Archive for the ‘SPA’ Category

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 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 ( to be added to the list of attendees.

Finance Website Security Initiative

Monday, June 10th, 2019

The Human Resources and Financial Systems departments have been working with ITS to secure high risk documents on our website to avert fraudulent activity. Currently, our website has forms and instructions that specifically deal with sensitive information and the goal to reduce university risk is to secure those forms on our website via Sharepoint, so anyone with a Loyola login (UVID) and password are able to access those documents.

In the coming weeks, some of the HR and Finance forms will be updated to SharePoint URLs. At that time we will also establish redirect links to ensure that the original forms are not accessible without login credentials.

If there are any questions or concerns, please contact Financial Systems at

Promotion Announcement from Sponsored Program Accounting

Monday, July 29th, 2013

Sponsored Program Accounting is happy to announce Donna Ballard’s recent promotion to Senior Grant Administrator.  Donna joined Sponsored Program Accounting in April 2011 and has administered grants and contracts for the Lakeside campus, including the College of Arts and Sciences, the Center for Science and Math Education, the Institute of Environmental Sustainability, the School of Social Work and the Loyola Museum of Art.  Throughout the past few years, Donna has successfully managed an increasingly more complex grant portfolio, including overseeing a wider variety of federal grants, tracking over half of Lakeside’s cost share commitments and completing a higher frequency of grant financial reports.  Donna will continue to report to Karen McCormack and provide support to the aforementioned departments in her new role.

Congratulations on the well-deserved promotion, Donna!