Archive for November, 2021

New Electronic Payment Request Form Now Live!

Wednesday, November 17th, 2021

We are excited to announce the launch of the new Electronic Payment Request Form. The new web based form will replace the existing PDF form and will allow authorized users to:

  • Complete a payment request electronically
  • Attach backup documentation
  • Electronically route form for approval
  • View the status of the payment request

Some of the major benefits and enhancements of the new form include vendor lookup/validation. Users are now able to search by vendor name or number. The address and payment method will default from vendor selection.

Users will now be able to select the AU/Account or Capital Activity/Account Category from a drop down menu. The Capital Activity & Account Categories no longer require a separate AU/Account on the form.

A dashboard will display all payment requests that have been created or routed to a particular user, as well as the current status of the request. Additionally, users may utilize “copy” features to “Start a similar form” to copy the vendor data from a previously submitted request or “Start a form with the same distribution” to copy the distribution lines from a previously submitted request

Once the payment request has been fully approved, the form will be automatically sent to DocFinity for AP processing. The Payment Requisition Status will update dynamically in application dashboard as it goes through the AP review process.

The application is live now and available to all Faculty and Staff. The form can be accessed online at https://forms.luc.edu/checkreq/login.htm with your Loyola UVID and password. Documentation, including FAQs and Instructions can be found on the Accounts Payable website.

This form will replace the existing pdf form as of February 1st, 2022.

If you are interested in attending an upcoming training session, please email Patty Woods (pwoods2@luc.edu) to be added to the list of attendees.