Purchase Request Guide

1. Sign into BeINvolved and go to your organization’s home page.

2. Click the “Finance” tab on the home page.
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3. Click “+ Create Purchase Request” on Finance tab. ***Note: You can only submit a purchase request if you have the President, Vice President, Secretary, Treasurer, or Officer position notation in BeINvolved. If you do not, you will need to have one of those members submit the request or be added as an officer for your organization.***
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4. On the “Create Purchase Request” page, enter the name of the initiative/event in the “Subject” field and the amount of the IU Funding Board allocation that your organization actually spent on the initiative/event in the “Requested Amount” field. Provide a brief description of how your event succeeded in the “Description” field and select your organization in the “Account” list. Choose “Approved Allocation” for the category.
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5. Leave the entire “Payee Information” section blank.

6. In the “Additional Information” section, answer all of the questions as accurately as possible and follow the directions to ensure that your spending and allocation numbers are correct. Then, upload ALL receipts from your initiative for which you spent IU Funding Board funds. If you cannot prove expenditures on approved budget lines, the funds must be returned.
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7. At the bottom of the page, check the box to acknowledge that you have submitted an SOA transfer request to transfer any unused funds back to IU Funding Board. If you are not the treasurer for your organization, you MUST have your treasurer submit the transfer request on the SOA website prior to submitting the form.
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***Please Note: If the purchase request process is not completed one month after your initiative date, your organization may be required to return all funding to IU Funding Board and will not be eligible for future funding.***