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 within the gray bar.

 

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”.

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