Approve & Pay an External Grant

Written by Nick Miles

Last published at: January 16th, 2020

After creating and posting an external grant, you can approve and pay the grant.

To approve a grant, you must be listed as a grant approver on the granting fund.

  1. Select Grants from the Home page.
  2. Select the Approval grant bucket.
  3. Select the grant ID that you want to approve and pay.
  4. Click I Approve.

    After selecting I Approve, the grant will move into the Voucher bucket.

  5. Click Approve Payment for each payment/installment that you want to approve.
    If you've enabled Auto Approve Grant Payments in System Data - Site Data, you can skip to step 6.
  6. Click Create to create a voucher for the payment/installment.
  7. Click Pay to pay the voucher.
  8. Select the Payment Account and Payment Date.
  9. In the Apply Amount column, enter the the amount that you want to apply, or check the box to pay the entire entire balance of the voucher.
    If there are multiple open vouchers, click Options, and group the vouchers  by Due Date, Fund, or Vendor
  10. Click Next.
  11. Select how the grantee will be paid (Check Run or Electronic), enter a Memo, and click Create Checks.