Table of Contents
js#thread navbar nocookie msort nsort
Sidebar
business:release_5_0_0400_ssafamanagement
This is an old revision of the document!
NEW: SSA Fiscal Agent Management
The new SSA Fiscal Agent Management feature provides fiscal agents a more efficient way to handle grant budget amendments and reimbursement requests from SSA members. ESCs and LEAs can both be fiscal agents. When both entities use ASCENDER, this feature allows for a seamless exchange of electronic budget amendments, reimbursement requests, approvals, and disbursement payments.
District Administration > Tables > Electronic Signatures
❏ Added GP to the application list allowing the upload of electronic signatures to be used in the Grants and Projects application.
Grants and Projects > Tables > SSA Grants > Grant Types
❏ Added this tab to allow fiscal agents to maintain a list of grant types and descriptions, which can be used to facilitate the appropriate workflows and member notifications for each grant type.
Grants and Projects > Tables > SSA Grants > Payment Dates
❏ Added this tab to allow fiscal agents to maintain a list of cut-off dates and expected payment dates for each grant type per member.
Grants and Projects > Tables > SSA Approval Path
❏ Added this page to create and maintain the sequence or hierarchy of approvers for member grant budget revision requests and reimbursement requests.
Grants and Projects > Tables > SSA Alternate Approvers
❏ Added this page to assign alternate approvers to approvers who are unable to perform their assigned approval duties during a specified timeframe for member grant budget revision requests and reimbursement requests.
Grants and Projects > Tables > SSA Members > Member Information
❏ Added this tab to allow fiscal agents to maintain member data records.
Grants and Projects > Tables > SSA Members > Bank Code
❏ Added this tab to allow fiscal agents to maintain bank information for members receiving payments via electronic funds transfer. In addition, the fiscal agent can use the Security Administration application to limit the users who can access this information.
Grants and Projects > Maintenance > Member Grants > Grant Maintenance
❏ Added this tab to allow fiscal agents to view and maintain various details related to a specified grant year, ID, type, or member (county district) record.
Grants and Projects > Maintenance > Member Grants > Object Maintenance
❏ Added this tab to allow fiscal agents to add budget details allocated by object class for a specified year and grant ID.
Grants and Projects > Maintenance > Approval Dashboard
❏ Added this page to allow signed-on approvers to view a list of all member grant budget revision requests and reimbursement requests awaiting approval for a year/grant type. Approvers can elect to approve all requests, individual requests, or return all requests or individual requests. Additionally, approvers can update the details in an individual request prior to approving or returning the request.
Grants and Projects > Utilities > Grant Payments > Create EFT File
❏ Added this tab to create an EFT file to send to the bank for electronic funds transfer of grant reimbursement payments.
Grants and Projects > Utilities > Grant Payments > Revise EFT File
❏ Added this tab to edit an existing EFT file prior to sending the file to the bank for electronic funds transfer of grant reimbursement payments.
business/release_5_0_0400_ssafamanagement.1619540136.txt.gz · Last modified: 2021/04/27 11:15 (external edit)