Invoices & Reimbursements

Topics at a Glance

Overview

Here you will find information on paying suppliers for merchandise and services, as well as reimbursing internal and external individuals for Wake Forest University business related expenses.

If a supplier submits an invoice that is not for a Workday Purchase Order, please complete the Create Supplier Invoice Request to submit for payment.  If the invoice is for a purchase order please send directly to Accounts Payable without any further processing by the Departments.

Please note that all new suppliers must have a completed W-9 (a W-8BEN and possibly Foreign National Information form is needed for foreign payees) attached to the Create Supplier Request task in Workday.

For more information on submitting supplier invoices and reimbursements, please refer to the FAQ and Tools sections below. The necessary forms can be found under the Forms.

FAQ

Accounts Payable

Quick GuideDescription
Requesting Advance Travel FundsThis Quick Guide is designed to assist the campus community with completing an advance request and the process for documenting the advance once an employee uses the funds for the intended purpose.
Business Expense Receipts: Required DocumentationThis Quick Guide is designed to assist our campus community with the receipt requirements related to business expenses.
Business PurposeThis Quick Guide is designed to assist our campus community with writing a complete business purpose.
International Travel RegulationsThis Quick Guide is for the International Travel Decision Process.
Lost or Missing ReceiptsThis Quick Guide summarizes the available options when you are missing a receipt for reimbursement or the Pcard statement.
Meals Quick GuideThis Quick Guide is designed to assist our campus community with the documentation requirements relating to meals.
Prompt Payment ChecklistThis Quick Guide is designed to assist our campus community with the reduction of follow-up and potentially expedite the payment process.
Submitting Expense ReimbursementsThis Quick Guide is meant to assist University faculty, staff and students when completing expense reimbursements.
Travel Receipts: Required InformationThis Quick Guide is designed to assist our campus community with the requirements for receipts that is required for invoices, reimbursement requests and Pcard statements that relate to travel.
Traveling Domestically: What You Need to KnowThis Quick Guide is meant to assist University faculty, staff and students when traveling domestically.
Traveling Internationally: What You Need to KnowThis Quick Guide is meant to assist University faculty, staff and students when traveling on University business internationally.

Tools

Forms

General Forms

International Travel Authorization Form

Individuals and groups traveling abroad and using WFU funds are required to complete International Travel Information Forms available from the Center for International Studies website.

IRS Tax Forms

Policies

Invoices & Reimbursements