Payment authorizations document payments authorized and paid to recipients. The Payment Authorizations Import Template allows Managers and Administrators to import Payment Authorizations instead of adding them manually.
Use the attached template to import your Payment Authorizations. Required fields are designated with an asterisk (*). Once completed, users can import from a grant, award, or sub-award record.
How To Import Payment Authorizations:
- Open Grant Management>Grants>All Grants.
- Click a grant name.
- Open the Post-Award tab>Cash Flow>Payment Authorizations.
- Click the (Import icon) in the Icon Bar.
- In the pop-up window, click Choose a file to select a file from your computer.
- Select the Destination field for each Source column. If you are using the Payment Authorizations Import Template (recommended), the source and destination fields should match.
- Select a Match Key. This will determine how AmpliFund identifies and updates the records.
- Click Import.
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