Quick Reference Guides for Purchases and Payments

The purpose of this web page is to provide high level guides and quick references to assist you with purchases and methods of payment.

Although this information does not cover every scenario, it will provide you with a starting point reference to assist you in the process and discussion with your Financial Services Group, Strategic Sourcing and Acquisition Services, Accounts Payable and UMB Foundation. Please use the included links and contact information to reach out to these groups to assist you in determining the best method to meet your individual purchase/payment need.

Quick Reference Guide for Basic Purchase and Payment Methods
This document provides a brief overview of general guidelines for purchase/payment methods.

Procurement Guides

General Procurement Processes
These flow charts provide an overview of various procurement processes.

Procurement Dollar Thresholds and Limits Guide
This table describes various dollar thresholds impacting different purchases.

Payment Guides

Payment Type Table
Available payment methods for common categories of disbursements.

Invoice and Payment Workflow
Steps and approximate timeframes to process payments (checks, direct deposits, and wires).

PayPal Desktop Aid
Guidance on paying merchants via PayPal.