Matching an invoice to a purchase order (PO) is important for your budget in DASH. To prevent extra work later, make sure invoices are matched to the PO correctly when entered, as this is a multi-step process. To assist in this process, the UT System Accounts Payable Team created a short set of instructions. If you would rather see a video demonstration of the process, check out this helpful video. If the invoice is not matched to the PO correctly, please contact UT System Procurement Services for assistance in removing the encumbrance.
An important step in creating an invoice for sponsored projects is to include a Contract or LOC Number. Failure to do so could create extra invoices that will need to be deleted manually, which means extra time and effort for the person who entered the invoice. As a reminder to include that information, there is a new Oracle Guided Learning (OGL) acknowledgemen message that should appear when you submit your invoice in DASH.