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  • Welcome
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    • Advanced Purchase Program (APP)
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  • Training & Documentation
  • Training & Documentation

Smartdoc Guides

General

Types of Smartdocs

SmartDocs and When to use them

Smart Doc Toolbar User Guide

Smart Doc Toolbar Quick Reference

Smart Doc Toolbar Approver's Guide

Personalizing Pagelets

Finding Unapproved Documents

Workflow

Inserting an Ad Hoc Approver

Approval from an E-mail Link

Approving Using the Approval Inbox

Assign Proxy

Denied Voucher Comments

Enhanced Workflow

Voucher

Voucher Entry Instructions

Voucher No Smartkey Access

Original Receipts Retention Policy

Sample of Valid and Invalid Receipts

Vendor Lookup

Invoice Numbering Conventions

Copying a PO to a Regular Voucher

Voucher Handling Codes

Voucher Inquiry

Reconciling a PCard Voucher (PCard Voucher Tips)

PCard Process Doc #1 – Reviewing charges in purchasing

PCard Process Doc #2 – Submitting a PCard voucher in WFS

Journal

Journal Voucher

GL Journal Tip Sheet

Open Journal

Deposit Transmittal

Depost Transmittal Tip Sheet

Purchase Order

Creating a Purchase Order

Relating a PO to a PCard Transaction

Budget & Financial Planning

Budget Transfer Smartdoc Training

Inquiry

Overview and Common Features

SmartKey Summary Pages

Transaction Detail Inquiry Page Help

Personnel Earnings Detail Inquiry Page

Budget vs. Actual By SmartKey Report

Budget vs Actual Column Heading Definitions

Reoccurring Monthly Reports

Wesleyan university

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45 Wyllys Avenue
Middletown, CT 06459
860-685-2000

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