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Expense Requests News

Monday January 11, 2016  |  Archived News

New Features for the Expense Requests System and Streamlined Process for Payee Setup

Two new features in Expense Requests and streamlining of the Payee Setup Process are among system enhancements available January 18, 2016. Read more below...


New in Expense Requests

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As of January 18, two new features will be added in the Expense Requests system:

1.  You can include Expenditure Type codes in your Allocation Preferences for quick allocation of expense lines to an entire PTAE.

2.  A "Paste from Excel" feature for SU and Non-SU Payee expense reports will let you upload expense lines from a spreadsheet.

Streamlined Payee Setup

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Foreign Visitor Payees

While foreign visitor payees are a small percentage of our payees, they often have difficulty responding to our Secure Portal request for information required for payment. As of January 18, when you request setup of a foreign visitor payee, you will automatically be assigned as "Authorized Agent" and will receive the Secure Portal request. The foreign visitor payee will not receive the Secure Portal request unless you elect to forward it to them. You coordinate with your visitor to gather and securely submit necessary information via the portal.

Additional Payee Setup Improvements

• New and streamlined questions when you request setup, plus the ability to securely upload attachments from within the setup request

• Improved messaging and more prescriptive instructions in the Secure Portal request for payee information

Expense Requests FAQs

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We're continually expanding our list of answers to frequently asked questions. Have a question others may have as well? Let us know.


 

 

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