Payment Request Form: Submission and Approval Training

This training introduces the new Payment Request Form in Optimize, which replaces the Direct Pay form in Cherwell. The form is used to submit payment requests that do not require a purchase order in CSU Buy and are not processed through Concur. Participants will learn how to navigate Optimize, access available resources, complete and submit a Payment Request Form, approve requests, and locate requests returned for correction. The session will cover payment type selection, payment and accounting information, supporting documentation, hospitality-related requests, and additional approval workflow requirements. This training is intended for employees who prepare, review, or approve Payment Request Forms.
*All sessions will be held VIRTUALLY, via Zoom. Zoom link will be provided via CSULearn registration confirmation email under 'Notes'.