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general:grantsprojects_reimbursementrequest
Reimbursement Request
If the transaction type is Periodic, the Reimbursement Request pop-up window opens with the corresponding budget details.
• If the transaction status is Pending, Posted, or Submitted, the details in the pop-up are read-only.
• If the transaction status is Returned or Saved, only the Reimbursement Request and Matching Funds fields in the pop-up can be edited.
The transaction date and status are displayed.
Review the data, indicate the reimbursement and matching fund amounts (if any), and save or submit the request.
| Object | Displays a list of the six predefined object classes for each year and grant ID: 61XX, 62XX, 63XX, 64XX, 65XX, and 66XX. |
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| 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). |
| Reimbursements | Displays the reimbursement amounts that have been 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). |
| 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. |
| 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. |
| 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. • 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. |
❏ Click Save to save the request without submitting it for approval.
❏ Click Submit to submit the request for approval.
❏ Click Cancel or X to close the pop-up window.
| Documents | Depending on your level of 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. View or attach supporting documentation. |
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general/grantsprojects_reimbursementrequest.txt · Last modified: 2021/06/29 11:35 (external edit)