Shared Services Center

Cardhoder

• Read and understand University Policy 3.25, Procurement of Goods and Services and the "Procurement Card" section of the Cornell Procurement Services' Buying Manual
• Complete the PCard Purchase Documentation Submission form within 10-days of the original transaction. Include with the form:

• Review I Want Document requests, determine the appropriate payment method, and ensure all necessary supporting documentation is provided.
• Issue direct payments via disbursement voucher or SSC procurement card.
• Create purchase order requisitions and amend purchase orders.
• Review and approve e-SHOP orders greater than $1,500.
• Track and maintain open encumbrances.
• Review and execute specific contracts for one-time services below $25,000.

• Review Workday time
  • Analyze possible missing hours
    • Communicate continually with staff and supervisors
  • Audit meal breaks and hours worked for compliance
  • Monitor warnings/errors for compliance
  • Review and assist in leave time entries
• Send maximum accrual notifications
  • Partner with Human Resources for employee/supervisor training
  • Process the following:
    • On-demand/on-cycle payroll checks
    • Salary transfers

• Establish new accounts, cost share accounts, sub-accounts, sub-objects, etc. in the Kuali Financial System (KFS)
  • Apply and maintain delegations
• Inactivate general ledger (GL) accounts
• Activate/inactivate sub-accounts and sub-object codes
• Maintain Org attributes within KFS
• Process and approve account maintenance transactions

• Process capital asset acquisitions, transfers, and disposals
• Help coordinate the biannual physical capital inventory process and certify results
• Assist with the sale of equipment
• Approve the sale and disposal of assets

• Deposit cash and checks and record transactions in the general ledger.
• Process student and employee receivables (cash advances).
• Process inter-departmental and inter-unit transactions.
• NYS sales tax compliance and review in conjunction with the Division of Financial Services.
• Funds received via DFS Hosted Payment page is reconciled on a weekly basis.
  • Units using the Hosted Payment Page for revenue-generating activity will be charged the credit card fee (2%) associated with the revenue.

Non-Purchase Order Payments

• Set up new and maintain existing vendors for direct payment by disbursement voucher (DV).
• Process the following transaction types:
  • Travel
  • Procure-to-pay:
    • Direct payment for honoraria, prizes, awards, guest speakers, guest lecturers, benefits payments, rent, etc.
    • Miscellaneous out-of-pocket expense reimbursements.
    • Petty cash replenishments.
    • Process payments via SSC procurement card.

Responsibilities Between Us and Our Customers

SSC Responsibilities

• Be proactive in partnering with the department/unit; be responsive to all requests; and communicate regularly with key staff.
• Communicate training opportunities or provide training for previous or upcoming changes in SSC or institutional policies or procedures, as necessary or requested

Shared Services Center
Office of the University Controller
377 Pine Tree Rd
Ithaca, NY 14850

Phone: (607) 255-9359
Fax: (607) 255-8258
Email the Shared Services Center

Executive Director: Sherry Guernsey