CU Marketplace Resources for Invoice/Match Exception Approvers [1]
The following information is supplemental to the CU Marketplace: Invoice/Match Exception Approver SkillSoft course and will be helpful as you approve invoices and resolve errors in the CU Marketplace.
PSC Website
The PSC website [2] contains information on policies, procedures, and instructions related to purchasing including:
- PSC Procedural Statement Sensitive Expenses
- PSC Procedural Statement After-the-Fact Purchases
Take the courses and request access
Several online courses are required for this role. For more information see Access & Training Requirements [3].
The courses are delivered online in Skillsoft. Log in to your campus portal and on the CU Resources Home tab, click the Skillsoft tile.
Launch the CU Marketplace - Invoice Approver course. [4]
When you’ve completed the required trainings, your department will request your access using the CU Identity Manager (OIM) [5]. You’ll receive an email notification when you have access.
In order to approve invoices, you must also have a fiscal role such as Fiscal Staff Approver, Fiscal Manager, or Fiscal Staff Principal on the SpeedType being charged.
Understanding your new Role
As a Invoice Approver, you determine whether SPO vouchers are okay to pay – no matter the dollar amount of the voucher. You’re able to:
- Approve SPO vouchers;
- Resolve match exceptions; and
- Search all documents in the CU Marketplace.
Refer to the Learning Resources
The CU Marketplace Training page [6] on the PSC website has step-by-step instructions to help you shop.
Updating Your Profile
When you receive your access, you should login and update your CU Marketplace profile. You can add frequently used SpeedTypes [7] and Ship To Locations [8] to make your shopping experience more convenient.
You’ll find many more guides on CU Marketplace Training page [6], including: