How To Add a Payment Authorization

For funder clients

Once a payment request has been approved, the funder can create a payment authorization to track the approval and payment. The recipient organization will not have insight into a funder's payment authorizations. Payment authorizations can be created from the Post-Award tab>Cash Flow>Payment Authorizations or directly from the payment request.

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

1. Open Grant Management>Grants Awarded.
2. Click a grant name.
3. Open the Post-Award tab>Cash Flow>Payment Authorizations.
4. Click the  (Create icon) in the Icon Bar.
5. Add payment authorization Name.
6. Select Payment Status.
7. Add Related Payment Request(s) (optional).
8. Select Authorization Date.
9. Select Authorized By staff member. This list pulls from Contacts>Staff.
10. Add internal Comments (optional).
11. In the Payment Information section, check the Select Payment Source by Budget Category checkbox to select the funding source and amount for each budget category on the linked payment request.
    
    

     Note: This field is available when there is a linked payment request that is linked to a reporting period with closed expenses.

12. Add Amount Paid.
13. Select Payment Method.
14. Select Payment Date.
15. Add Payment Reference code (optional). This field may be used as reference for your financial system.
16. Add Payment Notes (optional).
17. Click Create.