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Invoices without Prior Approval

Payment Policies and Procedures

Invoices without Prior Approval

Effective Date: July 1, 2009

Board Approval: June 9, 2009

1. Purpose

To provide procedures for processing invoices that are received without prior approval.

2. Procedures for Invoices Without Prior Approval

2.1. Accounting Clerk Initial Steps

  • Receive invoice from vendor.

  • Determine that prior approval in the form of a purchase requisition/order, check request, or written agreement has not been received.

2.2. Accountant Review

The Accountant will review the invoice to determine compliance with policies and procedures, including:

  • Price quotes

  • State contract number

  • Appropriate accounting information

  • Completeness

  • Budget availability

  • Proper authorizing signatures

  • Compliance with contracts, grants, and other legal requirements

  • If not acceptable: Return to place of receipt with explanation.

  • If acceptable: Process for payment by completing necessary paperwork and authorizations.

2.3. Accounting Clerk Payment Processing

  • Enter information into the Accounts Payable system to generate a check.

  • Run check batches and mail checks once per week, or as needed.

  • File check stub in the vendor payment file with the invoice and/or other documentation attached.

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