Procedure Updates

Please take time to review these training materials:

• password management
• Advantage Financials Access Request Form
• Converting Excel Text to Numbers
• Making Payments at Year End
• Encumbrance Report Instructions – Revised
• Year end CR posting
• eWake 100 Basic Navigation
  Pgs. 35-37 removed. Personalize Home Page functionality removed.
  
  
• eWake 100 Basic Navigation Page Codes
• eWake 101 Chart of Accounts
• eWake 200 infoAdvantage Basic Navigation
• eWake 201 Departmental Budget Management
  *Pages 12 and 15 updated to include - NOTE: These fields will NOT auto populate...
  
  
• eWake 201.1 Departmental Budget Inquiries
• eWake 203: Disbursement – Procurement Payments
• eWake 204: Disbursement – All Other Payments
• eWake 206 Procurement Card Administration
• eWake 208 Grant Accounting
• eWake 209 – Procurement of Goods
  • eWake 300 Purchase Order Receiving Processing
• eWake 212 RQCT Training
  • eWake RQCT Supplement
• eWake 215 Automated Document Submission
• eWake 216 Cash Receipts
• eWake 217 Document Approval and Workflow
• eWake 218 Miscellaneous Document Processing
  *Page 37 changes made to the process for GMR documents to include some required information in the Invoice # field.
  *Page 3 modified to include clarification for instructions concerning GMR document workflow.
  *Added 8 & 9 to Summary Steps on page 5
  *Added screen shot for 8 & 9 on page 7
  
  
• eWake 219 Requisition Processing – Blanket Purchase Order
• eWake 220 Payment Processing – Blanket Purchase Order

Procurement Cards

Please review this information on Wake County procurement cards (P-cards):

• Procurement Cards Policies and Procedures
• Employee Agreement Form
• P-Card Maintenance Form
• P-Card Request Form

Vendor Maintenance

Please review these materials for working with vendors:

• Department Vendor Instructions
• Information & Instructions for Vendor Enrollment Form
• Vendor Enrollment Form
• ACH/Electronic Funds Transfer Authorization
• ACH Instructions
• Form W-9: Request for Taxpayer Identification Number and Certification
• Form W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
• Form W-8ECI: Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
• Form W-8EXP: Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding
• Form W-8IMY: Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding