Payments Section

Page updated: 02/01/2024

The accounts payable team is split into two sections: P2P (Purchase To Pay) and Accounts Payable.

P2P’s responsibilities include:

 

• Payment of P2P invoices (invoices authorised via workflow)
• Increasing purchase order compliance
• Petty cash payments
• P2P queries - Requisitioning, purchase orders, goods receipting etc
• Supplier employment status assessments
• Supply of official order books to schools


Accounts Payable's responsibilities include:

• The Payment Run
• Supplier remittances
• Payment file schedules & uploads
• Periodic payments
• Any other payments that don’t use P2P
• Overseeing the creation & amendments of suppliers on the Unit4 ERP System
• Payment support to Schools
• All general payment queries excluding P2P

Achieving Purchase Order Compliance

All invoices sent to Carmarthenshire County Council for goods, services and/or works must include a correct, valid Purchase Order (PO) number. This is to ensure that the council only pays for goods, services and works received when they have been properly authorised in accordance with the Council’s financial governance framework.

You should not, under any circumstances, order from suppliers without giving them a valid PO.

Exceptions List
  • POs are not required in these circumstances:
  • Utility bills
  • Postal services
  • Photocopying services
  • Payment to individuals (e.g. Foster Payments, Volunteers, Expenses, Prizes, etc)
  • Rents
  • Occupational Health medical reports
  • Subscriptions to societies
  • Payments on behalf of public bodies
  • TV Licences
  • General Provisions (Food and Drinks) - Catering only
  • Emergency payments

For further information, visit the Supplier Information page on the corporate website.

Online Supplier Request Form Unit4 ERP

Online Supplier Request Form Unit4 ERP

We have introduced a new online form on the Council’s financial management system, Unit4 ERP, for all new supplier requests. Emailed forms/requests will no longer be accepted.
This new process is more efficient and reduces the number of emails and paper in the process.
Supplier record forms and email authorisations are no longer needed and the whole process is now done on Unit4 ERP Web (Agresso) where users enter the new supplier’s details (and supporting evidence) directly onto the system. These are then authorised by the appropriate authorised signatory via workflow. After authorisation and checking by the central creditors team, the financial management system will automatically create the new supplier.

For any supplier queries, please contact FI Creditor Payments.

For any system queries and training, please contact CR Finance Systems.

Resources

Find below a series of links to resources that will assist the Unit4 user. If you are unable to find the resource you require, contact the respective department using the contact details below.

       

Requesting a New Supplier User Guide 

Frequently Asked Questions

Frequently Asked Questions

Frequently asked questions about requisitions, purchase orders and invoices.