As you start your journey into the Penn State way of doing accounting, there are a number of new policies and procedures to follow and computer systems to use. We know it is a lot to learn and we want to help you as much as we can. You can do it!

We hope to guide you through Penn State's business process using this website. Most of this information is directed to the Extension Office staff but other new users can also benefit from this information.

Introduction

Some background information to help you understand Penn State's financial operations and the Extension Business Model.

IBIS How To Hints

PDF document, 1.6 MB

A "How To" guide with helpful hints. Topics include: Decision tools, Sign in to IBIS, Form action and Function keys, Find a form, Resolving a form, Printing a form and Backup documentation. (Posted 11/20/2018)

eBuy

eBuy is Penn State's online marketplace where faculty and staff can purchase everything from office and scientific supplies to furniture and equipment. Ordering can be done quickly online with minimal paperwork and is tied directly to your PSU budget and fund.

ERS - Employee Reimbursement System

ERS is Penn State's accounting tool for processing reimbursements for employee and non-employee out-of-pocket costs while on official university travel.

Decision Tools

PCard, Purchase Order or SRFC? Employee or Independent Contractor? Honorarium or Consulting? Here are some resources to help you decide.

Purchasing Card

The Penn State Purchasing Card (or PCard) is a Visa charge card that enables authorized Penn State employees to purchase certain goods and services and travel expenses directly from a supplier.

ROCR - Report of Cash Receipts

Reporting check and cash receipts to Penn State accounts.

SRFC - Special Request for Check

PDF document, 882.4 KB

General instructions for completing the SRFC form in IBIS. Original document was from AIS (http://ais.its.psu.edu/files/2015/06/ibis-srfc.pdf) with additional notes in red.

QuickBooks

Installation Instructions for QuickBooks Pro

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