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Trace: • GP1200 - Past Final Date Without Final Report • grantsprojects_reimbursementrequest • grantsprojects_budgetrevisionrequest • Update tax/deductions
general:grantsprojects_reimbursementrequest

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general:grantsprojects_reimbursementrequest [2021/05/19 16:16] – emorenogeneral:grantsprojects_reimbursementrequest [2023/04/10 20:46] (current) – emoreno
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 BBB If the transaction status is //Pending//, //Posted//, or //Submitted//, the details in the pop-up are read-only. BBB If the transaction status is //Pending//, //Posted//, or //Submitted//, the details in the pop-up are read-only.
  
-BBB If the transaction status is //Returned// or //Saved//, only the **Reimbursement Request** and **Matching Funds** fields in the pop-up can be edited.+BBB If the transaction status is //Returned// or //Saved//, only the **Reimbursement Request** and **Matching Funds** fields in the pop-up can be edited depending on your access. 
 </div> </div>
 \\ \\
 The transaction date and status are displayed.  The transaction date and status are displayed. 
  
-Review the data, indicate the reimbursement and matching fund amounts (if any), and submit or save the request. +VCV Review the data, indicate the reimbursement and matching fund amounts (if any), and save or submit the request. 
  
 {{page>general:grantsandprojectsoverexpend}} {{page>general:grantsandprojectsoverexpend}}
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 ^Object|Displays a list of the six predefined object classes for each year and grant ID: //61XX//, //62XX//, //63XX//, //64XX//, //65XX//, and //66XX//. |  ^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). | +^Total Award|Displays the total award amount for the corresponding object class, which includes the original amount of the award plus or minus any revisions that have been approved (posted). |
 ^Reimbursements|Displays the reimbursement amounts that have been paid.|   ^Reimbursements|Displays the reimbursement amounts that have been paid.|  
 ^Pending Reimbursements|Displays the pending reimbursement amounts that have been approved but not 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**). |  ^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.| +^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. A reimbursement is used to create a transaction to reimburse a member LEA's vendor using an amount that is equal to or less than the amount available in a grant's eligible remaining amount not to exceed the over expenditure percentage amount, if applicable.| 
-^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.  | +^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// or when adding a new request. Otherwise, the field is disabled.\\  \\  This field can be used when a grantee is required to "match" the grant in some way from other sources and it has to be reported back to the granting agency. This is a way for the fiscal agent to collect that information for reporting. This field is for __information purposes only__ and does not affect grant calculations or totals.|
 ^Total|Displays the totals for each column. | ^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.\\  \\  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 Select **Final Report** 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. 
  
 VCV Click **Save** to save the request without submitting it for approval. VCV Click **Save** to save the request without submitting it for approval.
  
 VCV Click **Submit** to submit the request for approval.  VCV Click **Submit** to submit the request for approval. 
- 
  
 VCV Click **Cancel** to close the pop-up window and return to the previous page. VCV Click **Cancel** to close the pop-up window and return to the previous page.
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 **Documents**:  **Documents**: 
  
-If documents exist for the reimbursement request, {{:images:paper_icon.jpg|Paper Icon}} is displayed in the **Documents** button. +If documents exist for the request, {{:images:paper_icon.jpg|Paper Icon}} is displayed on the **Documents** button. 
 <div indent> <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 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**. +BBB If a document is uploaded in this pop-up, {{:images:paper_icon.jpg|Paper Icon}} is displayed for the transaction in the **Doc** column under **Transactions**. 
 </div> </div>
 \\ \\
general/grantsprojects_reimbursementrequest.1621441005.txt.gz · Last modified: 2021/05/19 11:16 (external edit)

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