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reimbursementrequest

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reimbursementrequest [2021/06/21 16:47] – 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 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//.   * 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 Budget Revision Request pop-up window and make the necessary changes.+  * 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. 
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 ^Budget Amount|Displays the transaction budget amount. 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|Displays the transaction reimbursement amount. 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.  |
 +^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. | ^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.1624294061.txt.gz · Last modified: 2021/06/21 11:47 (external edit)

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