Accounts Payable Training Sessions

Overview

In September of 2022, the Accounts Payable Team began a series of training sessions held over Zoom. These training sessions provide overviews of and insight into campus financial processes at UC Berkeley. So far, the training sessions have included travel, credit card processes, reimbursment, payment methods, and vendoring.

How to Attend

If you previously attended one of the sessions you will automatically receive a meeting invitation to the next one. If you have not received a meeting invitation and want to attend a training session, please contact Accounts Payable at disburse@berkeley.edu and request the meeting information.

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Next Training Session: Monday, April 7, 2025 at 10:00 am.

If time allows, there will be a question and answer opportunity for any Accounts Payable-related processes.

Agenda

TBD

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Past Training Sessions

  • Demystifying IRS Tax Reporting related to AP Payments
  • Transcepta and the BearBuy Supplier Portal
  • Outbound Payables 101: Accounts Payable Banking Processes
  • Reimbursement 101: A Comprehensive Overview of the Reimbursement System
  • Supplier Onboarding Process, visitor travel, Purchasing and Payment matrix
  • Supplier Onboarding and Purchasing and Payment Matrix
  • Travel and Credit Card Programs
  • Transcepta: the University of California electronic invoicing partner
  • Renting and Electric Vehicles (EVs) (for both business and personal use), including Teslas through ConnexUC and Hertz
  • Overview of the supplier Update process and a visual of the DocuSign PowerForms used to help with fraud mitigation
  • Upwork and how it can help departments looking for independent contractors or temporary staffing
  • Tips, tricks, secrets, and things you didn't know you could see in BearBuy and BFS
  • Travel program updates
  • Expansion of the Uber Vouchers program
  • New Supplier Requests
    • How to identify existing suppliers so that you can get the goods or services you need right away without having to go through the process of adding a new supplier
    • Why that is important to the individual and to the university

Request a Recording

If you would like to review the recording of a past training session, please email disburse@berkeley.edu to request it.