Grant Requests are used to recommend and approve payments from a fund. The request goes through review and approval before any payment or accounting transaction occurs.

1. A grant is requested from a fund
2. The system checks the available grant budget
3. The grant is reviewed and approved
4. A payable/disbursement is created for payment

1. Continue to review Grant Request as users have been doing previously.
2. When a Grant Request is ready to be accepted click the “Accepted” button
3. When the Grant Request is accepted it creates the Funding Request, Fund Distribution(s), and Fund Expenditure(s). This will also complete Review 1 on the Funding Request.

As noted above, Review 1 is already completed. Now on to the next part of the review process. In Review 2, the user must review the Funding Request record and any supporting documentation loaded to Files.

1. Begin by selecting the Funding Request list view called “Pending Review 2”. Records shown have Review 1 completed, Review 2 not completed and Status=Review in Progress.
2. User can select the Split View option to see the list along the left side and record details in the main section.
3. Once user has reviewed, click “Review 2 Complete” button
4. A popup opens, click “Save”. Note: The person who clicks Review 2 can’t be the person who entered the record and is the user who completed Review 1.
5. The Funding Request status changes to Awarded and the Review 2 checkbox is populated along with Reviewer 2 User and Reviewer 2 Datetime.
6. Records are now ready to Post

Did approval send the money? No — payment occurs during disbursement processing.

Why can’t I approve the grant? The fund may not have enough available grant budget.

Can I edit after approval? Approved grants should be amended or reversed to preserve audit history.

What is the difference between approval and payment? Approval authorizes the grant. Disbursement issues the payment.