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Business Office Guides

Business Office Guides

The Law School’s Business Office Guides contain information specific to processing expenses at our School and can also be found on our website. Guides, Forms, & Reminders

Topic

Guide

Law School Travel and Business Meal Guide

  • Air Travel, Train, Rental Cars

  • Lodging, including Employee Lodging in New Haven

  • Business Meals

  • Non-Reimburseable Expenses

 

Business Purpose Quick Guide

 

Expense Reports In-depth Preparation Guide

Additional training can be found here: Creating Expense Reports

 

Expense Report Checklist

Additional training can be found here: Internal Controls Approval Authority - Workday (myworkday.com)

 

Yale Amazon Purchasing Guide

 

Gifts Purchased Using University Funds

 

YLS Policy on non-curricular book purchases for events

 

YLS Retirement Celebration Guidelines

 

YLS Receipt and Documentation Retention Policy

 

Most Commonly Used Spend Categories

 

YLS Wire and ACH set up guides

  • Wire payments are for international suppliers only

  • ACH payments are for domestic suppliers only

 

Workday Mobile App

  • Mobile Expense Management - Create Expense

  • How to Upload a Receipt

  • Create, Add, Edit, or View an Expense Report

 

Create Requisition (Purchase Order)

  • Proper Workday roles for User

  • Proper SciQuest set up for Suppliers

  • How to Create a Services Requisition

    • step by step w/ images

 

Purchase Order Quick Reference Guide

 

Quarterly Financial Attestation

 

 

 

 

 

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