View/Download Document Matrix in PDF format
Matrix
Reference the table below to determine what documents are needed for the P2P process you are working to complete.
| Transaction Type | Required Documentation – (Documents listed below must be provided in order to have the transaction processed.) | Optional Documentation – (Documents listed below are not required in order to have a transaction processed but often result in faster processing times) |
|---|---|---|
| Travel  Authorizations | – If combining personal travel with business travel then a price comparison is required. – Conference information (Links to registration) | – PDF of Conference information (agenda, timeline, etc) |
| Expense  Reports – Travel | – Copies of receipts for reimbursable items – Itemized receipt and payment receipt – Flight itinerary – Mileage Log | – Per diem calculator |
| Expense  Reports – Non – Travel | – Itemized receipts | |
| Expense  Reports – Meals & Refreshments w/ Candidates or Visitors | – Itemized receipts – Payment receipts – Event  Expense  Summary – Candidate/Visitor Itinerary | |
| Requisitions | – | – Supplier Quote(s) – Contracts/Agreements (Boise State contract template or Supplier contract and/or agreements, including supplier contact name, phone number, and email drafted by OGC) –  Procurement Policy Exemption Request Approval Documentation Procurement Policy Exemption Request form –  Excess,  Salvage,  or  Trade-In  Form – Terms and Conditions from Supplier – SARB approval if applicable |
| Corrections | – For Multiple Correcting Entry Request, the MultipleCorrections excel file | |
| Independent  Contractors -PreWork | – Independent Contractor Classification Request – Note: Invite the vendor to enroll through PaymentWorks once ICCR is submitted to speed up the process. | |
| Independent  Contractors – PostWork | – Supplier Invoice – Contract/Agreement | |
| P-Card | – Itemized Receipts – Travel Purchases: Provide a Travel Authorization or TA #, or other supporting documentation for non-employee travel. – Meals, Refreshments/Events: Include  Event  Expense Summary (and listed supporting documentation) | Supporting documentation required by your area (i.e. gift, event-related or other purchases requiring additional approvals) |
| Invoice Payment with Supplier Invoice | – Supplier Invoice | |
| Invoice Payment to reimburse a Non-Employee | – Non-employee Reimbursement Request form excel file saved in PDF format – Event Expense Summary – Mileage Log excel file – Reimbursable Receipts | – Event Flyer |
| Invoice Payment to a Non-employee student | – Non-employee Reimbursement form saved in PDF format – Event Expense Summary – Reimbursable Receipts – Mileage Log excel file – Participation Agreement | |
| Invoice Payment for a non-compensatory payment to a non-employee | – Event Flyer – Award Agreement/Flyer | |
| Purchase Order Payment Approvals | – Supplier Invoice | – Credit Memos |
| Internal Payments | – Internal Payment Template excel file |