Business Office Process Terminology

  • AP - Accounts Payable
  • Applications (see below)
  • AR - Accounts receivable
  • Blanket (Purchase Order - see Purchase Orders)
  • Budget Check - ERP Validation, SHU eBuy
  • Budget Inquiry
  • Budget Process / Budget Loading
  • BURSAR - Student Accounts (see website)
  • Colleague Forms - see wiki for commonly used Business Office collegue processes / forms
  • Dates  & other SHU eBuy Triggers
    • Accounting Date
      • ​Blanket Order Form
      • Requisition (General Tab) will override Blanket Order date
      • Voucher
    • Back dating​  / Forward dating​
      ​Default Date​
    • ENCI Date 
    • Expiration Date
    • Next Fiscal Year box
    • Status Date
    • System Date
  • eMarket (Cashnet / Transact 3rd party system)
  • Encumbrances
  • Expense Reimbursements
  • ​Fiscal Year (Current, Future, Prior)
    • Close Fiscal Year
    • Open Fiscal Year
  • Forms for employees - see Business Office intranet site for a complete list of all forms
  • FRX - Datamart for Synoptix (FRXR, FRXE, ESOB processes are related
  • General Ledger (GL)
    • GL Accounts (unrestricted, restricted)
      • ___
      • Fund
      • Object
      • Pooled funds
    • GLIM - GL Upload​
    • Subledgers (AR, AP)​​
  • Invoices 
    • received from vendor; often sent to department
    • in Jaggaer this referenced as a voucher 
  • Negative Encumbrances
  • Orders
  • Payments
  • PGLT (IGLP, CGLP) - transaction posting to General Ledger
  • Punch-out
  • Purchase Requistions
    • BPO (Blanket Purchase Order) - multiple vouchers
    • PO (Purchase Order) - one time purchase
  • Rules
    • Omit Rules
  • ​Vouchers
  • Workflow
    • ​Travel & Expense Approvals 
    • Purchasing Approvals
    • Travel Advance approvals

Applications

  • Bankmobile (HigherOne) - Student Refunds processor
  • Colleague Financials, Student Accounts AR (Colleague Student module)
  • Concur Expense  - SHU's Expense reimbursement system for employee travel and expense reimbursement requests. ​
  • ECSI - Student Accounts 1098T processor
  • Flywire - international payment processor for applicant fees/deposits and international tuition/fees payments
  • FormFusion (evisions) - facilitates printing checks
  • LeaseQuery - lease management
  • MRI Software - Real Asset Managerment
  • Quickbooks - Luxembourg, Great River
  • SHU eBuy - SHU's purchase to pay system for all purchases to a vendor
  • Synoptix - Finance reporting tool, from integrated datamart (compusoft database)
  • Transact (Cashnet, previously HigherOne)
  • WorldHub (tbd)  - integrates with concursolutions.com as a service for staff (and some student) travel booking
  • efile360 - AP 1099 processor
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