Overview

---

• The team is working as quickly and diligently as possible to get through each Payment Request
• That being said, please do not re-create a Payment Request unless a member of the A/P Team asks you to do so, as duplicate Requests run the risk of duplicate Payments being issued
• We are working on a first-in, first-served basis and we understand each Request is important
• Use the Services & Support Payment Request form to process Reimbursement or Payment to Suppliers, non-employees individuals, and non-employee students
• Please find the type of Reimbursement or Payment category you would like to process from the list below, complete any linked documentation, and attach it when completing the Payment Request form

Awards & Gifts
Fellowship
Honorarium/Miscellaneous Services
Human Subject Compensation (Direct payment to a participant)
Insurance
Licenses
Membership Dues
Permits
Refunds
Rent/Lease
Sponsorship
Stipends
Student Organization
Subscriptions
Visas
Other

Critical Concepts

---

• UCSD Health employees, please contact HCDisb@health.ucsd.edu for guidance with employee reimbursements not relating to travel or events
• Payment Requests are for non-employee Payees only
• Most Payments to an employee should be processed through Concur
• Please keep in mind that the following Payments should be made via the Non-PO Payment to Employee form:
  
  • Human Subject Compensation (Payment to employee participants)
  • Refunds for employees (including students) initiated by another department (i.e. refunds for RIMAC membership or parking permits)
  • Petty Cash reimbursements
  • Stipend Payments to employees
• Please see the Non-PO Blink Page for more information on which program to use for which Payment
• All Payees must first be invited to and register in PaymentWorks
• Please refer to the How to Use PaymentWorks Knowledge Base Article for more information on this process
• Before submitting a Payment Request, please have the full COA/POETAF chartstring ready to enter
  
  • If you are not sure as to what information to provide, please speak with your Fund manager
  • Failure to provide complete or accurate chartstring information will result in processing delays for your Payment Request
• Please ensure to provide any supporting documentation for your Payment in addition to the documents listed at the beginning of this article
• This includes Proof of Payment, IRB letters, and any other documentation to support the Payment Request

Steps to Take

---

1. Access the Budget and Finance Services and Support Portal at How to look up Invoice Status
2. Select Get Help & Request Service at the top of the screen

3. Scroll to the bottom to select Payment Request under Invoices & Payables

4. Proceed to provide the information requested

a. *Who is this request for? Please provide the name of the administrator that will be approving the Payment or the PI who is in charge of the Funding

5. Add the COA/POETAF chartstring to your Payment Request

a. Select Add

b. Enter in your COA/POETAF values

c. If you are not sure as to what information to provide, please speak with your Fund Manager

d. Failure to provide complete or accurate chartstring information will result in processing delays for your Payment Request

e. If your chartstring involves a Project, please ensure to add the Task and the Expenditure Type

f. Enter in the Payment Amount that will be tied to this chartstring

g. Select Add

6. If you are splitting a Payment Request onto multiple separate chartstrings, please repeat the process until all Funds have been accounted for

7. Add any additional instructions that you would like to communicate in the Additional Comments section

8. Attach required and supporting documentation using the Add Attachments button

9. Select Submit to submit your Payment Request

10. Once a Payment Request has been submitted, you will receive an RITM number

a. This number will serve as your reference for the Payment, both in Services and Support and in Oracle, allow time for our teams to process these documents

To Check the Status of your Payment Request in Services and Support:

1. Select My Stuff from the top of the screen and select Tickets

2. Search for your RITM number

3. View the status of the Payment Request

a. If there are any issues with your Payment Request, a member of the A/P team will contact you with further instructions

4. Once the Payment Request has been processed and the status of the case is Closed Complete, you will be able to view your payment in Oracle.

a. For information on how to view your Payment in Oracle, please see the How to look up Invoice Status Knowledge Base Article

b. Use your RITM number as the invoice number.