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reimbursementrequest [2021/06/18 20:28] – 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. If you only have access to enter and save requests, you can only update requests that you created.+<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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 VCV Under **Dates**: VCV Under **Dates**:
  
-^Begin Date|Type the grant begin date in the MM-DD-YYYY format. Or, select a date from the calendar.| +^Begin Date|Displays the grant begin date in the MM-DD-YYYY format.| 
-^End Date|Type the grant end date in the MM-DD-YYYY format. Or, select a date from the calendar.  |+^End Date|Displays the grant end date in the MM-DD-YYYY format.  |
  
  
 VCV Under **Reserve**: VCV Under **Reserve**:
  
-^Reserved Percent|Type the reserved percentage amount. Valid values are 0-100. |  +^Reserved Percent|Displays the reserved percentage amount. |  
-^Reserved Amount |Type the reserved amount. This amount cannot be greater than 999,999,999.99.|+^Reserved Amount |Displays the reserved amount.|
  
  
 VCV Under **Final Report**: VCV Under **Final Report**:
  
-^Due Date|Type the final reporting due date for the grant. This date must be after the grant **End Date**. |  +^Due Date|Displays the final reporting due date for the grant.  |  
-^Processed Indicator|This field is read-only and is automatically updated after the final transaction is submitted for a **Year** and **Grant ID**.|+^Processed Indicator|This field is automatically updated and selected after the final transaction is submitted for a **Year** and **Grant ID**.|
  
  
 VCV Under **Summary**: VCV Under **Summary**:
  
-^Total Award|The original amount of the award plus or minus any amendments that have been approved (posted) is displayed.| +^Total Award|Displays the original amount of the award plus or minus any amendments that have been approved (posted).| 
-^Reimbursements|The reimbursement amounts that have been paid are displayed.|  +^Reimbursements|Displays the reimbursement amounts that have been paid.|  
-^Pending Reimbursements|The reimbursement amounts that have been approved but not paid are displayed.  |  +^Pending Reimbursements|Displays the reimbursement amounts that have been approved but not paid.  |  
-^Eligible Remaining|The eligible remaining amount of the award (calculated **Total Award** - **Reimbursements** and **Pending Reimbursements** = **Eligible Remaining**) is displayed.|  +^Eligible Remaining|Displays the eligible remaining amount of the award (calculated **Total Award** - **Reimbursements** and **Pending Reimbursements** = **Eligible Remaining**).|  
-^Matching Funds|The total amount of matching funds is displayed.| +^Matching Funds|Displays the total amount of matching funds.|
  
  
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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. 
 +  * 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.
  
-====View details:====+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> 
 +\\  \\ 
 +====View/edit details:====
  
 VCV Under **Transactions**: 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.| ^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|The transaction date is displayed.  |+^Date|Displays the transaction date.  |
 ^Type|{{page>general:grantprojects_transactiontype}} |  ^Type|{{page>general:grantprojects_transactiontype}} |
 ^Status|{{page>general:grantprojects_transactionstatus}}  |  ^Status|{{page>general:grantprojects_transactionstatus}}  |
-^Budget Amount|The transaction budget amount is displayed. If the transaction type is periodic, the budget amount is 0.00. |  +^Budget Amount|Displays the transaction budget amount. If the transaction type is periodic, the budget amount is 0.00. |  
-^Reimbursement Amount|The transaction reimbursement amount is displayed. If the transaction type is original or amended, the reimbursement 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.  |  
-^Payment Date|The transaction payment date is displayed.  If the transaction type is original or amended, the payment date will be blank. |+^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.|
  
  
-VCV Click **Save** to save the request without submitting it for approval. +====Other functions and features:====
- +
-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> +
  
 +^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.1624048121.txt.gz · Last modified: 2021/06/18 15:28 (external edit)

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