MyUF Payment Solutions
This presentation is the property of its rightful owner.
Sponsored Links
1 / 54

myUF Payment Solutions PowerPoint PPT Presentation

  • Uploaded on
  • Presentation posted in: General

myUF Payment Solutions. In partnership with UF Disbursement Services. Presentation. Today we will introduce: An overview of the new system and how it connects to myUFL How to view electronic invoices How to complete an invoice How to process a check request for unencumbered payments

Download Presentation

myUF Payment Solutions

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript

Myuf payment solutions

myUF Payment Solutions

In partnership with UF Disbursement Services



  • Today we will introduce:

    • An overview of the new system and how it connects to myUFL

    • How to view electronic invoices

    • How to complete an invoice

    • How to process a check request for unencumbered payments

    • Approval workflow and export to myUFL for voucher build and payment

Security roles

Security Roles

  • Two security roles for myUF Payment Solutions:

Security roles1

Security Roles

  • Two security roles for myUFL:



Paper invoices now electronic

Paper Invoices Now Electronic


  • Piles of invoices

  • Filing

  • Manual delivery

  • Possible lost paper


  • Find instantly

  • Route electronically

  • View with voucher

1 invoices to myuf payments

1. Invoices to myUF Payments

Step 1

  • Vendors upload invoices to myUF Payments



2 straight through processing

2. Straight Through Processing

Step 2

  • myUFPaymentSolutions matches invoices to myUFL

    purchase orders

  • Perfect matches = Straight-Through-Processing

    for payment

Purchase Order


3 invoices route to departments

3. Invoices Route to Departments

Step 3

  • Partially matched invoices route to department

    approvers for adjustments and approval

  • Approvers view invoices in myUFPaymentSolutions

Dept Approver

Purchase Order


4 approvers may route to reviewers

4. Approvers May Route to Reviewers

Step 4

  • Approvers may route invoices to any reviewer to

    confirm goods/services/assets received

  • Reviewers route back to approvers for approval



5 approvers process invoices

5. Approvers Process Invoices

Step 5

  • Approvers process and approve invoices

  • Secondary Approver Workflow (more later)






6 invoices export to myufl

6. Invoices Export to myUFL

Step 6

  • Workflow-approved invoices export to myUFL for

    voucher-build and payment, per vendor payment terms




Uf disbursements

UF Disbursements

  • UF Disbursements configures the system

  • Contact us if

    • An employee leaves your department or if you need to add an employee to use myUF Payments

  • [email protected]

  • 352 392-1241


Let s take a look

Let’s take a look!

Main page

Main Page

Main Menu Bar

Main menu

Main Menu

Search for Invoices

Create Unencumbered Payments and Foundation Transfers

New Invoices Folder




Filters to View All


Search page

Search Page

Save Search Reports

Use Search Filters

Check request page

Check Request Page



New or One-Time Vendor

Action Buttons



Using the inbox

Using the inbox




Filters to View All

Using filters

Using Filters

To view ALL invoices in each folder, increase number of rows.

Click Apply Filters or Save as Default for next time.




Inbox folders

Inbox Folders

New Invoices contains new invoices awaiting your review.

Pended contains invoices you have chosen to work on later.

CC’d contains invoices copied to you for your reference only.

Unassigned folder contains invoices routed to a group.

Processing an invoice

processing an invoice

Selecting an invoice

Selecting an Invoice

Click the Work button in the Inbox folder to open an invoice .

Examining an invoice

Examining an Invoice

Invoice Header

Imaged Invoice

Action Buttons

PO matching information



Annotating an invoice

Annotating an Invoice

View in New Window

Click bars to display tools.

Click to add a stamp.

Click to Save annotations.

Click to add a sticky note.

Routing an invoice

Routing an Invoice

Click Route button.

Routing an invoice1

Routing an Invoice

Use dropdowns to select person to receive this invoice. It will arrive in their Inbox.

Checking the header

Checking the Header

Check that the Invoice Header information matches the invoice.

Checking the header1

Checking the Header

COR360 Voucher Number becomes Voucher ID in myUFL with a leading “P.”

When invoice is complete, Remaining amount should be 0.00.

Check Asset Purchase box to display Asset Receiving fields.

Receiving an asset

Receiving an Asset

Enter all asset information here. Assets will no longer be received in myUFL.

Line items tab to view po

Line Items Tab to View PO

Click the Line Items tab to view PO information.

Line items tab to view po1

Line Items Tab to View PO

Scroll down to view Unmatched Lines.

View the PO lines matched to this invoice.

These are the unmatched remaining lines on the PO.

Allocations for chartfields

Allocations for ChartFields

Click the Allocations tab to check the ChartField.

Allocations for chartfields1

Allocations for ChartFields

ChartFields are populated per the matching PO lines. Scroll to the right to view all.

GL Allocation Speadsheets

Allocations for chartfields2

Allocations for ChartFields

When finished, click the Save icon to combo edit check.

Incomplete ChartField information will turn incorrect field red.

Submitting invoice

Submitting Invoice

Click the green Approve button to submit to workflow.

Approval workflow

Approval workflow

Foundation fund administrator

Foundation Fund Administrator

  • When an invoice with an “F” Source of Funds is submitted,

    • It enters approval workflow

    • The department approver routes it to the Department Fund Administrator for final approval

    • Eliminates the need for the UFF-PA form

Secondary approval

Secondary Approval

  • When are invoices routed to Secondary Approval?

Workflow states

Workflow States

You may check workflow state on Search page.

Where is my invoice?


Secondary Approver

AP Complete




Construction, Foundation Concession Assets

Department Fund Administrator

Exported to myUFL for payment

Workflow state

Workflow State

AP Exception examples

  • Invoices where the Vendor did not match the purchase order

  • Invoices where the deptID for routing purposes could not be found

AP Exception

UF Disbursements is working on it.

Checking invoice detail

Checking Invoice Detail

Workflow and detailed information can be accessed for every invoice.

Check requests

Check requests

Check request page1

Check Request Page

New or One-Time Vendor



Special Payment Handling

Searching for vendor

Searching for Vendor

Vendor Search

New or one time vendor

New or One-Time Vendor

Complete all fields for a new or one-time vendor.

Chartfield allocations

ChartField Allocations

Click green Plus button to begin.

Use dropdowns to enter ChartFields. Use typeahead to search.

Transfer funds from uff to uf

Transfer funds from UFF to UF

Action buttons

Action Buttons

Workflow status and history

Workflow Status and History

The Search feature provides Workflow Status and History.

Online training

Online Training

  • Online training is available:

    • For UF_AP_Reviewer, take PST967 myUF Payments for Reviewers

    • For UF_AP_Approver, take PST970 myUF Payments for ApproversNOTE: This security role also grants access needed to create expense general ledger journal entries. Therefore completion of PST956 Online Journal Entry is also required for this role.

  • Login