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MyPayments Overview

Learn how MyPayments is used to request payments or reimbursements.

MyPayments (login required) is an application for requesting payments or reimbursements and replaces the Payment Authorization and Request processes. MyPayments is also used for ordering gift cards, as well as scrip and other payments or reimbursements for compensation to human subjects.

All UC San Diego staff with Single Sign-On access can use MyPayments to create payment documents.

Access MyPayments from the Business Tools drop-down menu located in the Blink header or at mypayments.ucsd.edu.

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MyPayments Inbox

The MyPayments Inbox is the home screen for working in MyPayments, and it contains the following elements:

Tables

  • Pending Documents: This table contains all of your active documents. Click the document ID that you want to view or edit.
  • Scrip: This table contains scrip documents that need recipient names to be added. Click the document ID that you want to view or edit.
  • Gift Cards: This table contains gift card documents that need recipient names to be added. Click the document ID that you want to view or edit.
  • Approvals: This table contains all of your pending approvals. Click the document ID that you want to view or approve.
  • Reviews: This table contains documents that you have been requested to review. Click the document ID that you want to review.

Available Actions

  • Create a new document: Select this option to create a new payment document.
  • Search for a document or a payee: Select this option to search for a document or a payee.
  • Document Reports: Select this option to go to the Document Reports screen.

Using MyPayments

See instructions for using MyPayments:

To help you learn how to use MyPayments, training videos are also available.

Approval Workflow

Once a payment document has been completed and submitted by the preparer, it enters the approval workflow. A documents that has entered the approval workflow can still be edited, however, editing the document will result in resetting the approval workflow. 

The document first requires departmental approval prior to being approved by Disbursements. Certain payment types, such as Awards, Gifts, Prizes also require Department Head approval prior to being approved by Disbursements. Once Disbursements receives the document, Disbursements reviews the document, and upon approval, payment is issued.

MyPayments Approvers and Department Head roles are managed using the Business Unit Management Tool.

approval workflow diagram

Help and Resources

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