1. Login to your UCSF MyAccess account.
2. Click on the BearBuy link to open the application.
3. Note: You may need to click the Manage Favorites button in UCSF MyAccess to view the complete list of applications.
   

1. In BearBuy, scroll to the bottom of the homepage to find the Payment Request form (in the Frequently Used Forms section).
   
    
2. Click on the form to open it.
   
3. The form opens in your browser window.
   

Read the instructions on the left side of the form and enter all required information indicated with an asterisk (*) on the form.

1. Supplier: Start typing the supplier's name and select it from the list that appears. A stop sign may appear next to the supplier name—you can ignore the stop sign when submitting a payment request. If the supplier name doesn't appear, submit the appropriate Supplier Registration form to [email protected] to request to add a new supplier to BearBuy.
2. Payee: If the Payee Name is different from the Supplier Name, e.g., alternate name or DBA, enter it here.
3. Attachment to Check Required: Select "Yes" only if there is a required document to be mailed with the check (e.g., registration form). Attach the document to the bottom of the form as an Internal Attachment.
4. Do you need to include a payment message?: Select "Yes" only if a message is required on the payment advice, such as a license number, member name/ID, account number, type of fee. Do not include invoice numbers. A message is usually not necessary.
5. Payment Message: Description of payment to be printed on remittance advice. If check is to be sent intercampus mail to a UCSF Campus Department, enter the recipient's name and campus box number (e.g., Bill Smith Box 9999).
6. Remit To Address: After you select the Supplier Name on the form, the remittance address (where the check will be mailed) will populate on the form. If you don't see the correct remittance address, submit the supplier's IRS W-9, UCSF Substitute W-9, W-8BEN, W-8BEN-E, or formal notice on company letterhead referencing the new remittance address to [email protected] to add the address to BearBuy.
7. Activity Type: From the dropdown, select the Activity Type that matches your transaction.
8. Product Description: Enter the description and reason for payment.
9. Supplier Inv #: Enter the invoice number exactly as it appears on your invoice or document including special characters. Do not include spaces. If there is NO invoice number, enter the account number followed by the year, month, and day. If there is no account number, enter the year, month, and day only (e.g., 20221128).
10. Invoice Date: Enter the invoice date exactly as it appears on your invoice or document.
11. Amount: Enter the total desired payment amount.
12. Does this payment include sales tax?: Review the invoice and select "Yes" or "No" from the dropdown.
13. Attachments: Please attach a copy of all supporting documentation and an invoice if available.
14. When finished, select the Add And Go To Cart button located at the top of the form (or select "Add to new Cart" from the dropdown).
    

1. After adding the form to your cart, assign the cart to your department’s Requester.
2. The Requester completes the checkout process and submits the requisition.
3. After the requisition is submitted, it will route to your department’s Requisition Approver for approval.
4. Once the requisition is fully approved, a purchase order (PO) and voucher will be generated in BearBuy for internal UCSF use only. The PO will not be sent to the supplier. Do not give the PO Number to the supplier; do not submit the invoice through Transcepta.
5. Finally, the voucher will route to UCSF Accounts Payable for review/approval. Accounts Payable will review the request for policy compliance and special handling instructions before payment is issued to the supplier.

Please refer to the Payment Status training webpage.

1. First, complete the Payment Request form in BearBuy and assign the cart to your department's Requester.
2. Then, review the workflow on the requisition in BearBuy to ensure the request is approved by your department's approver(s).
3. Finally, open a ticket with SCM Response Team to request rush processing of the voucher.

No, submit each invoice as a separate cart in BearBuy to ensure proper processing of each payment.

No, submit each payment request as a separate cart in BearBuy to ensure proper processing of each payment.

No, in-person check pick-up was suspended due to Covid-19 restrictions. Read more about SCM Covid-19 News and Updates.

Yes, please enter the recipient's name and campus box number in the Payment Message on the form (e.g., Bill Smith Box 9999).

Best practice is to mail the check directly to supplier; however, there may be a valid business reason to send the check to the UCSF Campus Department requesting payment:

• Vendor payment required at delivery
• Visa filing fee
• Transportation permit
• Rush payment (e.g., credit hold, past due rent, utilities)
• Other exceptions granted on a case-by-case basis and may require approval of the Accounts Payable Manager

Read more about Card Programs to learn what types of purchases are allowable on a P-card or Corporate Travel Card.

No, invoices related to a Payment Request should not be submitted through Transcepta. Read more about Transcepta Exclusions.