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Orgsync Payments

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. .

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Orgsync Payments

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  1. Orgsync Payments

  2. After logging into Orgsyc and going to the UAO page you will find the budget under the treasury tab on the left hand side.

  3. Once to this page you will see the UAO budget. Click on this to find your PT’s budget.

  4. 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.

  5. The next page will be a breakdown of your budget. This is the page you want to go to to make request a payment.

  6. 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.

  7. Next you will select the Payment type found in the top left of the page.

  8. 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

  9. 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.

  10. Contact Template

  11. 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.

  12. Vendor Form

  13. If your vender is part of the system already you can select the vender at the top.

  14. If your vender is not yet in the system you can select other and fill out the information needed.

  15. Fill out the rest of the required fields on the form.

  16. 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.

  17. If your event has revenue you can also put payment request under the revenue column.

  18. At the bottom of the page is also where you will upload the signed contracts or invoices.

  19. 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.

  20. 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.

  21. 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.

  22. 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.

  23. Travel Arrangement prior to event This 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.

  24. 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.

  25. Due Date for Payment Requests 3 WEEKS before your event!!!

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