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Difference between revisions of "Reimbursements for OWASP accounting"
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| + | ''Back to [[Reimbursement Process Details]]'' | ||
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| + | The process for the OWASP accounting team handling reimbursement requests is as follows: | ||
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| + | (1) You'll get notification that you've been assigned to a request | ||
| + | [[File:Acct-01.png|alt=OSD accounting team assigned to reimbursement request|center|thumb]] | ||
| + | (2) Log into OWASP Service Desk using the email link e.g. click on the OSD-21 (the request ID) | ||
| + | [[File:Acct-02.png|alt=OSD accounting's first view of a request|center|thumb]] | ||
| + | Note: If you've never been to OSD before, you'll have to [[OWASP Service Desk Signup|Sign up first]] | ||
| + | |||
| + | (3) Review the request. If you want to see the original request in full, use the "View customer request" link to open it in a new tab | ||
| + | [[File:Orig-request-01.png|alt=OSD link to the original request|center|thumb]] | ||
| + | [[File:Orig-request-02.png|alt=OSD top of the original request|center|thumb]] | ||
| + | [[File:Orig-request-03.png|alt=OSD middle of original request|center|thumb]] | ||
| + | [[File:Orig-request-04.png|alt=OSD bottom of original request|center|thumb]] | ||
| + | |||
| + | Note: scrolling will be required : -) | ||
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| + | During your review, if you find you need more information to make payment, you can use a comment to ask the submitter question(s). | ||
| + | [[File:Acct-03.png|alt=OSD using comments to get info needed for payments|center|thumb]] | ||
| + | [[File:Acct-04.png|alt=OSD comment added asking for info needed for payment|center|thumb]] | ||
| + | If you ask a question, you'll get notified when they respond | ||
| + | [[File:Acct-05.png|alt=OSD notification of answer to question on payment|center|thumb]] | ||
| + | And it will be in the request comments as well: | ||
| + | [[File:Acct-06.png|alt=OSD Answers appear in the comment thread|center|thumb]] | ||
| + | (4) Review complete and payment has been made, add a comment with the payment information | ||
| + | [[File:Acct-07.png|alt=OSD adding payment info to request|center|thumb]] | ||
| + | [[File:Acct-08.png|alt=OSD comment with payment info|center|thumb]] | ||
| + | (5) Update the status to Paid | ||
| + | [[File:Acct-09.png|alt=OSD changing status to paid|center|thumb]] | ||
| + | now the request shows paid | ||
| + | [[File:Acct-10.png|alt=OSD request status is paid|center|thumb]] | ||
| + | (6) Either close the request after its been paid or wait until the payment is reconciled. ''TBD - Need to confer with Tom P'' | ||
| + | [[File:Acct-11.png|alt=OSD closing a request|center|thumb]] | ||
| + | You're done with the request | ||
| + | |||
''Back to [[Reimbursement Process Details]]'' | ''Back to [[Reimbursement Process Details]]'' | ||
Revision as of 02:12, 24 August 2017
Back to Reimbursement Process Details
The process for the OWASP accounting team handling reimbursement requests is as follows:
(1) You'll get notification that you've been assigned to a request
(2) Log into OWASP Service Desk using the email link e.g. click on the OSD-21 (the request ID)
Note: If you've never been to OSD before, you'll have to Sign up first
(3) Review the request. If you want to see the original request in full, use the "View customer request" link to open it in a new tab
Note: scrolling will be required : -)
During your review, if you find you need more information to make payment, you can use a comment to ask the submitter question(s).
If you ask a question, you'll get notified when they respond
And it will be in the request comments as well:
(4) Review complete and payment has been made, add a comment with the payment information
(5) Update the status to Paid
now the request shows paid
(6) Either close the request after its been paid or wait until the payment is reconciled. TBD - Need to confer with Tom P
You're done with the request
Back to Reimbursement Process Details
