Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To

How To...

Step-by-Step Instructions:

For Determining Individuals with Authority for PTA Manager and PTA Maintenance

If you do not have PTA Manager or PTA Maintenance authority, you can find out which individuals do have authority as well as which individuals are able to grant authority:

For Requesting Non-Sponsored and Miscellaneous Account Receivables Accounts

For Reviewing and Approving PTA Requests

If you have PTA Manager User authority, you can perform tasks for requesting non-sponsored and miscellaneous accounts above. Additionally, PTA Manager Approvers can also:

For Updating PTA Attributes



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