View and Print a Payment Allocation Report

You can view a history of the payment requests that have been paid, in order to determine the payee, disbursement date, payment ID number, adjustment ID number, amounts, dates, and so on.

View a payment request history as follows:

1. Click the Financial tab at the top of the screen.

2. Click the Payment tab.

3. Click the Payment Search link in the navigation bar on the left. The Payment History Search Criteria search screen appears.

4. Click the + next to the link or links for which you want to conduct your search. The more criteria entered the narrower the search.   

5. Click the Search Payment History button. The records that match your criteria appear in the Payment History Search Results table.

6. Click the View link for a record. The Payment Request Information screen appears.

7. Click Close. You are returned to the Payment History Search Criteria screen.

8. In the Options drop down; select Payment Allocation Report.

9. Click Go. The Document Details screen appears.

10. Select PDF or Excel radio button. Click Generate Report button.

11. The document can be saved or you can click the Print icon at the top of the screen.