Get Application For Accessing Lawson Accounting Unit(s) - Utoledo

Completing the Application For Accessing Lawson Accounting Unit(s) online is essential for gaining appropriate access to financial units at Utoledo. This guide provides clear and concise instructions to assist users in successfully filling out the application.

Follow the steps to accurately complete the application.

1. Click the ‘Get Form’ button to obtain the application and open it in your preferred form editor.
2. Begin by filling out the 'Access Request' section. Indicate the 'Accounting Unit(s)/Index Needed' by clearly stating the unit or index numbers necessary for your request.
3. Choose your 'Request Action' by selecting either 'Add the Accounting Unit(s) to the following Lawson user' or 'Remove the Accounting Unit(s) from the following Lawson user' depending on your needs.
4. Complete the 'Lawson Security Classes' section. Here, provide the requisition requestors' last names, first names, and UToledo IDs, ensuring that the requestor and approver are different individuals.
5. Fill in the 'Requisition AL1 Approver(s)' field, including the last names, first names, and UToledo IDs. Make sure to note the approval limits based on Grant accounts.
6. Continue to the 'Requisition AL2 Approver(s)' section and enter the necessary information regarding additional approvers, following the same format and requirements as previous sections.
7. If requesting grant accounts, fill in the 'Requisition AL3 Approver(s)' field with necessary approvers' information. Note that these approvers have specific approval authority for grant transactions.
8. Complete the 'Requested by' section by entering your department name, then print and sign your name to validate the request.
9. Ensure that approval is obtained from the department chair or director by having them print their name and sign the application.
10. For final approval, the finance office must fill in the required signature and date.
11. Once all sections are completed and signed, save your changes, download the application, and prepare to print or share it as needed.

Complete your Application For Accessing Lawson Accounting Unit(s) online today for efficient processing.