NOTE: 'Rejected' Reporting Periods makes the expenses in that Reporting Period editable (Add/Delete expenses, Edit expenses).
Video Instructions
Notification
Recipient Grant Manager will receive automated email from AmpliFund.
NOTE: Award Name is found in the email's subject.
Accidentally Submitted the wrong Date Range (wrong Reporting Period Date Range)
If you have submitted the wrong date range reporting period, you will create a new reporting period for the correct date range.
Leave the 'rejected' reporting alone until it is time to correctly submit that date range. At that time, you will be able to click into the 'rejected' reporting period, it will display the current Expenses for that Date Range, and you will be able to 'Close' the reporting period to 'Submit' like normal.
Correcting Expense Errors
Step 1: Navigate to the Award > Post-Award (top tab) > Financial > Expenses > click "Run"
Step 2: 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 3: Navigate back to the previously 'rejected' Reporting Period - Post-Award (top tab) > Management > Reporting Period > Select Budget Reporting Period (has 'Rejected' status).
NOTE: You will not create a new Budget Reporting Period.
Step 4: Verify the Overall Expense Details section is accurate.
| Total Expense Amount for Period: | This is the total expense cost you are going to submit. |
| Number of Unreviewed Expenses: | Verify this is 0. If it is not 0, that means you have an expense within the date range that is not marked 'Reviewed' as its expense status. |
| Comments: | Leave Blank. |
| Attach Documentation. |
Leave Blank. |
Step 5: Verify the Expenses Closeout section has 'Select All' selected.
Step 6: To 'Submit', click Close. Click Save if you want to submit later.
NOTE: This will create an automatic email to your Program Rep that you have submitted this Reporting Period.