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reimbursementrequest

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reimbursementrequest [2021/06/18 19:29] – emorenoreimbursementrequest [2021/07/28 19:18] (current) – emoreno
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 //**MemberPortal > Reimbursement Request**// //**MemberPortal > Reimbursement Request**//
  
-<WRAP round intro>This page is used to create and submit grant reimbursement requests to your fiscal agent. Depending on your access, you can inquire only, enter and save data, create new reimbursement requests, or perform all tasks. Your fiscal agent is responsible for assigning your member information, grant type(s), and level of accessibility.+<WRAP round intro>This page is used to create and submit grant reimbursement requests to your fiscal agent. Depending on your access, you can inquire only, enter and save data, create new reimbursement requests, or perform all tasks.  If you only have access to enter and save requests, you can only update requests that you created. 
 + 
 +Your fiscal agent is responsible for assigning your member information, grant type(s), and level of accessibility.
  </WRAP>  </WRAP>
  
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   * If you do not have access to submit reimbursement requests or if the final reimbursement request has already been submitted for the selected grant year and ID, a message is displayed to inform you.     * If you do not have access to submit reimbursement requests or if the final reimbursement request has already been submitted for the selected grant year and ID, a message is displayed to inform you.  
  
-VCV Under **Dates**:  
  
-^Begin Date|  | +The following information only displays for existing records:
-^End Date| |+
  
-VCV Under **Reserve**: +VCV Under **Dates**:
  
-^Reserved Percent| | +^Begin Date|Displays the grant begin date in the MM-DD-YYYY format.| 
-^Reserved Amount|  |+^End Date|Displays the grant end date in the MM-DD-YYYY format.  | 
 + 
 + 
 +VCV Under **Reserve**: 
 + 
 +^Reserved Percent|Displays the reserved percentage amount. |  
 +^Reserved Amount |Displays the reserved amount.|
  
  
 VCV Under **Final Report**: VCV Under **Final Report**:
  
-^Due Date|  | +^Due Date|Displays the final reporting due date for the grant.  |  
-^Processed Indicator| |+^Processed Indicator|This field is automatically updated and selected after the final transaction is submitted for a **Year** and **Grant ID**.|
  
-Under **Summary**: 
  
-^Total Award|  | +VCV Under **Summary**:
-^Reimbursements| | +
-^Pending Reimbursements| +
-^Eligible Remaining| | +
-^Matching Funds|  |+
  
 +^Total Award|Displays 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 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.|
  
-====Submit a reimbursement request:==== + 
 +====Create a reimbursement request:==== 
  
 VCV Under **Reimbursement Request**: VCV Under **Reimbursement Request**:
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 ^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.\\  \\  BBB Pending Periodic transactions that were submitted before or with the request with the **Final Report Indicator** selected will be allowed to be processed.\\  \\  BBB Any pending or returned Periodic transactions that have not been submitted will not be allowed to be submitted for approval.| ^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.\\  \\  BBB Pending Periodic transactions that were submitted before or with the request with the **Final Report Indicator** selected will be allowed to be processed.\\  \\  BBB Any pending or returned Periodic transactions that have not been submitted will not be allowed to be submitted for approval.|
  
- +VCV Click **Save** to save the request without submitting it for approval.  
-VCV Click **Save** to save the request without submitting it for approval.+  * The transaction is added to the transaction list with a **Status** of //Saved//. 
 +  * If you need to make changes to the request, click {{:images:mag_edit.png|Spyglass Icon}} to open the Reimbursement Request pop-up window and make the necessary changes.
  
 VCV Click **Submit** to submit the request for approval. The request is sent through the appropriate approval path.  VCV Click **Submit** to submit the request for approval. The request is sent through the appropriate approval path. 
 <div indent>You will receive an email notification when the request is approved/returned. <div indent>You will receive an email notification when the request is approved/returned.
 </div> </div>
-\\ +\\  \\ 
-VCV Click **Cancel** to close the pop-up window and return to the previous page. +====View/edit details:====
- +
-**Documents**:  +
- +
-If documents exist for the reimbursement request, a paperclip icon is displayed in the **Documents** button.  +
-<div indent> +
-BBB Click **Documents** to open the [[general:document_attachments|Document Attachments]] pop-up window. You can view, upload, or delete documents as needed.  +
- +
-BBB If a document is uploaded in this popup, {{:images:paper_icon.jpg|Paper Icon}} is displayed for the transaction in the **Doc** column under **Transactions**.  +
-</div> +
-\\ +
-VCV Click **Cancel** or X to close the pop-up window. +
  
 +VCV Under **Transactions**:
  
 +^Doc|If documents exist for the transaction, {{:images:paper_icon.jpg|Paper Icon}} is displayed. Click {{:images:paper_icon.jpg|Paper Icon}} to open the Document Attachments pop-up and view the existing uploaded documents. The Document Attachments feature in this view is read-only.|
 +^Date|Displays the transaction date.  |
 +^Type|{{page>general:grantprojects_transactiontype}} |
 +^Status|{{page>general:grantprojects_transactionstatus}}  |
 +^Budget Amount|Displays the transaction budget amount. If the transaction type is periodic, the budget amount is 0.00. |
 +^Reimbursement Amount|Displays the transaction reimbursement amount. If the transaction type is original or amended, the reimbursement amount is 0.00.  |
 +^Check Nbr|The check or EFT number for the reimbursement transaction is displayed after the payment is processed.  |
 +^Payment Date|Displays the transaction payment date.  If the transaction type is original or amended, the payment date is blank. |
 +^Final Report|This check box is automatically selected to indicate that the final reimbursement transaction has been paid for the **Year** and **Grant ID** (i.e.,  **Final Report** was selected when the transaction was processed.) \\  \\  Once the final transaction is processed, no other transactions can be submitted.|
  
  
 +====Other functions and features:====
  
 +^Retrieve|{{page>general:retrieve}}| 
 +^Documents|Depending on your level of [[general:documentattachmentsaccess|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.\\  \\  [[general:document_attachments|View or attach supporting documentation.]]|
 {{indexmenu_n>50}} {{indexmenu_n>50}}
  
  
reimbursementrequest.1624044579.txt.gz · Last modified: 2021/06/18 14:29 (external edit)

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