Payment Accounts

Create a Payment Account

To create a new payment account, go to the “Payment Accounts” area and click “New Payment Account.”

The fields which will appear in the pop-up are:

  • Account Name: Enter a memo that will help you remember the account;
  • Type: PTAEO for Yale Users, PO for non-Yale users

Account Owner/PI

  • Name: This is the Account Owner or Primary Investigator’s name
  • NetID: This is the PI's NetID
    • If the account is a PO, enter "N/A" for the NetID field.
  • Department: This is the Account Owner or PI’s Department
  • E-mail: This is the Account Owner or PI’s email
  • Phone: This is the Account Owner or PI’s phone number.

Edit a Payment Account

To Edit a payment account, go to the “Payment Accounts” area and click on the account you would like to edit. You cannot edit an account with a PTAEO for tracking reasons. You can delete it from your view and add a new PTAEO account, however.

FAQ

PTAEOs are validated at the time a user creates a payment account and also each time a resource is reserved using that PTAEO.

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