Navigate to [engage.gatech.edu](http://engage.gatech.edu)

Click here to find the organization you want to submit a request for.

To navigate to your finance tool, hover over the relevant organization's profile picture and select the gear icon. 

Students that are not finance officers will first have to be granted "finance" access by their organization to submit a request.

After the toolbar appears, select "finance".

Once brought to the finance tool, you will be focusing on the purchase section, as this is where your submitted SOFO request will appear.

To submit a purchase request/reimbursement, select the "create request" button.

For SOFO Purchases and Reimbursements, students will click "Create Purchase Request". 

The "Budget Request" button is what students will select when submitting a bill to SGA, parents fund, or the student foundation. 

The "Funding Request" button would be used for an organization that wanted to request money be moved into their account (ex. hosted a fundraiser and needs to add funds).

Once you begin the purchase request, be sure to fill in any and all relevant details. 

Request Details
POPULATE FROM BUDGET
Subject 
Description 
Requested Amount
$
Categories
---- Select Category ----
Custodial Funds Allocation
Example Budget
Foundation Allocation
MOVE Service Grant
Parents Fund for Student Life & Leadership Grant
SOFO Purchase/Reimbursement: A-H (Select this if your RSO name begins with A-H)
SOFO Purchase/Reimbursement: L-Ra (Select this if your RSO name begins with L-RA)
SOFO Purchase/Reimbursement: Re-Soc (Select this if your RSO name begins with Re-Soc)
SOFO Purchase/Reimbursement: Sol-Z (Select this if your RSO name begins with Sol-Z)
Student Foundation Grant
Student Government Association Bill/Budget
Account
SELECT...

Starting with the request details, you will be asked for a:

1. Subject
2. Description
3. Amount
4. Category
5. Account

If you have previously submitted an approved budget via Engage for a funding source, you will have the option to populate the form using information already approved in the budget/bill. 

To populate from a previously submitted budget, click here.

Once you click "populate from budget", you will see all of your approved budgets. Here, we will use information from our approved "Example" budget.

Example
Process: Example Budget Template   Date Approved: Wednesday, August 18th 2021
$1.00

Once you click on the correct budget, each line item from the budget will appear. 

BUDGET SELECTED:
Example
CHOOSE AN ITEM FROM THE LIST BELOW TO POPULATE REQUEST DETAILS
Process: Example Budget Template   Date Approved: Wednesday, August 18th 2021

Select the line item that you are completing the request for to populate its information into the form.

Here we can see that our line item's information has populated into our purchase request form. To add/change any information, simply click in the fields and begin typing.

You will also have the option to change the requested amount, if needed.

Next, you will need to select a category for your request. The categories are as follows:

1. SOFO Purchase/Reimbursement: A-H
2. SOFO Purchase/Reimbursement: L-Ra
3. SOFO Purchase/Reimbursement: Re-Soc
4. SOFO Purchase/Reimbursement: Sol-Z

Choose the appropriate category based on your Organization Name. Do not consider GT or Yellow Jacket; and for sport club just consider the sport name. 

---- Select Category ----
Custodial Funds Allocation
Example Budget
Foundation Allocation
MOVE Service Grant
Parents Fund for Student Life & Leadership Grant
SOFO Purchase/Reimbursement: A-H (Select this if your RSO name begins with A-H)
SOFO Purchase/Reimbursement: L-Ra (Select this if your RSO name begins with L-RA)
SOFO Purchase/Reimbursement: Re-Soc (Select this if your RSO name begins with Re-Soc)
SOFO Purchase/Reimbursement: Sol-Z (Select this if your RSO name begins with Sol-Z)
Student Foundation Grant
Student Government Association Bill/Budget

Here we have selected: SOFO Purchase/Reimbursement: A-H.


Next, you will need to select where the funds request in this purchase request will come from. To do this, click "select" in the "Account" section.

Here, a list of each of your SOFO accounts will appear (please note that our test account may look differently than yours). 

Here, we will select our SGA account that holds our approved SGA funds to be spent. Other options could include: custodial account, SGA funds account, Foundation account, etc. 

Next, you will complete the Payee Information section. Fill this section in with the relevant vendor/payee's information. Be sure to fill in each section to ensure payment is routed to the appropriate source.

Campuslabs

This guide provides step-by-step instructions on how students can navigate to the finance tool in their organization's profile on engage.gatech.edu. It explains how to submit a purchase request or reimbursement, and provides information on different types of requests that can be made.  Overall, this guide is useful for students who need to access and use the finance tool for their organization.

Navigating to the Finance Tool (Student View)