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Create Finance Types
Finance Types describe how the payment was made in the Finance system. Some examples include Cash, Check, and University Transfer. From the Finance menu option on the Administration page:1. Click the...
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Create Finance Categories
Finance Categories describe the type of payments or deposits made in the system. Some examples include Income and Expense. From the Finance menu option on the Administration page:1. Click the “Finance...
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Create Finance Accounts
All requests and transactions must be associated with an account. Accounts are directly linked to each organization. Some organizations may have multiple accounts.From the Finance menu option on the...
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Review Finance Requests
Financial requests come in from organizations as one of two types of requests: Purchase Request or Funding Request.A funding request asks for monies to be granted to that organization. This is most...
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Apply Transactions to Finance Requests
** After a request has been approved, a transaction must be associated with it in order for the amounts to update accordingly. You can create a deposit, payment, transfer, or allocation based on the...
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Submit Purchase/Funding Request for Your Organization
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...
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View Status of Your Organization's Request
From the Finance menu option on your organization’s page:1. Select the "Purchase Requests" tab to view all Purchase Requests.2. Select the "Funding Requests" tab to view all Funding Requests.3. The...
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Import Finance Transactions
As a campus administrator, you can input finance transactions from an external system into your campus site.From the Finance menu option on the Administration page:1. Click on “Import Manager”.2. Click...
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Create Finance Stages
When finance requests are made, you can require them to go through various stages of approval before a transaction can be applied to them. From the Finance menu option on the Administration page:1....
View ArticleAssign Finance Stages
From the Administration page:1. Click on Organizations on the left side of the page.2. Click on the “Position Templates” link.3. Locate the position you’d like to assign a finance stage to.4. Click on...
View ArticleFinance Tips
Finance Glossary Allocate: moving from top account into lower account (i.e. parent account into child account or organization account into child account. NOT General Ledger into child account)Payment:...
View ArticleWhat’s the difference between a Funding Request and a Purchase Request?
A Funding Request is to have money allocated to your organization as part of a budget process or for additional funds.A Purchase Request spends money from your organization’s account(s) and can be a...
View ArticleWho can submit Funding and Purchase Requests?
The Primary Contact for an organization typically is the only one who can submit Funding and Purchase Requests. You can find this information on your organization’s page under Roster. Some...
View ArticleWhy is there a difference between the amount of available funds and the...
The Available Funds amount changes when finance requests are approved for the account.The Balance changes when Payments or Transfers are attached to the finance requests. The Available Funds are what...
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A very helpful glossary. I totally agree that understanding the basic concepts is the first step to a better personal finance management. For instance, I spend some money on custom writing services but...
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