ALL THINGS MOney

                     GIANCARLOS RODRIGUEZ  |  SBA Treasurer  |  RODRIGUEZ.G@law.wlu.edu          


HOW TO CHECK YOUR ORGANIZATION'S ACCOUNTS...

  1. Go to WLU WebAdvisor and log in
  2. Select “Faculty”
  3. Select “My Accounts” (it will likely prompt you to log in again)

You should see two accounts. The account name with “SBA - ” in front of it, is your SBA account. The account with just your organization's name is your EC account. You can use the + button to expand the account and view specific transactions.

Remember! EC funding is restricted. The restrictions can be found in Article IX of the EC Recognition and Budget Policy. The main thing to remember is that EC funds cannot be used for t-shirts, alcohol, or travel. SBA funding is much less limited.


FOR TRAVEL EXPENSE REIMBURSEMENT...

TRAVEL EXPENSE VOUCHER & tips on HOW TO FILL IT OUT


FOR DISBURSEMENTS AND REIMBURSEMENTS ...

Disbursement/REIMBURSEMENT FORM  &  tips on how to fill it out & BUSINESS OFFICE TIPS

Fill out the portions that are highlighted in yellow in the example form below

Be sure to include the name, ID, mailing address, account information (list of object codes), description, and pickup information. The SBA Treasurer will fill in information at the bottom of the form, sign it, and submit it to the business office.

FOR REIMBURSEMENTS

Email the completed disbursement/reimbursement form to the SBA Treasurer PLUS a scanned and itemized receipt.

You only need to complete certain portions of the form. Please refer to the example below for guidance—the yellow highlights indicate the portions of the form that must be completed by you.

  • If you are given two receipts, one itemized and one with only a total, please provide both to Lauren
  • The receipt must reflect total amount (for example, if the purchase was pizza and the tip is not shown on the receipt, please make a note on receipt of the tip amount and in description section on the form)
  • If you are signed up for direct deposit, the funds will be deposited into your account (directions on how to sign up for direct deposit)
  • If you are not signed up for direct deposit, the reimbursement check will be mailed to you or available for pick up from the business office

FOR disbursements (CHECK REQUESTS)

Email the  disbursement/reimbursement form  to the SBA Treasurer PLUS an invoice (some contracts serve as invoices and vice versa)

You only need to complete certain portions of the form. Please refer to the example below for guidance—the yellow highlights indicate the portions of the form that must be completed by you.

  • Check requests need to be emailed to the treasurer at least two weeks prior to your event
  • Be mindful of the business office schedule - checks are only cut on Tuesdays and Fridays at noon
  • Students should never personally pay a vendor - vendors should always be paid with a school check

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