Check Disbursement Requests (CDRs)

To submit or approve a CDR, you must have access to Laserfiche Forms. If you have not yet been provisioned access, please visit the CDR user modification page to submit your request. If you are unsure whether you have the appropriate access, email operations@uofoundation.org. ​​

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How to get started

To access Laserfiche Forms and start a CDR, follow these steps:​

1. Login to the VPN (if not on the UO network, VPN is required if you are not on a UO network) 

2. Visit https://login.uofoundation.org.   

3. Log in using your credentials. 

4. Click on the Laserfiche Forms icon. 

5. Select "Start Process" from the top navigation bar. 

6. Click "Start" next to the CDR process to begin. 

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The recommended browser for Laserfiche Forms is Chrome, unfortunately Safari is not supported. 

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Refer to these detailed and printable user desktop guides or the recorded training below for step-by-step guidance on filling out each field in the form.  

• Preparer User Guide

• Approver User Guide

 

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Supporting Documentation:

• Attach all related invoices, itemized receipts, travel and other applicable documentation to your Laserfiche CDR submission. 

• Additional supporting documentation may include the following. ​​

  • Missing Receipt Affidavit: Required for any expenses greater than $75 that are not accompanied by a receipt. If no receipt exists and the expense amount is between $25 and $75, a credit card receipt will suffice as appropriate documentation in lieu of an itemized receipt. If no credit card receipt exists, share the bank statement.  In the event that there is no documentation to support proof of purchase for the expense, a Missing Receipt Affidavit is required. ​

  • Personal Services Confirmation: For requests of payment to an individual for contracted work.

  • Travel and Entertainment Log (Word version): Required for expenses that include travel, food, and/or entertainment. 

• Receipts must be submitted within six months for reimbursement. 

• Select the appropriate campus expense code, a list of codes can be found here.​

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Approvals:

• Select an authorized signer to route your request for approval using Laserfiche Forms.​​

  • To ensure that all submitters, budget managers, and authorized signers are active in the Foundation's system, update your users by completing this CDR permissions modification form. ​​

  • When paying a reimbursement to an individual who is an authorized signer, the signature of a different authorized signer is required. ​