New PO Invoice Portal Opens July 21
Accounts Payable (AP) has listened to your feedback about wanting greater efficiency and visibility into invoice processing and is happy to announce that effective Monday, July 21, a new Purchase Order (PO) invoice portal and dashboard will be implemented to streamline and enhance the submission process for 麻豆村 users. The new portal will offer benefits such as direct invoice upload, email confirmations, and real-time invoice status visibility. At this time, the new portal is for campus users only; there are no changes to the existing vendor invoice submission process. Below are further details on the portal’s benefits training for campus users, and the existing vendor submission process.
Key Benefits of the New Portal
- Direct invoice upload to the portal for all campus users (link to be provided at go-live) will reduce common causes of processing delays for invoices submitted through the portal (e.g., invalid PO status, multiple attachments)
- Email confirmation containing a copy of the invoice for record keeping
- Real-time invoice status updates on the portal dashboard
Process Changes and Important Deadlines
Following the portal go-live on July 21, a grace period will be in place through August 31, during which time AP will continue processing invoices submitted by 麻豆村 users to ap-cmu-poinv@andrew.cmu.edu to allow time for training and acclimation. All 麻豆村 users must submit invoices through the portal starting Sept. 1.
Training Sessions and Resources
Training sessions will be offered via Zoom to familiarize users with the portal. Attending one of the available training sessions is highly recommended. These identical sessions are available for registration in will be held on the following dates:
- Monday, July 21 from 1:30 – 3:00 p.m.
- Wednesday, July 23 from 1:30 – 3:00 p.m.
- Tuesday, July 29 from 9:30 – 11:00 a.m.
A Zoom link will be provided upon registration. A user guide and office hours will also be available upon go live.
Vendor Submission Process
No changes will be made to the vendor submission process at this time. Vendors will continue to email invoices to ap-cmu-poinv@andrew.cmu.edu; however, invoices submitted through email will not be visible in the portal dashboard. Please continue to coordinate closely with your vendors on your PO invoices.
AP appreciates your collaboration and looks forward to working with you to continue to improve the university’s AP processes.
For questions, please contact Chrissy Moffatt, Director, Taxation and Accounts Payable (moffattc@andrew.cmu.edu) or Aaron Bertram, Senior Manager, Accounts Payable (abertram@andrew.cmu.edu).