Advance Payment Request - 1 Page Summary

This is a summary of the Advance Payment Request - Full Instructions guide, meant to be a shortcut to users who are familiar with the process. Please see the full guide, if you would like detailed steps. We also include a 1-page PDF of this guide that can be used for quick reference and is located at the end of the article.

Advance Payment Requests are only used when expenses HAVE NOT been incurred. Check your program specific guidelines to determine whether advances are allowed.

Do NOT enter expenses before your Advance Payment Request.

1. Generating a Payment Request
   1. Grants Management (left navigation) > Grants > [Select Grant]
   2. Post-Award (tab at top) > Cash Flow > Payment Request > + Plus Icon (top right)
      1. Enter: Payment Request Name, Date Created
      2. Related Reporting Period(s): Leave Blank
      3. Expenses From/To: Leave Blank (Do Not Enter Any Dates. Delete if accidentally entered.)
      4. Payment Type: Advance
      5. Projected Expenses: Enter 0 unless your Program Guidelines requires this estimate at this time.
      6. Match Contribution: Enter 0 unless your Program Guidelines requires this estimate at this time.
      7. Enter ‘Requested Amount’ (Grant Funds Requesting in this Advance)
      8. Add optional comments or upload files (uploads-not applicable to all programs).
      9. Click Submit to send completed Payment Request to Program Rep.