How to use Cherwell

Cherwell Requests

Please submit all the requests listed below through Cherwell. You can provide necessary information (i.e., Chartfield string, PO #, etc.) or raise any questions through the initial submission process.

• System access request.
• Accounts receivable.
• Budget maintenance.
• General inquiries.
• Payroll corrections, HR data updates.
• Journal entries.
• Payments including IDO’s, invoices, vouchers.
• Requisitions, purchase order generation, change orders.

How to Submit a Ticket in Cherwell

Follow the steps below or watch our embedded video to learn how to submit a ticket in Cherwell.

1. Access the Cherwell Portal.
2. Log in using Clemson credentials.
3. Access the Finance Portal.
4. Access Payments and Reimbursements.
5. Choose the appropriate service tile.
6. Submit invoice for processing.
7. Add additional employee to submission (optional).
8. This person will receive ticket status updates.
9. Add information related to the submission.
10. Attach documentation to submission.
11. Verify successful file upload and submit.
12. Save to submit the request to shared services for processing.
13. Confirm submission. You will receive a request ID for tracking.<
14. Track submission status using “My Request” in the Finance Portal.

How to Update a Submitted Ticket in Cherwell

Follow the steps below or watch our embedded video to learn how to update your submitted ticket in Cherwell.

1. Log into Cherwell. Do not log into the Finance Portal.
2. Click on “My Tickets.”
3. Select the ticket you need to edit and double click.
4. Option 1: If you need to provide additional details, click on “Contact Technician.”
   1. Enter the ticket update details, then click “OK.”
   2. Confirmation will be received. Click “OK.”
5. Option 2: If you need to add an attachment, follow steps 1-3, then click on “Attach File.”
6. Click “Save” once updates are complete.

How to Track Your Cherwell Ticket Progress

You will receive an email from ITHelp when your Cherwell ticket is created and closed. Simply log into the Cherwell customer service portal to determine your ticket status. You can track tickets by clicking on “My Tickets” located on the top toolbar of the customer portal.