Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Request to Add New Task(s) to an Existing Misc. AR Account (PTA)

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)

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 – Create a New Task for an Existing Award and Project

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

  Step 3 – View Existing Award and Project Attributes

  Step 4 – Enter Task Attributes

  Step 5 – View Customer Details and Enter Purchase Order Information and Business Reason

  Step 6 – Upload Attachments

arrow  Step 7 – 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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