You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
As a Finance Team member, I want to expand the tick boxes at the bottom of the section " Purchase Order Required?" in the Funding Request Form. The expanded tick box options should check if the requested funds will be claimed via expense claim, invoice, or a combination of both, so that the finance and community team can easily determine the payment method and trigger appropriate processes such as Purchase Orders and Employment Status Checks if necessary.
Current question and tickbox:
"Please make sure you tick the box below if a purchase order may be required
[] Will expenses related to this request require a purchase order?"
Suggested solution Replace by the following required questions:
Who will receive the payment?
A. Me (the Fellow)
B. Third party
C. Combination of both
How will you or they be claiming?
A. Expense claim
B. Invoice
C. Combination of both
If answers 1B, 1C, 2B, or 2C are selected this should trigger an email to [email protected]:
On [date], [user] submitted a funding request which might require a Purchase Order or Employment Status Check. Please investigate and if needed contact [user] in relation to this request.
The text was updated successfully, but these errors were encountered:
As a Finance Team member, I want to expand the tick boxes at the bottom of the section " Purchase Order Required?" in the Funding Request Form. The expanded tick box options should check if the requested funds will be claimed via expense claim, invoice, or a combination of both, so that the finance and community team can easily determine the payment method and trigger appropriate processes such as Purchase Orders and Employment Status Checks if necessary.
Current question and tickbox:
"Please make sure you tick the box below if a purchase order may be required
[] Will expenses related to this request require a purchase order?"
Suggested solution
Replace by the following required questions:
Who will receive the payment?
A. Me (the Fellow)
B. Third party
C. Combination of both
How will you or they be claiming?
A. Expense claim
B. Invoice
C. Combination of both
If answers 1B, 1C, 2B, or 2C are selected this should trigger an email to [email protected]:
On [date], [user] submitted a funding request which might require a Purchase Order or Employment Status Check. Please investigate and if needed contact [user] in relation to this request.
The text was updated successfully, but these errors were encountered: