How To: Create Non-PO Payment Request – Single Payee
Before You Start
Non-PO Payments are used to pay for certain types of expenses that do not require a formal purchase order (PO), or for which negotiation by the Procurement department adds no value. You may use Non-PO Payment requests to make payments directly to human subjects, honoraria payments to speakers, royalty payments and payments to suppliers that do not require a purchase order, such as organizations for dues and subscriptions and conference registration.
Non-PO Payments can be requested for the following categories:
- Conference Registrations
- Dues and Subscriptions
- Employee Training
- Fees & Services
- Food & Catering
- House Dues
- Honoraria
- Human Subjects
- Postage (Meter Refills)
- Prizes and Awards
- Refunds
- Relocation
- Royalties
- Special Request
- Tuition Grant Program (TGP) and Stanford Tuition Reimbursement Program (STRP)
- Transportation
See Guidelines for Use of Non-PO Payment Categories.
Follow these steps to enter a new Non-PO Payment request for a single payee.
Note: The Expense Requests system allows for the entry of Non-PO Payment requests for multiple payees in one transaction as long as the payments share the same business purpose. See How To: Create Non-PO Payment Request – Multiple Payees.
Step 6 – Allocate to PTAEs on Allocations and Approvers Screen
PTAs for each line must be designated before expenditure types can be selected. Designate PTAs using any combination of these 3 options:
Manually Enter PTAEs
Apply My Allocations Preferences
Update / Split Allocations
Step 7 – Designate Approvers on Allocations and Approvers Screen
Designate approver(s) using any combination of these 3 options:
Apply My Approvers Preferences
Populate Default Approver(s)
Manually Add Approver(s) / FYI Recipient(s)
Step 8 – Attach Receipts / Backup Document
All Non-PO Payment requests must include supporting documentation. Save electronic files of required documentation on your computer.
Documents to be attached to the remittance email sent to the payee can also be uploaded. These documents are called Remittance Attachments
Upload Attachments Directly to a Line on the Review Page
Upload Attachments to the Transaction Using Attach/View Receipts
Fax Attachments
What's Next?
- The Non-PO Payment request will be routed to the requested approvers.
- Upon approval, a notification will be sent to you. The transaction will be paid after it has been approved, and Travel and Reimbursement Department verifies the supporting documentation.
- See all Expense Requests How Tos.