Business Liaison Resources

What's new & upcoming? 

Please take a look:

  • External Food Service Provider Policy
    • Key points: 
      • For events, submit your venue request through Coursedog.
      • Obtain pre-approval according to the Host Expenditures Policy.
  • Exception for Accepting Online Service Agreement
    • Key points:
      • Before acceptance of online agreements or terms and conditions, due diligence must occur, delegation of authority must be made, and an exception to P-Card Policy must be granted.
  • Pre-Approval form for Host Expenditures Policy
    • Key points:
      • Any purchase of food or meals requires pre-approval using this form.
  • Upcoming process change for "after-the-fact" purchase orders
    • Key points:
      • Purchase orders must be completed before any non-P-Card purchase is made. (Not new)
      • The new compliance process will involve more training and accountability.
  • Form for Requesting a Journal Entry
    • Key points:
      • This process helps determine whether a budget entry or journal entry is needed.
      • This process can be completed one time for a recurring journal entry.

These materials have been refreshed:

As of August 2026

Quick Facts & Links

Are you an employee of Winthrop University with responsibilities like purchasing, booking travel, budgeting, and invoice handling?  We can fast track answers to your most common questions here:

    • First, you will need access approval for Banner. Training will be required. Here are instructions for obtaining access: Banner Page.
    • Follow this easy tutorial for creating "Budget Cards" in "My Finance" on Wingspan.
    • The Budget Committee is responsible for making budget recommendations to the President's Cabinet. Its membership is comprised of faculty, staff, and a student representative. Learn more from the Budget Committe Charter.
    • Every individual involved in preparing or reviewing budget should familiarize themselves with the FY27 Budget Calendar and the FY27 Budget Process.
    • There are many rules to follow and system applications to understand for purchasing.
    • Most small purchases can be made with a P-Card. 
    • If a purchase can not be made on a P-Card, a requisition is required BEFORE the purchase is made.
    • Review more basics on Procurement's page here.
    • First, you will need access approval to enter Requisitions in Banner. Training will be required. 
    • Information about how to obtain access and enter a requisition can be find on Procurement's Entering Requisitions page.

    E-mail invoice to accountspayable@winthrop.edu, include PO#, and include a confirming statement from the responsible party, like: “I confirm that the goods and/or services were satisfactorily received. I approve this invoice for payment.”

    Don't have a PO#?  See more information here for options.

    The privilege to participate in the P-Card Program is limited by the availability of P-Cards within a department and depends on continuous compliance with program requirements.

    See the steps here for getting started. 

    Most supplies can be purchased through a P-Card. Purchase for services and travel are limited. See details here.

    Please know which vendors must be used for certain purchases, like IT and furniture. See vendors here.

    If you are reviewing your revenues and expenses and see that there is a charge that hit a wrong fund code, org code, account code, program code, or activity code, then you can email controller@winthrop.edu to request a journal entry.

    However, if the revenues and expenses are in the right place, but the budget is not, then you can email budgetoffice@winthrop.edu to request a budget transfer.

    The first step is to electronically create a "Departmental Deposit" so Cashiers knows where to deposit the funds. Enter the Departmental Deposit here. 

    Next, physically take the check to the Cashier's Office at 22 Tillman (lower level). Do not put the check in interoffice mail.

    • Read Daily Digest and Faculty-Staff emails.

    • Favorite this page to review "What's New".

    • Email moralesk@winthrop.edu to be added to the "Business Liaison" email group for specific updates and meeting announcements.

    • Find all applicable policies in the Policy Repository.

      • Budget Balance Carry Forward

      • Purchase Order Policy

      • Purchasing Card Policy

      • Travel Approval & Reimbursement

      • Foundation Disbursement - Direct Pay (forthcoming)

      • Foundation Reimbursement - Indirect Pay (forthcoming)

      • Food & Hosing Policy (forthcoming)

Old News

    • Website published for Business Center One Pilot

    • First month for Business Center One Pilot 

    • Hiring for Business Center One Pilot 

    • Foundation Board approved Disbursement Policy

    • Cabinet approved Host Expenditures Policy

    • No updates

    • No updates

    Discussion Items from the Business Liaison Meeting on 2/23/26:

    • Reminder about the Carryforward Policy.

    • Overview of DRAFT Foundation Reimbursement Policies and the Food & Hosting Policy.

    • P-Card training is due by 4/15/26.

    • Only the person responsible for paying for travel expenses should complete a Travel Authorization form. All other attendees should complete a Liability Waiver.

    • Question about whether individuals that elect to pay for their own lodging personally while traveling on business may stay at a VRBO/AirBnB. Response forthcoming.