NOTE: When a Payment Request is 'rejected', the expenses are still on the 'Rejected' Payment Request (because of the Expense Date Range), although now the expenses can be edited. To view what expenses are associated to a particular Payment Request, see "Expense Grid - Expenses Associated to Payment Requests".
Video Instructions
Notification
Recipient Grant Manager will receive automated email from AmpliFund.
Check Payment Request Grid for the 'Status'
Step 1: Navigate to the Award > Post-Award (top tab) > Cash Flow > Payment Requests
Step 2: View the "Status" column for any specific payment request.
Reviewing Comments about Rejected Payment Request
Step 1: Navigate to the Award > Post-Award (top tab) > Cash Flow > Payment Requests > Select Payment Request.
Step 2: View the Response and Payment Request History sections for DED comments on why it was rejected and what needs to be fixed.
Correcting Expenses Errors
Expenses had errors (missing attachment(s), grant/match amounts entered incorrectly, etc.)
Step 3: From the Award, navigate to the Expense Grid: Post-Award (top tab) > Financial > Expenses > click "Run"
Step 4: Edit any expense(s) necessary.
- Click the Edit Pencil Icon next to the Expense's Description.
- Update any of the tabs necessary in the expense popup.
- Click Save.
Step 5: Navigate back to the previously 'rejected' payment request - Post-Award (top tab) > Cash Flow > Payment Request > Select Payment Request.
Step 6: From the 'rejected' payment request, click the Edit Pencil in the top right corner.
Step 7: Update the Payment Request Information, Financial Detail, and Additional Information sections of the Payment Request if necessary.
The updates from the Step 4 will automatically be reflected, although if you created additional expenses, you may need to update the "Expense From"- "Expenses To" fields. If you had Reporting Periods attached to the Payment Request, you will have to re-attach those Reporting Periods.
NOTE: Verify/Update the "Requested Amount" field is correct. It will default to the amount in the previously 'rejected' payment request.
Step 8: Click the green Submit button.
Correcting Payment Request only Errors
Expenses are correct, the Payment Request was missing program specific attachment(s) or the 'Requested Amount' was entered incorrectly.
This section would also pertain to Advance Payment Requests (expenses are not attached during this type of payment request).
Step 3: From the 'rejected' payment request, click the Edit Pencil in the top right corner.
Step 4: Update the Payment Request Information, Financial Detail, and Additional Information sections of the Payment Request if necessary.
NOTE: Verify/Update the "Requested Amount" field is correct. It will default to the amount in the previously 'rejected' payment request.
Step 5: Click the green Submit button.