Adding a payment request item

You can add a line item to the payment request. Click Items on the Payment Request line items page and select a payment type.

  1. Specify the required information in the Standard Information and Additional Information sections.
  2. Select Cost Center in the Charge Code Allocation section. You can also click the Find Cost center option to search and specify an existing charge code.
  3. Select the Project the payment request is allocated to. You can also click the Find Project option to search and specify the project.
    Note: You can either specify a cost center, or a project.
  4. Specify additional information related to the payment in the Notes section, if required.
    Note: You can also add notes at a later stage. For details, see Adding notes.
  5. Add receipts to the payment request document, if required.
    Note: You can also add receipts at a later stage. For details, see Attaching receipts.
  6. Click Save.

Example

To add the payment request line item for the Building Rent/Lease payment type:

  1. Click Add Item on the document details page.
  2. Select Building Rent/Lease as the payment type.
  3. Specify this data in the Standard Information section:
    • Unit Price: The cost per unit.
    • Quantity: The number of units required.
  4. Select Cost Center in the Charge Code Allocation section.
  5. Select Project the payment request is allocated to.
    Note: You can either specify a cost center, or a project.
  6. Specify additional information, if required.
  7. Specify additional information related to the payment in the Notes section, if required.
    Note: You can also add notes at a later stage. For details, see Adding notes.
  8. Add attachments (receipts) to the payment request document, if required.
    Note: You can also add attachments at a later stage. For details, see Attaching receipts.
  9. Click Save.
Note: The fields displayed in the Standard Information and Additional Information sections vary based on the company specific configuration.