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general:grantsprojects_reimbursementrequestbutton

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general:grantsprojects_reimbursementrequestbutton [2021/09/01 19:24] – emorenogeneral:grantsprojects_reimbursementrequestbutton [2021/10/21 17:11] (current) – emoreno
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 ^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. 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.| ^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.|
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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.
  
-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.1630524289.txt.gz · Last modified: 2021/09/01 14:24 (external edit)

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