Payment Requests & Expenses

Reimbursements

• Reimbursement Payment Request - 1 Page Summary
• Reimbursement Payment Request - Full Instructions: Overview
• Reimbursement Payment Request - Full Instructions: Create Expenses, Review Expenses
• Reimbursement Payment Request - Full Instructions: Create Payment Request, Submit Payment Request

Advances

• Advance Payment Request - 1 Page Summary
• Advance Payment Request - Full Instructions
• Recording Expenses & Submitting Reporting Period (Budgeting Tracking Period Task)
• Requesting Final Payment Request after an Advance - with Reporting Periods
• Recording Expenses & Requesting Second Half of Grant Funds after Advance - without Reporting Periods

Troubleshooting

• Expense Error Guide
• Expense Grid - Expenses Associated to Payment Requests
• What to do if my Payment Request was Rejected
• What to do if my Budget Reporting Period was Rejected
• How do I Enter Indirect Costs (Indirect Expenses)?
• How do I Enter Program Income or Revolving Loan Funds on Expenses?

Best Practices

• General Source Document and Proof of Payment Guide
• I have to submit a Budget Reporting Period, but I don't have any expenses to report
• I have met my Grant Funds / Cash Match/ In-Kind Match / Other Sources requirement for expenses, do I need to submit more expenses if I have them for the award?
• Should I have expenses created, but not submitted in my Expense Grid?
• I do not have enough Grant Funds for my expense, what do I do?

Federal Programs (CDBG, HOME, HTF) Request Payment

• Reimbursement Payment Request - CDBG, HOME, HTF: Overview
• Reimbursement Payment Request - CDBG, HOME, HTF: Create Expenses, Review Expenses
• Reimbursement Payment Request - CDBG, HOME, HTF: Complete Request for Funds Report, Create Payment Request, Submit Payment Request
• Reimbursement Payment Request - CDBG, HOME, HTF: Payment Request - Source Documentation Tracker