This video provides a thorough overview of the My Payment Request and Payment Request - Treasury Manager features in Crimson.
My Payment Request
This tool helps your staff submit requests to your financial or accounting department for expense reports, refund contributions from a donor, or to request a contribution. Learn how to use My Payment Request.
Payment Request -Treasury Manager
This tool assists your accounting or treasury departments to track, manage, and respond to payment requests through the Crimson platform with the options to approve, pay, or reject. This feature works directly with options to create an invoice, print a check, or create an expenditure for FEC reporting. Learn how to use Payment Requests - Treasury.