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Click to view the corresponding details for the transaction and any documents attached to the transaction. Depending on the status, you can edit, save, and submit budget revision and reimbursement requests.

Click Cancel to return to the Grant Lists page.

❏ Under Transactions, a list of transactions for the selected Year and Grant Type/ID is displayed. The transaction list is sorted in descending order by date. The status and payment date are updated when a transaction is processed and paid.

Depending on the transaction type, either the Budget Revision Request or the Reimbursement Request pop-up window opens.

Budget Revision Request

If the transaction type is Original or Budget Revision, the Budget Revision Request pop-up window opens with the corresponding details.

• If the transaction status is Posted or Submitted, the details in the pop-up are read-only.

• If the transaction status is Returned or Saved, the details in the pop-up can be edited.

The transaction date and status are displayed.

Review the Budget data, indicate the revision amount, and save or submit the request.

Object	Displays a list of the six predefined object classes for each year and grant ID: 61XX, 62XX, 63XX, 64XX, 65XX, and 66XX.
Total Award	Displays the total award amount for the corresponding object class, which includes the original amount of the award plus or minus any amendments that have been approved (posted).
Revision Amount	If you need to move amounts between object classes, type the applicable revision amounts. The total revision amount for the request must net to a zero amount.
Reimbursements	Displays the reimbursement amounts that have been paid.
Pending Reimbursements	Displays the pending reimbursement amounts that have been approved but not paid.
Eligible Remaining	Displays the eligible remaining amount of the award (calculated Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining).
Matching Funds	Displays the total amount of matching funds.
Total	Displays the totals for each column.

❏ Click Save to save the request without submitting it for approval.

❏ Click Submit to submit the request for approval.

❏ Click Cancel to close the pop-up window or X to close the pop-up window.

Documents	Depending on your level of access to a grant type, the Documents button is displayed and you can view, upload, and delete supporting documents. A paperclip icon displayed on the Documents button to indicate that the request has existing document attachments. View or attach supporting documentation.

Reimbursement Request

If the transaction type is Periodic, the Reimbursement Request pop-up window opens with the corresponding budget details.

• If the transaction status is Pending, Posted, or Submitted, the details in the pop-up are read-only.

• If the transaction status is Returned or Saved, only the Reimbursement Request and Matching Funds fields in the pop-up can be edited.

The transaction date and status are displayed.

Review the data, indicate the reimbursement and matching fund amounts (if any), and save or submit the request.

Object	Displays a list of the six predefined object classes for each year and grant ID: 61XX, 62XX, 63XX, 64XX, 65XX, and 66XX.
Total Award	Displays the total award amount for the corresponding object class, which includes the original amount of the award plus or minus any amendments that have been approved (posted).
Reimbursements	Displays the reimbursement amounts that have been paid.
Pending Reimbursements	Displays the pending reimbursement amounts that have been approved but not paid.
Eligible Remaining	Displays the eligible remaining amount of the award (calculated Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining).
Reimbursement Request	Type the amount of the reimbursement request. This field can only be edited if the transaction Type is Periodic and the Status is Saved. Otherwise, the field is disabled.
Matching Funds	Type the total amount of matching funds. This field can only be edited if the transaction Type is Periodic and the Status is Saved. Otherwise, the field is disabled.
Total	Displays the totals for each column.
Final Report	Select to indicate that the reimbursement request will be the last transaction for the Year and Grant ID. After the final transaction is submitted for a grant year and ID, no other requests can be submitted, the transaction type is changed to Final, and the Processed Indicator is automatically selected. • Pending Periodic transactions that were submitted before or with the request with the Final Report Indicator selected will be allowed to be processed. • Any pending or returned Periodic transactions that have not been submitted will not be allowed to be submitted for approval.

❏ Click Save to save the request without submitting it for approval.

❏ Click Submit to submit the request for approval.

❏ Click Cancel or X to close the pop-up window.

Documents	Depending on your level of access to a grant type, the Documents button is displayed and you can view, upload, and delete supporting documents. A paperclip icon displayed on the Documents button to indicate that the request has existing document attachments. View or attach supporting documentation.

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