Business

User Tools

Site Tools

Trace: • Create Periodic Invoices - BAR3150 • grantsprojects_reimbursementrequestbutton • Extra Duty - HRS8200 • grantandprojectcodes_body • Reinitialize Budget Data - BUD6200
general:grantsprojects_reimbursementrequestbutton

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:grantsprojects_reimbursementrequestbutton [2021/09/01 19:19] – emorenogeneral:grantsprojects_reimbursementrequestbutton [2021/10/21 17:11] (current) – emoreno
Line 12: Line 12:
 ^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 another 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.\\  \\  **Note**: If the total reimbursement request is zero but the matching funds is greater than zero, then the **Final Report** check box is disabled. The status is set to paid and a check record is not created.  |+^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.\\  \\  **Note**: If the total reimbursement request is zero but the matching funds is greater than zero, then the **Final Report** check box is disabled. If an approval path exists, the request status is set to a Submitted status and will go to the Approval Dashboard. If approved, the transaction will bypass the Grant Payments process and be set to a Paid status. If an approval path does not exist, the transaction will be set to a Paid status. A check transaction is not created.|
  
    
Line 21: Line 21:
 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. The request is forwarded through the designated approval path for the selected grant type.  
 + 
 +<div indent>Once the request is saved or submitted, it is displayed under **Transactions** with the appropriate status.  
 +</div>
  
 VCV Click **Cancel** or X to close the pop-up window. VCV Click **Cancel** or X to close the pop-up window.
  
  
 +**Documents**:
  
 +<div indent>Once a request is saved or submitted and if you have access to Document Attachments, click {{:images:mag_edit.png?16|Spyglass Icon}} under **Transactions** to open the Budget Reimbursement Request pop-up window. 
  
 +  * Click **Documents** to open the [[general:document_attachments|Document Attachments]] pop-up window. You can view, upload, or delete documents as needed. 
 +  * If documents exist for the request, {{:images:paper_icon.jpg|Paper Icon}} is displayed on the **Documents** button. 
 +  * 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>
  
general/grantsprojects_reimbursementrequestbutton.1630523956.txt.gz · Last modified: 2021/09/01 14:19 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.