Check Request
Completed Check Request Forms Must be Emailed or Submitted in Workday!
Although the Check Request is now a PandaDoc, the completed form must still be submitted for payment via Workday or email. For Student check requests, email the completed form to Accounts Payable along with any other relevant documentation such as receipts. All other check requests must be submitted in Workday as a Supplier Invoice Request.
Check Request Usage
The Check Request form should only be used for:
- Stipends and Donations to Nonprofits
- Reimbursements for Students over $50
- Mac Money Refunds for Departed Employees
Check Request Instructions
- Initiate the Macalester Check Request (eform).
- Complete the form.
- List the Worktags to be charged and the amount.
- If all of the receipts are for the same set of Worktags, only one Worktag row need be completed.
- Enter splits to multiple Worktags on separate lines.
- Determine who has approval of the budget(s) listed. See Macalester Finance Approvals Explained for a full explanation. Enter their name as the Approver.
- If you are the only necessary approver, you may use your own name.
- Students: If you are submitting a reimbursement for a Student Org-related expense, please send your Check Request to Bess Bieluczyk (under $1,000) or Garrett Meier (over $1,000) for approval.
- List the Worktags to be charged and the amount.
- Once the Approver has signed the eform, you will receive an email from PandaDoc with the signed PDF. Send this PDF to [email protected] . If the payment requires any further approvals, copy them on this email and ask them to approve.
- Attach receipts for all reimbursable expenses.
- For missing receipts, first complete the Accounts Payable Missing Receipt Declaration and attach PDF instead of the receipt.
- Attach receipts for all reimbursable expenses.
Find your Accounts Payable approval level: Finance Approval Look-Up Tool (Macalester Staff/Faculty Login Required, may require a Chrome / Incognito window) to look up who will need to approve the expenditure OR If you have access to Finance Reports via Argos go to > My Finance Access and Approval report OR contacting Accounts Payable
Contact Accounts Payable at [email protected] with form questions.