orgsync payments
DESCRIPTION
Orgsync Payments. After logging into Orgsyc and going to the UAO page you will find the budget under the treasury tab on the left hand side. . Once to this page you will see the UAO budget. Click on this to find your PT’s budget. . - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/1.jpg)
+
Orgsync Payments
![Page 2: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/2.jpg)
+After logging into Orgsyc and going to the UAO page you will find the budget under the treasury tab on the left hand side.
![Page 3: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/3.jpg)
+Once to this page you will see the UAO budget. Click on this to find your PT’s budget.
![Page 4: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/4.jpg)
+On this page you will see a break down of the budget. Scroll down to Programming and select your PT. Click on the PT name or on details to the right.
![Page 5: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/5.jpg)
+The next page will be a breakdown of your budget. This is the page you want to go to to make request a payment.
![Page 6: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/6.jpg)
+The next page will show a break down of your PT and the budgets you have proposed. You will also see your budget for spring semester.
![Page 7: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/7.jpg)
+Next you will select the Payment type found in the top left of the page.
![Page 8: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/8.jpg)
+Payment Types
To make a payment you will have to select a payment type. These include:
Invoice/Contract Payment On Campus Payment Online Payment/Purchase Reimbursement Travel Arrangement prior to event
![Page 9: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/9.jpg)
+Invoice/Contract Payment
This tab will be used for any vender that may be attending your event.
This could includes performers, company's (such as Ultra Sound), and any other good or service provided.
You will need to have a contract made up and signed by both the company/person providing the good/service and UAO’s Faculty advisor (Mike). There is a template provided by the university and can be
found on the payment request page. You will upload the signed contract to this page.
![Page 10: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/10.jpg)
+Contact Template
![Page 11: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/11.jpg)
+Invoice/Contract Payment
In order for a vender can be paid the have to be approved by the university.
If your vender has never provided a good/service for the university they need to fill out the approved vender form.
This can also be found on the payment request page.
![Page 12: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/12.jpg)
+Vendor Form
![Page 13: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/13.jpg)
+If your vender is part of the system already you can select the vender at the top.
![Page 14: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/14.jpg)
+If your vender is not yet in the system you can select other and fill out the information needed.
![Page 15: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/15.jpg)
+Fill out the rest of the required fields on the form.
![Page 16: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/16.jpg)
+ This is the part of the form you will enter your payment amount. You will enter the payment amount under the event you are purchasing for.
![Page 17: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/17.jpg)
+If your event has revenue you can also put payment request under the revenue column.
![Page 18: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/18.jpg)
+At the bottom of the page is also where you will upload the signed contracts or invoices.
![Page 19: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/19.jpg)
+At the bottom there is also an “Save and Finish Later” option. You can always start a request then save it until you have all the required information for submission.
![Page 20: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/20.jpg)
+On Campus Payment This tab will be used when paying any campus department. These include:
Bookstore Campus Operations Dining/Catering Ice Arena Perry Field House Post Office Recreation Center Stampers Union/Event Planning & AV
For on campus payments you will still place orders/bookings the same way you do now but then you will upload the invoice to orgsync when you make the payment request.
Printed invoices can be scanned in the OCA office.
![Page 21: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/21.jpg)
+Online Payment/Purchase
This will be used for any online purchase.
The only two required fields are: Reason for Payment/Purchase Web Address Fill in all other fields if the information is available
At the bottom of the page you will be required to upload a screenshot of your shopping cart.
![Page 22: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/22.jpg)
+Reimbursement This page will be used if you purchased goods for an event with your own money (only do this as a last option).
For vender at the top of the page select the first option “BGSU Student” and fill out the information.
Fill out the required fields which include: Person/organization being reimbursed Check box for student, faculty/staff, advisor non-BGSU employee, or
organization Student employee at BGSU (yes or no) BGSU ID number BGSU email Mailing address for student reimbursements Reason for reimbursement
At the bottom a copy of the itemized receipt will need to be uploaded. Receipts can be scanned and emailed to you in the OCA office.
![Page 23: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/23.jpg)
+Travel Arrangement prior to eventThis will be used for any type of event with travel, mostly bus trips. You will need to register for travel with OCA. This form can be found in the payment request.
![Page 24: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/24.jpg)
+
Required fields include: Event/Conference Name Event/Conference Location Event/Conference Date(s) Number of organization members traveling Fill out as much of other fields as possible.
![Page 25: Orgsync Payments](https://reader036.vdocuments.site/reader036/viewer/2022081511/56816419550346895dd5cf46/html5/thumbnails/25.jpg)
+Due Date for Payment Requests
3 WEEKS before your
event!!!