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Search for a Document or Payee

Find out how to search for a document or payee in MyPayments.

Payment documents can be found by searching for either a document or payee.

Payee search instructions apply to both the Search for a document or payee tool (under the Available Actions menu), and the payee search in the Payee Information section when creating a payment document.

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Search for a Document

To start, select Search for a document or a payee from the Available Actions menu, then select the Search for a Document option.

  • You can search by any single field, or combination of fields.
    • Approvers can search for documents to approve by checking the Show Approval Link box.
  • Document IDs for MyPayments documents being with the letter M, followed by a 7-digit numeral (example: M0000001).
  • The Creation Date is set to the last two months by default.
  • An intermediate search for people is performed on all name fields.
  • After entering the search criteria, click on the Submit button.
  • Search results will display in separate window.
    • You can further refine the search results by using the Filter field in the upper right corner of the window.
    • You can also sort the search results by field by clicking on the field name.
    • Note: Use the tab on the lower right corner of the document selection window to re-size the window.
  • Select the document that you want to view or edit by clicking on the Document ID. Approvers can select a document for approving by clicking on the Approve link next to the document.

Search for a Payee

To start, select the Search for a Payee option, then select the Payee Type (Person or Business/Entity).

  • Search for a payee by Name ("Last Name, First Name" for persons), Employee ID, or Internal Reference ID (IFIS ID).
    • You must enter at least 3 characters before searching for payee.
    • If searching for a payee last name with only two characters, you can include a comma for the third character (example: Ha,).
  • You can also refine the search by using any combination of the additional search criteria.
  • After entering the search criteria, click on the Submit button (or on the search link when on the Payee Information section of a document).
  • Search results will display in separate window.
    • You can further refine the search results by using the Filter field in the upper right corner of the window.
    • You can also sort the search results by field by clicking on the field name.
    • Note: Use the tab on the lower right corner of the payee selection window to re-size the window.
  • Select the payee that you want by clicking on the Payee ID.
    • When selecting a payee for a payment document, for payees who have selected to receive payment via direct deposit, the direct deposit address type will be automatically selected for certain payment types.
    • When only one payee record matches the entered criteria, that payee record will be automatically selected.

Note: If you can not locate the payee you are searching for, the payee may still need to be set up. Use the available links to request a new payee to be set up.

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