Document Review and Processing Goals

All documents received in Unrestricted Accounting – Main for review and approval are processed on a “first-in, first-out” basis, unless special approval for expedited handling has been requested and received.  Please understand that we process thousands of documents every month, and yours will be processed as quickly as possible; only in extraordinary circumstances will expedited handling be allowed.

To help ensure the quickest turnaround possible, please be certain that the transaction is thoroughly explained and documented (including a valid UNM business purpose), all appropriate backup is included, and correct account codes are used.  Failure to do so will surely cause delays in processing, and may require that the document be returned for correction.

Our goal is to review properly prepared documents in the time-frames noted below.  Please be aware that documents which also require Taxation review may fall outside of these processing goals, due to additional documentation that is often required.

Journal Vouchers:   
Will be reviewed by accounting staff within three (3) business days after arriving in Unrestricted Accounting – Main approval queue Z112. JVs that are in queue Z112 by the FSM month-end deadline (typically 5:00 pm on the last business day of the month) will be reviewed prior to the final month-end close at 5:00 pm on the second business day of the following month.

Purchase Requisitions:
Will be reviewed by accounting staff within three (3) business days after arriving in Unrestricted Accounting – Main approval queue Z112. If any additional documentation requested, including an SPQ when applicable, is not received within 5 business days of original request, the Purchase Requisition will be disapproved in Banner, and will have to be resubmitted.

DPEZs (Direct Pay Invoices):
Will be reviewed by Unrestricted Accounting – Main staff within three (3) business days after the paper DPEZ document and backup have been received in the Unrestricted Accounting – Main office.  Database tracking of DPEZs received can be accessed using via the Document Search on the Unrestricted Accounting – Main website.

If any additional information requested is not received within five (5) business days of the original request, the DPEZ paperwork will be returned to the initiating department, and the corresponding DPI will be disapproved in Banner.  As a courtesy, two (2) days following the original request for information, a reminder request will be made, if the information has still not been received at that time.

P-Card Exception Requests:
Will be reviewed by Unrestricted Accounting – Main staff within one (1) business day after being submitted via the online form.

SUB Pre-Approval Requests:
Will be reviewed by Unrestricted Accounting – Main staff within one (1) business day after being submitted via the online form.

PHAREDS (Labor Redistributions):
Will be processed by Unrestricted Accounting – Main staff within two (2) business days after being received in the approval queue.

Non-Standard Payment Forms:
These and other Payroll related documents requiring our review will be reviewed by Unrestricted Accounting – Main staff within one (1) business day after being received in our office. 

Scholarship Forms:
Will be reviewed by Unrestricted Accounting – Main staff within one (1) business day after being received in our office.

We will strive to meet or exceed these goals, but please be advised that in periods of heavy document flow, or when staff is on vacation, etc., this may not be possible.  We appreciate your understanding.