If your campus has purchased the Finance option, you will be able to submit financial requests for your organization. While these requests don’t move actual monies between accounts, it is a way for organizations to have a centralized location to view the funds available to them. Only officers for an organization with access can submit financial requests.

All requests must be approved by a campus administrator after they have  been submitted.

There are two types of requests:

• Funding Request: allocates money to your organization as part of a budget process or for additional funds.
• Purchase Request: spends money from your organization’s account(s) and can be a specific or general amount.

Access Financial Requests

1. Log in to your campus site.

2. Go to your organization’s page.

3. Go to Finance on the left side of the page.

Submit a Funding Request

From the Finance menu option on your organization’s page:

1. Click on “Create Funding Request”.

2. Enter the Subject, the Request Amount (in dollars), what Account the request is for, what Category the request falls under, and a brief description.

3. Click “Submit Request”.

Submit a Purchase Request

From the Finance menu option on your organization’s page:

1. Click on “Create Purchase Request”.

2. Enter the Subject, the Request Amount (in dollars), what Account the request is for, what Category the request falls under, and a brief description.

3. Enter the Payee contact information as best as possible. This person/business will receive payment from your campus.

4. Click “Submit Request”.