Request a Spending Authorization

If your campus utilizes a 3-step budget process, you have to receive authorization before you can submit a payment request. To submit a spending request, hover over More along your portal's toolbar and select the Treasury option. Next, click Manage Budgets. Click here if you do not see this as an option. This will display your portal’s budget requests for the current budget period. Use the dropdown at the top of the list to view budget requests from an older period. 

Click on the name of the budget under which you would like to make the request. This will display each of the major items included in your budget request. Click on the name of an item to view all of the line items under it. 

The resulting page displays each of the line items included on the major budget item. If your budget request has been approved, you can see the approved amount for each line item. Click the Request Spending Authorization option to begin a new request. Depending on your campus's budget settings, you may or may not see a set of instructions at the top of this page. These instructions would be written by your campus and they should be treated as the definitive set of guidelines to follow when filling out a payment request.

Next, begin your spending request. Enter a name for the request. Next, decide the amount you would like to request for each of your line items. You can also use revenue funds if this is a feature enabled in for your budget process. At the end of the payment, you're provided the option to upload supporting documentation. Click Submit to send the spending request to your campus administrators. You'll be notified when a decision is made. 

Have more questions? Submit a request