This is a detailed guide of the Advance Payment Request process. If you are familiar with the process, you may view the Advance Payment Request - 1 Page Summary guide for a quick reference.
NOTE: Check your program specific guidelines to determine whether advances are allowed.
Video Instructions
How to Request your Advance
Step 1: Post-Award (top tab) > Cash Flow > Payment Requests
This is the Payment Request grid. This will list all submitted and unsubmitted Payment Requests.
Step 2: Click the + icon in the top right corner.
Step 3: Complete the Payment Request Information section.
Payment Request Information
| Payment Request Name: |
An auto-generated Payment Request Name will appear in the Payment Request Name field. Delete this, and enter the following: "Payment Request #"
|
| Date Created: | Today’s date. |
| Related Reporting Period(s): | Leave Blank - if this is viewable on your Payment Request. |
| Expenses From: | Leave Blank - if this is viewable on your Payment Request. |
| Payment Type: | Select Advance. |
Step 4: Complete the Financial Detail section.
| Projected Expenses | Enter 0 unless your Program Guidelines requires this estimate at this time. |
| Match Contribution | Enter 0 unless your Program Guidelines requires this estimate at this time. |
| Requested Amount: | Enter your requested Grant Funds. |
NOTE: Payment Requests with 'Requested Amounts' that do not match the Award's contract terms will be rejected.
Step 5: Complete the Additional Information section.
Additional Information
| Comments: | Dependent on Program-Specific Guidance if text should be entered here. |
| Attachments: | Dependent on Program-Specific Guidance if an attachment(s) is needed here. |
Submit Advance Payment Request
Step 7: Click Submit when you are done. This will create an automatic email to your Program Rep that you have submitted this Payment Request. To verify the Payment Request has been successfully submitted, view the Payment Request Status is "Submitted".
Click Create if you want to submit later.
Payment Request Notification
The Award's Recipient Manager will receive an email notification when the Payment Request has either been ‘Approved’ or ‘Rejected’ by your Program Rep.
What Happens after your Advance?
After you receive your advance, you will still need to track your expenses from that advance. See your program specific guidelines on which process to follow to do so.