Customer Finance Administrator

Customer Finance Administrators without a PPMS account

Customer Finance Administrators are not required to have their own PPMS accounts. Customer Finance Administrators who are listed as the PPMS Group Administrative Contact will receive emails any time a member of the PI’s group will be invoiced for services.

No action is required by the Customer Finance Administrator unless they feel the charges are incorrect or that the incorrect financial account is being charged. If there is an issue, please email the Core Facility directly or contact ppms@ucdavis.edu.

 

PPMS accounts for Customer Finance Administrators

Customer Finance Administrators wishing to see detailed descriptions of charges or view historical charges are recommended to create a PPMS account.

If you are a Finance Administrator for multiple PIs using PPMS and wish to see detailed descriptions and historical charges for each PI, please email ppms@ucdavis.edu with a list of PIs.

 

View Upcoming and Historical Invoices

1. From HOME >> GROUP/ACCOUNT MANAGEMENT Tab
2. Under Group management, Select the invoice you wish to view
   -Draft invoices: will show any upcoming charges.
   -Final invoices: will show all completed charges.

Manage a Financial Account

(Though potentially a cumbersome task,) Customer Finance Admins may request to Manage specific financial accounts in PPMS. As the manager, you will receive notifications any time anyone in PPMS requests to charge against this specific account you manage – it is no longer limited to members of your group.

1. From HOME >> GROUP/ACCOUNT MANAGEMENT Tab or from HOME >> PROFILE tab
2. Under Request authorization to manage a financial account, Select New account management request
3. Enter the financial account and select from the drop down list.
   -If the account does not appear in the dropdown, Select Create a new account
4. Click Save
5. Click Ok to confirm
6. Your request will be approved by a PPMS admin