AP Forms, Resources & Training

AP Forms

buyW&M AP User Guides

• Direct Payment Request Form
• Reimbursement/Refund Request Form
• Honorarium Payment Request Form
• Student Payment Request Form
• Creating a PO Invoice and Receipt against a buyW&M PO
• Creating a Cost Receipt for a Blanket PO
• Processing Credit Memos in buyW&M

Other Forms

• Scholarship Letter - Student (pdf)
• Foreign Source Statement (pdf)
• Human Subject less than $50)
• Human Subject $50 to $100)
• Human Subject $101 and above
• Wire Transfer Request Instructions, Input Page and Wire
• Misplaced Original Receipt Certified Declaration (pdf)

Resources

• Financial Operations Search Tool
• Procure-To-Pay Matrix
• Financial Operations
• Employee Retirement Gifts
• W&M and VIMS Credit Info Sheets
• William and Mary ST-12
• VIMS ST-12
• W&M W-9 Form
• VIMS W-9 Form

Training

The buyW&M Accounts Payable and Vendor Management training videos are located in the Cornerstone Learning Management System (LMS). Log into Cornerstone and click on the Browse for Training Icon. Search using the key word “BuyW&M”.

All Accounts Payable and Vendor Management user guides are located in BOX under the buyW&M Documentation Folder.