Expense Grid - Expenses Associated to Payment Requests

How to Get to the Expense Grid

Step 1: Navigate to your Award.

Step 2: Left Click Post-Award (top tab) > Financial > Expenses

 

You are now on the Expense Grid.

Step 3: Click the green Run button. This will show any previous expenses you have created (even if they are not connected to a Payment Request).

Expense Grid

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. Either 1) Edit the 'Rejected' Payment Request and re-submit, or 2) Remove the Expense Date Range from the 'Rejected' Payment Request, Save, and create a new Payment Request.

'Payment Request Name' Column

Use the 'Payment Request Name' column to view the expenses associated to a payment request. If this field is not filled in, the expense is not associated to a payment request.

If there are edit pencil icons next to the description, the expenses associated to this Payment Request have not been 'submitted'.

'Payment Status' Column

The 'Payment Status' Column is used to see if the Payment Request the expense is associated with has been approved. When the Payment Request is approved, the 'Payment Request Name' field becomes a link.

Example