If your campus utilizes the Organization Accounting/Finance feature, you will be able to submit financial requests for your organization. These requests do not move funds between accounts, but it is a way for organizations to have records of the funds available to them. Primary contacts or offices that have been granted finance permission in their organization are the only students who will be able to submit these requests in an organization. All requests must be approved by a campus administrator.

To access both Purchase and Funding requests, navigate to the Action Center for your organization, open up the organization tool drawer, and select Finance. 

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Purchase Requests

A purchase request is a record of money that is being spent from your organization account for either specific or general amounts. To submit a purchase request, once you have accessed your organization finance page, click Create Purchase Request on the top right side.

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Enter the required information as accurately as possible. The Payee contact information should be the contact for whoever should be receiving the payment from your campus. When all information has been entered, click Submit Request. Your campus administrator will then get a notification to review the purchase request and will contact you with any questions. The status of your requests will be shown on the Purchase Requests tab.

Funding Requests

A funding request allocates money to your organization as part of a budget process, or is a request for additional general funds for your organization. To submit a funding request, once you have accessed your organization finance page, click Create Funding Request on the top right side.

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Enter the required information as accurately as possible, and click Submit Request when you have finished. The status of your requests will be shown on your Funding Requests tab.

NOTE: These requests are only a record of your requests and do not represent your actual account balances of the movement of actual funds.

Accounts

There is a third tab on the Finance page for your organization that displays information about your accounts.

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The Available Funds amount changes when finance requests are approved for the account. The Available Funds are what decisions should be based off of when making finance requests.

The Balance will change when Payments or Transfers are attached to the finance requests.

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