Welcome to the School of Management Business Operations Services Catalog

Business Operations manages the budget, finance, purchasing and student payroll function for the Yale School of Management. The SOM Business Operations Service Catalog has information about our SOM business services and offerings and our knowledge articles.  You can find information about service features, the intended audience, and how to access it as well as related SOM or University policies and procedures.  

FY23 Financial Deadline

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Transactions must be error-free, use the below links to ensure it is submitted correctly, by the above deadlines.  

Check Lists and  SOM Confluence

Expense Report Check List and Expense report SOM Confluence

Supplier Invoice Check List and Supplier Invoice SOM Confluence

Supplier Invoice Request SOM Confluence

Requisition to Purchase Order SOM Confluence

NEW: Supplier Setup/Change  ACH/EFT and Wire Forms

Effective Friday, May 26, 2023, Supplier Setup Forms 3401 FR.01 Supplier Payment Setup: Wire Transfer and 3401 FR.02 Supplier Payment Setup: ACH/EFT will be updated to make setup or changes to supplier ACH and wire payment easier. The new forms

have samples of required documents along with a preparer checklist to ensure you have the right items prior to submitting.