Financial Reporting Management
Resources for tracking expenses, reimbursements, and payments, with tools for reconciliation and audit-ready exports.
For Commission Staff
- Financial Reporting Start-up Guide
- Exporting Financial Expense Report Summaries
- Shifting Funds On The Grantee Share Side From Within Expense Reports
- Grant Types And Options For Financial Reporting
- Running Portfolio-wide Metrics For Financial Reporting
- Assigning Reporters And Viewers For Financial Reports
- Adding Grant Details & And Reporting Options For Each Program
- Entering A Program’s Original Budget
- Your Financial Reporting Dashboard (screening Budgets And Reports)
- Play-by-play Financial Reports For Commissions
- Tracking Reimbursement Amounts & Dates
- Running Invoice & Reimbursement Tracking Reports
For Program Staff (Reporters)
- Powerpoint Training (program Admin)
- Guía Del Usuario (administrador Del Programa)
- Exporting Play-by-play Reports For Your Program (program Admin)
- Shifting Funds Between Grantee Share Columns Without A Formal Budget Modification (program Admin)
- Expense Reports (program Admin)
- If Your Budget Needs Edits (program Admin)
- Original Budget (program Admin)
- User Guide (program Admin)
- Budget Modifications (program Admin)