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Employee Reimbursement, Advances & Reconcilation

AP Workflow

AP Workflow is a web-based service that allows NYU employees to process and track requests for reimbursements and cash advances. All NYU employees with a valid NYU Net ID and valid password for NYUHome can use AP Workflow, with the exception of NYU School of Engineering employees.

Accounts Payable (AP) Workflow Upgrade

To ensure AP Workflow is on a stable and supported technical platform, an improved version of the application is now available.

What’s Changed?

  • The application is now accessible directly from the Work tab of NYU Home under Additional Services.
  • The approval “workflow” uses ServiceLink functionality.
  • All email notifications will now come from ServiceLink.

Changes for Approvers

Changes for Initiators

  • New Resubmit Functionality:
    • User gets an email of the Rejection
    • After making the changes in AP Workflow, a resubmit button will be available on the Preview page
  • Option to remit payment to a credit card will only be visible to those with an NYU issued corporate card. Card numbers will not be visible
  • All supporting documentation is now required to be attached electronically to the request

Updated July 13, 2015


How to Scan Documents Using AP Workflow

Related Training

This tutorial is an overview of New York University's standardized Business Expenses Policy. It will summarize which types of expenses are permissible and non-permissible under University policy.

When taken in conjunction with FIN 002, this course is intended to give AP Workflow users guidance on when it is appropriate and permissible to request reimbursement or request an advance for business expenses.

Who should take this course: Anyone who would like a summary of the NYU standardized Business Expenses Policy or AP Workflow users who would like guidance on when it is appropriate and permissible to request reimbursement or advance for business expenses.

You can access this training in iLearn, which can be found on the Work tab on NYUHome.

*This course content is under review and the elearning is not currently active in iLearn.

This tutorial is an overview of New York University's standardized Business Expenses Policy as it pertains to business travel. It will summarize which types of expenses during business travel are permissible and non-permissible under University policy.

When taken in conjunction with FIN 001, this course is intended to give AP Workflow users guidance on when it is appropriate and permissible to request reimbursement or request an advance for business expenses during travel.

Who should take this course: Anyone who would like a summary of the NYU standardized Business Expenses Policy as it pertains to business travel or AP Workflow users who would like guidance on when it is appropriate and permissible to request reimbursement or advance for business expenses related to travel.

Course Duration: 17 Minutes.

You can access this training in iLearn, which can be found on the Work tab on NYUHome.

This online course gives users an introduction to AP Workflow: it will answer the question: "What is AP Workflow?"; it will illustrate the key features of AP Workflow; it will explain the roles and responsibilities of AP Workflow users; and it will guide you step-by-step through requesting a reimbursement or an advance, reconciling an advance, setting up out-of-office routing, and searching for a request. At the end of the course, you will find a frequently asked questions section that you can browse at your own pace, contact information, and resources.

It is recommended that users review courses FIN 001 and FIN 002 prior to taking this course.

An in-class version of this course is available through NYU iLearn: FIN 004: All About AP Workflow.

Who should take this course: Anyone with AP Workflow access who would like to review the basic functionality of this application.

Course Duration: 45 minutes for all 7 modules.

You can access this training in iLearn, which can be found on the Work tab on NYUHome.

Online

Search for services by
keyword in ServiceLink

By Phone

Call the FinanceLink
Service Center from 9am to 5pm (EST) 212-998-1111

Email

Request assistance via the FinanceLink Service Center askfinancelink@nyu.edu

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