1. UF_N_VOUCHER_IMAGING_VIEW is needed by Imaging Department personnel to view vouchers
   • Contact your DSA or click on “Documents” on the voucher in the myUFL Accounts Payable module
2.  UF_N_MKT_FINANCIAL_APPROVER or UF_N_MKT_REQUESTOR is needed by department personnel
3. UF_N_VOUCHER_IMAGING_VIEW and UF_FI_UNIVERSAL_INQUIRY is needed by personnel to view images but not input vouchers
   • Contact your DSA and fill out the Contact Form with the appropriate UFID of the employee you are requesting security for and that the users’ preferences be set to allow for viewing images

Submit Supporting Documentation through myUFMarketplace

Additional documentation can be added to an invoice by utilizing the Attachment feature in the myUFMarketplace.

Upload Supporting Documentation to a myUFL Voucher

To upload as an attachment, navigate to the voucher in myUFL.

1. Accounts Payable > Vouchers > Add/Update > Regular Entry. Click the “Find an Existing Value” tab and enter the voucher number
2. Click on the “Invoice Information” tab then click on the “Attachment” link
   
3. The following window will open.  Click “Add Attachment”
   
4. Browse for the needed file to attach
   

Upload Supporting Documentation for PCard Transactions

Supporting documentation should be uploaded to the PCard module during the approval process.

1. PCard vouchers are created from approved PCard charges to repay the bank
2. Here is an instruction guide to attach images to PCard transactions.  For more information, please contact pcard@ufl.edu

Upload Supporting Documentation for Travel Expense Reports

Supporting documentation for travel expense reports must be uploaded for the UF Travel Office to audit.  Documentation must be attached either by:

1. myUFL attachment link in the Expense Report
2. Clicking on the “Documents” button after submitting for approval, which will open OnBase

Viewing Documentation

Security Roles

There are certain myUFL security roles needed to enter or view a voucher.  Contact your Department Security Administrator (DSA) to acquire a role.

1. UF_N_VOUCHER_IMAGING_VIEW is needed by Imaging Department personnel to view vouchers
   • Contact your DSA or click on “Documents” on the voucher in the myUFL Accounts Payable module
2. UF_N_MKT_FINANCIAL_APPROVER or UF_N_MKT_REQUESTOR is needed by department personnel
3. UF_N_VOUCHER_IMAGING_VIEW and UF_FI_UNIVERSAL_INQUIRY is needed by personnel to view images but not input vouchers

Viewing Supporting Documentation

All vouchers will available for viewing in myUFL via the “OnBase Document” button located in the voucher.

myUFMarketplace

In the UF Marketplace, use the Search feature to select the criteria needed to identify the required invoice population.

Definitions

Department Security Administrator (DSA)

This is the position designated to coordinate access requests to University’s systems at the Dept ID level.

Voucher

A voucher is an online request for payment that holds PO/invoice information and creates a payment schedule.

Resources

PCard Instruction Guide

Toolkits

UF HR Toolkit – myUFMarketplace

Contacts

Contact Form

Disbursements: (352) 392-1241

PCard: (352) 392-1331

Uploading Directive Statement  Viewing Directive Statement