Saving a Payment Request to Submit 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 ".

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.