Transcript ECHECK REQUEST APPROVER GUIDE Updated 08/10/2013 https://enet.miami.edu Approver Responsibilities  As an approver within the UMeNET eCHECK system, you are responsible for daily approvals of.

ECHECK REQUEST
APPROVER GUIDE
Updated 08/10/2013
https://enet.miami.edu
Approver Responsibilities
 As an approver within the UMeNET eCHECK system, you
are responsible for daily approvals of any eCHECK request
submitted by your department or division.
 Every time there is a pending request awaiting your
approval, you will receive a notification e-mail from
UMeNET indicating the action needed to move the request
through the approval process.
 As soon as all approvals have been submitted, the check
will be ready to print and mail.
Purpose
This user guide serves the following purposes:
• Introduction to ARIBA login procedures and account setup for first
time users.
• Introduce users to UMeNET login procedures and UMeNET Profile
setup.
• Step by Step Approver guide for completing an eCHECK Request
within UMeNET in accordance with new eCHECK policy D-010E.
First Time Users:
Please start at the beginning of this user guide
Returning Users:
If you have set up your account please skip to the slide titled Reviewing
Requests (slide 13)
Sign On
Enter Your CaneID and myUM password to login.
Profile Setup
If you are a first time user this is the screen you will see after logging
in. Click OK to continue with your UMeNET profile setup.
Profile Setup
After clicking OK you will be taken to your personal profile. Click the
Account/Ship link to continue with setting up your UMeNET profile.
Profile Setup
• Once on the Account/Ship page, click the drop down arrow for Default
Billing Address and select Search for more…
• This is also where you can enter a default account. If you choose to enter
one it will always auto-populate your account field with this information.
Remember that this is an optional field.
Profile Setup
On the Search Page for Default Billing Address select
Accounts Payable Suite 750.
Profile Setup
Next, click the drop down arrow for Default Shipping
Address and select Search for more…
Profile Setup
 On the Default Shipping
search page, select your
search field (Name,
Street, Campus,
Department). Next enter
your search criteria and
the search button. Then
click the Select button
next to YOUR
department’s address.
Profile Setup
Click Submit after reviewing the changes you have made. Once
submitted, you will be given the option to return to the home page.
Profile Setup
You have now completed your profile setup, click Return to
the Ariba Home Page to continue.
Reviewing Requests
From the Home dashboard you will see any pending eCHECK
Requests which require your approval in the To Do section.
Reviewing Requests
Click on the ID Number or title to review the document(s)
you are going to approve.
Reviewing Requests
Upon clicking the link for the document you wish to approve, you will be
brought to the Approval Summary screen. Here, you are able to see the details
of the eCHECK, including attachments. You can individually approve requests
after reviewing them in the Approval Summary screen, by clicking on
Approve at the top of the screen for each request.
Reviewing Requests


To view any attachments included with the request in the Approval
Review screen, scroll down to the bottom, then click on the attachment
you wish to view. A new window will pop up with the image of the
document selected (make sure you pop up blocker is disabled).
This is also where you can add a comment or attachment, if needed.
Editing Requests
You can Edit the details of a request by clicking the
Edit button located at the top center of the Approval
Summary page.
Editing Requests
You will be directed to the original body of the request. After making
any changes, click on Submit and the request will be saved with the
new information. Note: This request has not been approved yet. You
will then have to go back to your “To Do” section approve it.
Approving Requests
You can approve requests individually after reviewing
them in the Approval Summary screen, by clicking on
Approve at the top of the screen for each request.
Approving Requests
When you approve a request, you have the option to enter
any comments and archive the request in a different
folder/label for future reference. When done, click OK.
Denying Requests
If you wish to deny a request, click on Deny and provide a
Comment indicating the reason for the rejection. Also
indicate any changes that need to be made to the request in
order for it to be approved. Click OK when done.
Changing E-mail Preferences
If you wish to change your e-mail notification
preferences click on the Preferences drop down menu
from the Home Dashboard and select Change email
notification preferences.
Changing E-mail Preferences
After selecting Change email notification preferences, you
will be brought to the Edit Email Notification Preferences
page. Click The drop down arrow and select eCHECK.
Changing E-mail Preferences
Review your options and select how you would like to receive
notifications. If you would only like to see a daily approval email, make sure Send email Summary and Send Once are
selected. After making changes, select save.
Delegate Approval Authority
 If you are ever out of the office, the system allows you to
temporarily assign someone else to replace you in the approval
flow. This way the eCHECK Requests aren’t held up while
you’re out of the office.
 If you wish to delegate your approval authority, click on the
Preferences drop down from the Home Dashboard and select
Delegate authority.
Delegate Approval Authority
Once on the Delegate Authority page, select the drop down
arrow for Delegatee and select the person who will be
approving on your behalf. If they are not listed, select
Search for more.
Delegate Approval Authority


In the search field, type in your intended delegatee’s name
then select Search.
This will bring up any mathces, find your delegatee from the
list and click Select.
Delegate Approval Authority


After Selecting your delegatee, enter both your Delegation
start and end date by clicking the calendar icons then
enter a Delegation Reason.
Once these fields have been completed, select Next.
Delegate Approval Authority
Next, you will be brought to the Approval Flow page.
This will indiacte who needs to approve your request to
delegate authority. Select Next to review changes.
Delegate Approval Authority
Review your Delegation Request and click Submit.
Your delegatee is now able to approve eCHECK
Requests on your behalf for the indicated time period.
Questions?
Contact the Disbursements Office
Allison Gilbert
Sr. Technical Analyst, Accounts
Payable
[email protected]
(305) 284-6787
Elsa Liauwapau
Director, Accounts Payable
[email protected]
(305) 284-2287