How To: Request to Add New Task(s) to an Existing 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)
Important: Be sure to read all Information screens carefully from this step on as they provide important information specific to requesting Misc. AR accounts.
Important: Please maximize your browser window from this Step on as some buttons are located at the right of the screen.
Step 7 – Set Up Approval / FYI Routing
- 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.