Business Management Resources

A variety of resource, reference and best practice documents that business management staff across campus may find useful. Do you have ideas for resources that can be placed here? Please submit ideas to Kelly Cunningham through the link below.

Business Management Training Core

A variety of resources, reference documents and best practices processes that business management staff across campus may find useful.

Instructions and a link to download the file can be found through the “Learn More” button below.

Training Core
Student Reimbursements

Do you need to reimburse expenses that have been incurred on the personal funds of an undergraduate or graduate student? Identifying the correct reimbursement process can be tricky. Expenses incurred by a student in support of their academic program need to be reported to Financial Aid. Other expenses may have tax implications. Identify the correct reimbursement process using a decision tool and other resources found in the link below.

Reimbursement Decision
Resources
Travel Expense Management Tools

Stewarding university resources through the effective and efficient processing of travel expenses is a key Business Management expectation. The Fiscal Approver Aging Report and Tcard Dashboard are tools that can asisst in this process.

Travel Tools

Resource Links

While created specifically for travel reimbursement reviews, travel reimbursement guidelines developed by the Travel Office can be applied to many reimbursement situations frequently routed to Fiscal Approvers. Fiscal Approvers can look to this document for assistance when assessing the appropriateness of documentation provided to support an expenditure.

Do you need to find the fiscal approver for a unit? The SAP Financial T-code ZFI_WF_APPROVERS will generate a list of individuals, by unit, with fiscal authority. If you don’t have access to this t-code, please contact your supervisor for assistance. Click below to download the instructions.

T-Code Instructions

A variety of personal payments are made in the completion of Purdue business and can include Consultant pay, Moving Payments, Living Allowances, Prizes/Awards and Scholarships. The types of supporting documentation as well as payment methods can vary based on the type of payment. The business purpose, typical payees, required documentation and other guidance for each type of personal payment can be found in the Personal Payments guide maintained by Human Resources.