When a payment request is denied, it is returned to the initiator to make appropriate edits before resubmission.
In this article, you will learn the steps to edit a denied payment request in the UGA Financial Management System.
First, log into the UGA Financial Management System.
On the UGA Financials homepage, click the Payment Request Center tile.
The Payment Request Center is displayed. This page is used to view a summary of your requests and to add/edit/cancel payment requests.
Denied payment requests are noted in the Request Status column.
Click the denied payment request that you would like to edit.
The Payment Request page is displayed.
Click the Approval History button to view the reason the payment request was denied.
The Approval Flow is window is displayed. The Reason for the denied payment request is listed in the comments section.
Click the [X] button to close the window.
To update the payment request, click the Update button.
The Summary page is displayed. On this page, you can edit the fields that need to be modified.
For example, if an attachment needs to be added or amended, you can click the Attachments button and upload a document from your computer.
Once you have made the changes needed to the Summary page, click the Next button to continue to the next area that needs to be updated.
The Supplier page is displayed. If your Supplier information needs to be changed, you can click the Supplier Search button and locate the correct Supplier.
Click the Next button to continue.
The Invoice Details page is displayed. On this page, you can edit the description, quantity, and/or unit price, if needed.
Click the Accounting Details button to edit the chartstring, if needed.
Note: There can be multiple lines in the Invoice Details. Therefore, you will want to click the Accounting Details button for each line you want to edit.
The Accounting Details page is displayed.
Enter any edits needed in the chartstring.
Example shown here: "727115" in the Account field.
Once all needed information is entered, click the Done button.
Click the Next button to continue to the next step.
The Review and Submit page is displayed with your payment request. This is Step 4 of 4 in the payment request process.
Review the information on this page before submitting your request.
Click the Submit button.
A pop-up window will display asking if it is okay to submit your payment request.
Click the OK button to proceed.