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Invoice and Payment Request Project
Invoice and Payment Request Project

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Slide1

Invoice and Payment Request Project

May 23, 2017Slide2

Agenda

Project Sponsors and Committees

Goals, Scope, and Benefits

Success Criteria

Process and eForms

TimelineSlide3

Project Sponsors

, Committees, Working Groups

Sponsors

: Mike Wagner, Tricia Spellman, Gail Goodness

Oversight Committee

:

Gail Goodness, Tricia Spellman, Tammy Moffatt, Joe Doucet, and Sam Cavallaro

Project Management Team

:

Business Processes

: Lisa Wallace, Laurie Noblet, Jeannette Crary, Debra Barton, Debra Clifford, Walter Kurgas, Nicole Richer-Maloney, Megan Tompkins, Sherrill Zani

ECM Team

: Chris Pankhurst, Kevin Perron, Gokil Pavithra Rajendran

Customer Advisory Committee

: 40+ Members of the CommunitySlide4

Goal

Efficient, user-friendly

and

secure:

Invoice scanning or email to OnBase

Payment Processing

Efficient, trackable payment workflow:

Submission

Approval

Entry

Metric Reporting

Records ManagementSlide5

Scope

Invoice submission into OnBase

Payment Request eForm

to replace:

BER for Students & Guests

Cash

Advances

MIPV

Request for Payment

Increased visibility into process

Continue to Eliminate Paper Processing

Increased Records AccessibilitySlide6

BenefitsSlide7

Success CriteriaSlide8

Invoices & Payment Request

Scan or email to

:

Invoice@Dartmouth.EDU

No eForm required for PO Invoices <$24,999

eForm needed for providing:

 

Approval 

Chart String

Additional

Information

What do you think of these names?

Invoice and Payment Request

Invoice

Payment Request eFormPayment Request eFormSlide9

Timeline

*An November Roll-out is the Goal. Potential for delays are possible due to other priorities, enhancements, or unforeseen interruptions. Slide10

Thank you

Questions?

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Invoice and Payment Request Project - Description


May 23 2017 Agenda Project Sponsors and Committees Goals Scope and Benefits Success Criteria Process and eForms Timeline Project Sponsors Committees Working Groups Sponsors Mike Wagner Tricia Spellman Gail Goodness ID: 599004 Download Presentation

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request payment eform invoice payment request invoice eform project sponsors email management goodness committee records onbase team amp tricia invoices increased debra

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