Numbering Fix
Transition:
MIT has fully transitioned to the new tool, the old RFP tool is no longer available.
Numbering here will work:
- first do this
- then do this
- this the third item
- even this will work
- with a normal identation
- second one
- number two works
- this is another third item
Numbering here won’t really work.
How to create an RFP (Request For Reimbursement)
- Click on payments and reimbursements tile on dashboard.
- To start new request press “New Request” button:
- Press “Reimbursement” and choose if you want to reimburse:
- Myself
- Someone at MIT
- External individual or supplier
Reimbursement for Someone at MIT/External individual or supplier
- Search up the person you are trying to reimburse. Your page should look like this:
You can search for someone using either their name, email. or kerb
- Press the “add line item” which should take you to a page that looks like this, where you can fill out the date of service, amount, GL, and cost object.
When you input your GL and cost object, the “type ahead functionality” system allows you to put in the name, or the number in order to find it.
Splitting the cost up (doing a split)
- After adding first line item, select “Add a split”:
- For the second line item, you can add another Gl, or cost object, or both. You can then toggle the percentage or amount that you want to divide between the two line items:
- Select continue on the top right corner.
Adding a receipt
- Select “Add a receipt”. Make sure you have the recipt on file in your device so that you are able to upload it on the next page:
When creating a request for reimbursement a receipt is REQUIRED.
- You can:
- Add as many document attachments as you want
- Continue to add more line items
- Add additional notes to AP
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