SEAS Job Aids
Explore the following curated resources designed to offer SEAS-specific guidance for our financial processes. Should you have any inquiries regarding the resources below, feel free to contact us at procurementhelp@seas.harvard.edu.
Buy-to-Pay (B2P)
B2P Catalog_Non-Catalog Approval Workflow
This document is meant to be a companion to the Harvard ROPPA Policy, outlining shared expectations at all Approval Levels for Catalog and Non-Catalog Purchase Orders.
B2P Catalog_Non-Catalog Checklist
This checklist provides guidance for Shoppers, Requestors and Approvers when preparing or approving Catalog and Non-Catalog Purchase Orders.
B2P Catalog and Non-Catalog Orders: A Guide for Lab Shoppers
This document provides guidance on how a Shopper should prepare a cart for Catalog and Non-Catalog Purchase Orders.
Business Purpose
SEAS Business Purpose Guidance
Overview of business purpose, sponsored expenditure guidelines, and common examples.
Business Purpose Tool and Guidance
Tool to help build standardized, consistent, and agreed upon business purpose language.
Non-Employee Reimbursement
NER Expense Workbook (Excel)
Tool that enables travelers and preparers to detail and organize all required information in one form; in advance of entering the requests into Buy2Pay.
SEAS NER Guidance for Preparers
Provides guidance on how to track and organize expense and receipt documentation, translate documentation into the NER excel tool and NER form, and complete requisition steps within the Buy2Pay system.
SEAS NER Overview Session Slide Deck
Slide deck that was presented during NER Overview Training Session on March 7, 2024.
SEAS NER Scenario 1 - Simple Reimbursement
Supporting documentation for sample reimbursement presented during NER Overview Training Session on March 7, 2024.
SEAS NER Scenario 2 - Complex International Reimbursement
Supporting documentation for sample reimbursement presented during NER Overview Training Session on March 7, 2024.
Travel
SEAS Traveler Reimbursements Guidance
Supplemental documentation to Harvard University Business and Travel policies that provides SEAS-specific guidance for business travel and reimbursements.
SEAS Airfare Comparison Guidance
If travelers are combining business and personal travel on the same trip or upgrading airfare on sponsored funds or doing anything outside the standard process, the traveler would need to obtain within one business day a flight comparison to show what the cost would have been had the traveler not extended their trip or upgraded their airfare. Travelers should follow this guidance to ensure they have proper documentation for reimbursement.