Non-PO Payments

The Non-PO Payments menu allows users to create, submit, and approve Authorization for Payment Forms, Non-Employee Expense Payment Forms, Personal Auto Mileage Vouchers, and Petty Cash Summary Sheets. The transaction forms will look similar to the existing Legacy Financial Portal with a few new features.

New Features

• Enhanced search functionality with additional search options
• Validation messages appear as user is filling out forms
• Authorization for Payment Form - Equipment Inventory section has been expanded to 20 items

Search Payment Documents

Search Payment Documents has been enhanced with additional search functionality. On any of the Non-PO Payments listing screens, click on Search to display the search options. Users now have the ability to search for specific values in the column heading, including Request Number, Document Number, Vendor Name, Project Number, FA Staff, PI Name, or Modified Date.  Users also have the ability to filter by Document Type and/or Status. In the Approved Payments listing screen, users have the ability to search by Check Number, Check Date, or filter by Payment Method. 

Validation Messages

The Financial Portal will flag fields that are required as the user is filling out the form instead of after the user clicks Save or Submit. When the user clicks within a field and does not input the required information, a validation message will display as soon as the user clicks out of the field.

Equipment Inventory Section

For Authorization for Payment Forms, the Equipment Inventory section has been enhanced to allow the input of up to 20 items.  Select the desired number of items in the drop-down list.