Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Request a New Misc. AR Account (PTA)

How To:  Request a New Misc. AR Account (PTA)

Before You Start

Gather electronic copies of these required documents:

  • The Official Purchase Order (PO)
  • Summer Conferences Questionnaire (for summer conferences only)
  • Miscellaneous Receivables User Agreement (require external customers' signature) (coming soon)

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to PTA Manager User

Important:  Be sure to read all Information graphic - information icon used throughout PTA Manager systemscreens carefully from this step on as they provide important information specific to requesting Misc. AR accounts.


  Step 2 – Build PTA Structure

  Step 3 – Complete Award Information

Important:  Please maximize your browser window from this Step on as some buttons are located at the right of the screen.

  Step 4 – Set Up Terms and Condition (optional)

  Step 5 – Enter Project Information

  Step 6 – Assign / Edit Project Personnel

  Step 7 – Enter Task Attributes

arrow  Step 8 – Enter Customer Information, Purchase Order Information and Business Reason

Search for Existing Customer

Request New Customer / Unsure If Customer Exists


  Step 9 – Upload Attachments

arrow  Step 10 – Set Up Approval / FYI Routing

My Organization Requires My Approval Only

My Organization Requires Approvers in Addition to Me

 

What's Next?

  • Your request is routed to the AR Account and/or designated financial approver for approval. A notification is sent to individuals selected as FYIs.
  • Check the request status on the dashboard under the Account Setup: In Progress section.
  • To make changes to a completed request, see For Updating PTA Attributes section on the How To... page.

 

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