COOL System and Payment Process Training Notes and slides

COOL System and Payment Process Training Notes and slides

COOL Account Access

• • COOL
    • The COOL Account can be accessed using this link: https://www.coolfaces.net/COOLPNW/Individual/ShowIndividualPage.aspx
    • Please be advised that the contact for the COOL Account is Helen Curtis. Erica Montgomery is no longer working on COOL Account Data.
    • Whenever you have Questions about your COOL Account. Please contact either pnwcool@pnw.edu or studentlife@pnw.edu
    • Please remember when submitting a Payment in COOL, that two other officers will need to approve the payment before it is processed.

COOL to SSF

• COOL to SSF
  • There is a way for your organization to utilize Our Student Life Purchasing Cards to make large purchases with money from your COOL Account.
    • Step 1: email studentlife@pnw.edu with a screenshot of your COOL account and the amount you are planning to spend.
    • Step 2: Add the School as a Payee to your COOL Account by using the following Information
      • Name: Purdue University Northwest
      • Address: 2200 169^th st Hammond, IN 46323
    • Step 3: Create a Payment using the School as a Payee and using your Quote, Receipt, or Invoice as the unattached documentation. In this step, be sure to include your SSF Account Number in the Notes of the payment
    • Step 4: Make your Purchase with the student life P-Card and return the Card and Receipt to the Dean of Students Office in CLO 152

Be advised, this process is undergoing changes within the office of Student Life (COOL to SSF)