Purchase Voucher Guidelines

  • The Worker Classification Checklist is required for all Accounts Payable payments for individual services. If a department is contracting with a business entity (i.e., a corporation or partnership), they do not need to complete the form. However, sole proprietorships require the form. If independent contractor status, attach the form (and/or Human Resources email) with the other documentation provided for processing purchase orders (for the contract) and vouchers (for payment). 
  • When purchasing goods or services for amounts over $5,000, a purchase order is required. Items for $5,000 or less can be paid with a purchase voucher or procurement card (p-card). Please check with your College/Division Business Administrator for approval before proceeding with a purchase.
  • Purchases over $500 must include verification that the tax status of a vendor was checked, either by including documentation or adding to the voucher comments, that tax status has been verified. 
  • Memberships, subscriptions and registration fees are processed regardless of the dollar amount.
  • Any computer related item or equipment must be approved prior to making a purchase (Please see the P-Card Program Cardholder User Guide for exceptions to this requirement. The Guide can be accessed on the Procurement Card web page.)
  • State sales tax is not reimbursable. Prior to making a purchase, please obtain a tax exempt certificate from UHCLProcurement@uhcl.edu.
  • All business meal or entertainment reimbursements must have itemized receipts. Tips are limited to 20%.  Any tips exceeding 20% are not reimbursable.  A list of attendees is required for groups of 10 or less and the name of the group/organization is required for groups of more than 10.
  • Alcohol must have prior written approval from the appropriate Vice President or President.
  • Reimbursement is limited to payments made by cash, personal debit or credit cards or personal checks. Gift cards or store credit cannot be reimbursed.
  • Gift card request forms must be signed prior to purchasing a gift card.
  • Awards, plaques, trophies must list names of recipients.
  • Comments portion of voucher needs to include Who, What, When, Where, Why and the benefit to UHCL or business purpose. Membership and subscriptions payments must include beginning and ending dates.
  • Prompt pay law:  Invoices received by departments must be date stamped upon arrival. This is related to the prompt pay law and is important in determining when interest should be accrued for late payments.
  • Mount all receipts or other attachments with tape onto an 8 ½" x 11" paper, carefully taping all sides without taping over printed information. For multiple receipts, please attach calculator tape to assist with auditing of the voucher.
  • All reimbursements require original receipts or other proof of payment (cancelled check, credit card or bank statement). Be sure to black out any sensitive information since sensitive information cannot be uploaded into PeopleSoft.
  • Please allow 10 business days before calling Accounts Payable to follow up on a payment. 
  • All reimbursements must be submitted within 60 days or the reimbursement will be taxable to the employee. If the reimbursement is over 60 days, please have the employee fill out an Exhibit B form.
  • In compliance with Texas Administrative Code Title 34, Part 1, Chapter 3, Subchapter O, Rule 3.322 (Exempt Organizations), the following rules apply:
    • We cannot claim sales tax exemption for travel meals.
    • We cannot claim sales tax exemption for business meals when the employee makes payment using cash or a personal payment card.
    • The sales tax exemption can be claimed for business meals where the employee pays using a University P-Card or if the University pays directly to the restaurant.
  • When an invoice is more than 60 days old, PeopleSoft will flag users with a message to include a justification statement. This justification will need to be added to the voucher comments or approval page comments.


  • Accounts Payable

    Phone: 281-283-2130
    Fax: 281-283-2156

    North Office Annex II (NOA II)
    2700 Bay Area Blvd, Box 105
    Houston, TX 77058-1002

    Office Hours:
    Monday - Friday, 8 a.m. - 5 p.m.

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