2019 UNC SYSTEM FINANCE CONFERENCE

UNC-Charlotte’s Direct Pay Request was a paper process that we've transformed to an Electronic Check Request (eCR) process in Jaggaer (49er Mart). We transformed from the interoffice paper Direct Pay Process to a streamlined electronic form and workflow. We gained the following benefits:
• There is no purchase order or encumbrance created in Banner (Non-PO integration).
• Supplier is selectable, populating data compared to the manual paper form.
• COA data is selectable, compared to the manual paper form.
• Forms / Requisitions can be copied.
• No receiving is required.
• Single Data Entry
• Electronic, Visible Approval Workflow
• Shorter Cycle Time
• Form Process and Workflow Design
• Once the final workflow approval step is completed, the payment is automatically processed
• AP (Accounts Payable) is added on the Requisition Approval steps for the eCRs
• AP reviews the attached invoice to compare/verify the data standards, such as supplier invoice number, and amounts.
Determine if this approach can work for your university.