Table of Contents
Departmental News
Staffing Updates
Retirements - Julie Martin, Purchasing Manager
Effective December 31, 2026, Julie will will be retiring from the university. Julie first joined WCU in 2015 as a Purchasing Agent. She was subsequently promoted to Purchasing Supervisor (2016), Assistant Purchasing Manager (2018) and Purchasing Manager (2021). Finance and Business Services thanks Julie for her years of dedication to the university. Please join us in wishing her the very best for her well-deserved retirement!
FBS Operations - Notices and Updates
Per Diem Rates and Overnight Travel Expense Vouchers
The recently released Excel Overnight Travel Expense Voucher does not capture Per Diem information the same way as the previous version of the form. User MUST indicate whether or not reimbursement will be calculated using Per Diem rates.
- Instructions to find Per Diem rates are now available to download. These instructions are also now linked on the Travel Support site.
- For any difficulties with completing the Per Diem section, please send the Travel
Expense Voucher to Accounts Payable and include a note in the email requesting that
Accounts Payable calculate and add Per Diem.
- Be sure to attach a fully signed and approved travel voucher, as well the corresponding itemized receipts with the email.
- Accounts Payable will follow up the email with the Per Diem calculations and the correct total reimbursement amount for review.
- If Per Diem is not selected and there is no request for Per Diem to be added, it will NOT be included in the final reimbursement amount.
- Be sure to complete the "Per Diem?" field on the expense form by selecting "Yes" or "No" in the drop down.
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- Select "Yes" in the "Per Diem?" drop down to enable the Per Diem fields. (The Meal Expenses field should not be used.)
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- Select "No" in the "Per Diem?" field to enable the "Meal Expenses" field. (The Per Diem fields should not be used.)
Following Up With Accounts Payable Regarding Open Items
"When following up on an invoice, Payment Request Form, or Travel Expense Voucher:
- Please send your email directly to Invoices@wcupa.edu.
- To help us process everything as quickly as possible for you, please include the original email along with any related documents or previous messages.
Having the complete history helps the Accounts Payable team respond much more quickly and efficiently. Thank you for your cooperation!
IMPORTANT REMINDER - Vendor Onsite Work
Any vendor who provides goods or services ON CAMPUS must have a completed Purchase Order BEFORE coming to campus. Safeguards for minors are integral to the PO \ Contract process.
Verbal agreements are NOT acceptable.
Contact the Purchasing Department as Purchasing@wcupa.edu with any questions.
Training Resources
PASSHE Hosted SourcePoint Training Sessions
- Select the link below to register for any of these Zoom sessions:
- Tips, Tricks, Reminders and What's New
- Understanding the Guided Buying Dashboard
Finance and Business Services Support
Finance and Business Services Office Hours
To help streamline work and ensure everyone has the support they need, Finance and Business Services hosts weekly Office Hours. These are informal, drop-in times where you can bring your questions, review challenges, or just connect on your current workload. You don't need a formal agenda to stop by.
Whether you need help navigating a specific process, troubleshooting an issue, or just want to chat about upcoming projects, feel free to drop in at any point during the hour. FBS looks forward to connecting with you!
Finance and Business Services Training Requests
Finance and Business Services staff are available for specialized training programs for your department. The goal is to support professional development and address evolving departmental goals. FBS will help identify skill gaps or growth areas that benefit team capabilities.
- Enhance individual proficiency and role confidence.
- Acquire skills to boost team productivity.
- Contributes to strategic departmental goals.
Contact Finance and Business Services
The Finance and Business Services team is available to help address your questions and guide you to the right contact. Whether you have a quick question or need detailed guidance, we have made it easier than ever to get the answers you need:
- Find updated contact details for all team members on our Finance and Business Services Staff Directory page. You can also review the department's Organization Chart.
- The best way to contact FBS Team members is through the Teams chat or phone features. Of course, you can also reach us via email or university telephone extension. We are happy to assist you.
- Not sure whom to contact with an issue or question? Use the FBSSupport@wcupa.edu mailbox. Your email will be routed to the appropriate member of the team.