How To Import Payment Authorizations

Payment Authorizations allow grantors to track their payments against recipient payment requests, as well as other authorized payments to their grant recipients. The recipient organization will not have insight into the funder's payment authorizations.

The Payment Authorization Import Template allows Managers and Administrators to import Payment Authorization records instead of adding them manually. Required fields are designated with an asterisk (*). Once completed, users can import from a grant, award, or sub-award record.

 Note: The Sub-Award ID field is required when importing from a parent grant to sub-awards.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Cash Flow>Payment Authorizations.
4. Click the   (Import icon) in the Icon Bar.
5. In the pop-up window, click Choose a file to select a file from your computer.
6. Select the Destination field for each Source column. If you are using the Payment Authorization Import Template (recommended), the source and destination fields should match.
7. Select a Match Key. This will determine how AmpliFund identifies and updates the records.
8. Click Import.