Embedded Files
To check if your Payee has registered in our system, go to: Payment Compass and select Single Sign-On
To check if your Payee has registered in our system, go to: Payment Compass and select Single Sign-On
You are signing in with your Business Systems (Single Sign-On) and not your Active Directory.
You are signing in with your Business Systems (Single Sign-On) and not your Active Directory.
Once you are logged in, use enter your Payee's name in "Search for Payee"
Once you are logged in, use enter your Payee's name in "Search for Payee"
- Note: If you are searching using their name, enter their first name and then last name. If they are not coming up, reverse the order before sending your payee a new registration link.
- If your payee is NOT in the system follow the instructions in Payment Compass Registration
- If your payee is in payment compass, proceed with the process.
Go to: UC San Diego Services & Support and select Budget & Finance and Get Help
Go to: UC San Diego Services & Support and select Budget & Finance and Get Help
If you are not already logged in, you will be asked to Log in. Note the sign in for this system is Active Directory.
If you are not already logged in, you will be asked to Log in. Note the sign in for this system is Active Directory.
Scroll down until you find Invoices & Payables (or you can select it under categories to the left). Select "Payment Request"
Scroll down until you find Invoices & Payables (or you can select it under categories to the left). Select "Payment Request"
Complete Payment Request
Complete Payment Request
Complete Supplier/Payee Information
Complete Supplier/Payee Information
Complete Payment Information
Complete Payment Information
Under Char of Accounts Information, select "Add" to enter your COA
Under Char of Accounts Information, select "Add" to enter your COA
Under Char of Accounts Information, select "Add" to enter your COA
Under Char of Accounts Information, select "Add" to enter your COA
- To find your COA please use the ECE Master Lookup List or the Campus Index Lookup Tool. For the Campus Index Lookup Tool, you will need to be connected via VPN.
- Note: All fields are required. If your COA has a 0 be sure to enter that 0 in the required field.
- To find Account, use the Expenditure Type PDF or if you remember old account codes, you can use the OFC Account Lookup, you will need to be connected via VPN.
When all information has been entered, select "Add"
When all information has been entered, select "Add"
Provide an answer for the questions with * next to them
Provide an answer for the questions with * next to them
Use Add attachments to add backup documentation. Once it has been added, you will see the document title above "Add attachments"
Use Add attachments to add backup documentation. Once it has been added, you will see the document title above "Add attachments"
When everything has been entered, select Submit
When everything has been entered, select Submit
To check your document, go back to UC San Diego Services & Support
To check your document, go back to UC San Diego Services & Support
- Select Budget & Finance
- Select My Stuff
- Select Tickets
If your document is still pending, it will appear as Open
If your document is still pending, it will appear as Open
If your document has been processed and paid, you will have to select "Closed" to see it
If your document has been processed and paid, you will have to select "Closed" to see it
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