Skip to main content
Wesleyan University
left shield right shield
  • About
  • Admission & Aid
  • Academics
  • Life @ Wesleyan
  • Visit
  • News & Events
  • Athletics
  • Giving
  • Alumni
  • Parents
  • Directory
    • WesPortal
    • Library
    • OneStop
    • Calendar
    • WesMaps

Finance

$sharedAlttext
  • Welcome
  • Contact List
  • Payment Processing
    • New Supplier Setup
    • Processing Procedures
    • Payments to Individuals Policy
    • Payment to Students Policy
    • Athletes and Entertainers Policy
    • Single Use Accounts (SUA)
    • Forms
    • Payment Process
    • Tips and FAQ
  • International Compensation and Taxation
    • Contact Us
    • Students and Scholars
    • Employees
    • Visitors
    • Non-US Individual/Entity Payment Checklist
    • COVID-19 Stimulus Checks
    • Compliance
    • Paying and Employing
    • Payee Guidelines
    • Sprintax Filing Software
    • W-8 Forms
    • FAQ
  • Purchasing Card
    • Policy
    • Mastercard Benefits Guide
    • Training Documents
    • Training Documents
  • Purchasing & Procurement
    • Guidelines
    • Code of Ethics
    • Preferred Supplier List
    • Contract Suppliers
    • Approved Supplier List
    • Employee Discounts
    • FAQ
  • Budget & Financial Planning
    • Policies and Procedures
    • Vacancy Savings Policy
    • Request forms
    • Frequently Asked Questions
  • Grants & Restricted Accounts
    • Budget Preparation Guide
    • How to Manage External Grants
    • Roles & Responsibilities
    • Policy on Unallowable Costs
    • Unallowable Cost Table
    • Policy for Cost Sharing on Sponsored Projects
    • Policy for Determination of Cost Rates
    • Policy on Ploughback Funds
    • Policy for Federal Property Management
    • Debarment and Suspension Certification Policy
    • Debarred and Suspended Parties Policy
    • How to Search to see if a Vendor is Debarred or Suspended
    • Subrecipient Monitoring Policy
    • Policy on Reinvestment of Endowment Income
    • Policy on Recording Pledges
    • Ledger Account Structure
    • Frequently Asked Questions
    • Federal Purchasing Policy
    • Sole Source Justification Form
    • Federal Purchasing Policy FAQ
  • Wesleyan Financial System
    • Smartdoc Guides
    • Help E-Mail Addresses
  • Housing & Relocation
    • Employee Mortgage Program
    • Advanced Purchase Program (APP)
  • Annual Reports
    • Advanced Purchase Program (APP)
    • Advanced Purchase Program (APP)
  • Forms
  • Policies
  • 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

Contact Us

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

Resources

  • Employment
  • Offices and Services
  • Keep Wes Safe

Maps & Directions

Maps and Directions

Connect with Us

  • Facebook
  • Twitter
  • Instagram
  • LinkedIn
  • YouTube


  • WeChat
  • Contact Us
  • Copyright
  • Privacy
  • Accessibility at Wesleyan
  • © 2022 Wesleyan University
Back to top
Browser Not Supported

You are using a unsupported browser. It may not display all features of this and other websites.

Please upgrade your browser.