Requesting Accounts Receivable Services

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Requesting Accounts Receivable Services: Flowchart

Scope

This procedure covers requesting services through the Accounts Receivable department.

System References

None.

Policy

Responsibility

The AR Viewer is responsible for contacting Accounts Receivable to determine authorization for requesting Accounts Receivable services. This needs to be completed only one time.

Distribution

AR Viewer^*

Ownership

The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Activity Preface

This activity is performed whenever Accounts Receivable services are required.

AR Viewer

1. Begin process.

If you have contacted Accounts Receivable to request authorization, goto task #3. Otherwise, goto task #2.

2. Contact Accounts Receivable via phone or email.

This needs to be completed only one time.

Accounts Receivable will determine if you qualify for receiving Accounts Receivable services.

If you qualify, goto task #3. Otherwise, end of activity.

3. Navigate to the U.Va. forms directory.

Refer to the University of Virginia Forms Directory.

4. Follow the directions provided to locate the desired form.

Integrated System forms for Accounts Receivable include:

Customer Setup and Update Request Form
Transaction Request Form

5. Open and complete the form.

The forms are Microsoft Excel spreadsheets.

Complete the appropriate sections.

6. Save the form.

7. Forward the form as an email attachment.

Send the form to: accountsreceivable@virginia.edu.

End of activity.

Effective: 08/13/04

Revision: 2

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