From Main Menu:

• Select Administration, then Agreements

To FIND an Agreement:

• If you know the name of the Agreement provider:

  • Type the first few letters of the agreement providers name in the Alias Field
  • Select the Find button
  • From the found list, click on the provider you are looking for

• If you don’t know the name of the Agreement provider,

  • Click on the Agreement Type Filter at the bottom or the screen, select the kind of agreement you are looking for, and click the Find button
  • From the found list, click on the word Provider at the top left of the list to alphabetize the list
  • Click on the agreement you looking for

NOTE 1: If you do not see the agreement you are looking for, select the ALL button above the Status column. If agreement dates have ended, the agreement will not show up on the Active Status list.

NOTE 2: The Active/Inactive Status refers to the Agreement only - not the status of the provider.

To ENCUMBER funds:

• Go to the Quick Pay screen
• Select the Encumber button (For agreements that cross fiscal years, you will need to do one encumbrance for each fiscal year)
• Enter the encumbrances amount, and beginning/ending dates for each encumbrance.
• Select the team the encumbrance is for.
• Select the account code for your expense by clicking the orange Select button beside the account code (for a description of the account code category, click on the yellow Description button)

To PAY an invoice:

• Highlight the encumbrance you want to pay against
• Select the Pay button
• Enter the amount you want to pay
• Enter the beginning and ending date of the payment
• Enter the required information on the NIS Invoice
• Select Continue
• At the NIS Invoice Check screen:

  • Errors on the Voucher (invoice) will show up in yellow
  • Changes can only be made to the Name/Remark or Invoice Number fields
  • If the provider does not have a NIS Address Book Number, you will need to make a request for one.
  • Select Done when you are finished checking the Voucher.

• Go to the Team Overview screen, Agreement filter to pay.