Finance: Submitting An Allocation Request


Please note that you need specific access in order to access the Finance tools. If the Finance page is not an option on your navigation menu, please contact your Campus Administrator to request access.


An Allocation form is filled out to request money for a budget that you have access to. To complete an Allocation request, hover over the left navigation menu and select Finance. In the top right corner of the Finance page, you will find the “Create” button. This quick button allows for fast access to the forms you need! In this example, you will click on “Create” and select “Allocation”.


The create button allows you to quickly create an expenditure request.

You can also complete an allocation request from an organization's budget page by clicking the “Create Transaction” button in the upper right corner:


Create a transaction from your organization's budget page!

Your campus has configured the Allocation request form to fit the needs of your institution, so each campus' form will look a little different.


As you fill out the form, only the budgets you have access to will populate in the budget drop down menu. You can request multiple items on each Allocation form by clicking on the "Add" button:


The Add button creates multiple sections for you to request items or services.

Once all the required fields are filled out, scroll to the top of the form and click the “Submit for Approval” button in the upper right corner.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.