If you are not ready to submit a payment request you have been working on, you can save it to work on at a later time. A payment request can be revisited to edit, submit, or cancel prior to submission.
In this article, you will learn the steps to save a payment request in the UGA Financial Management System to be edited or submitted at a later date.
First, log into the Financial Management System.
From the UGA Financials homepage, click the Payment Request Center tile.
This page is used to view a summary of your requests and to add/edit/cancel payment requests.
Click the [+] button to start a new payment request.
The Summary page is displayed. This is Step 1 of 4 in the payment request process.
You can add attachments by clicking the Attachments button to add the invoice from the supplier.
Continue to complete the fields as needed.
The Business Unit field will default to 18000.
Invoice Number is required for payment requests. If you don't have an invoice number (for example, for non-employee payment requests), you can enter the date.
Enter the appropriate information into the Invoice Number field.
Example shown here: " TEST ".
The date in the Invoice Date field is populated with today's date. The date will need to be changed to match the date on the invoice.
To change the Invoice Date, enter the date (MM/DD/YYYY) or click the calendar icon to select the date.
Enter the total amount of the invoice into the Cost Sub-Total field.
Example shown here: " 1 ".
You can save a payment request at any point in the payment request creation process.
To save a payment request for later completion, click the Actions List button in the top right corner of the screen.
The Actions List drop-down menu appears.
Click Save For Later to save the document.
A "Payment Request saved successfully" message is displayed along with the Payment Request ID. You will use the Payment Request ID to complete the payment request when returning the system.
Click the Exit button to return to the Payment Request Center.
The Payment Request Center is displayed. You will see the Payment Request you just saved in your list. Notice the Request Status is New.
Click the Request ID link to continue editing.
Your saved payment request is displayed.
Click the Update button at the bottom of the page to continue editing your request.
You can now continue working on your payment request.