Grants Management
Video introduction to the SF Financials modules associated with Grant Reimbursement
Length: 35 minutes
Author: Rob Conner
Date: 7/24/25
Version:...
Wed, Oct 8, 2025 11:15 AM
When a city employee posts a transaction (e.g. a purchase of goods or services) for a grant-related project/activity, there must be sufficient amounts budge...
Wed, Sep 3, 2025 1:04 PM
Reprint a Billing Invoice
Purpose: This job aid explains the procedure for reprinting a finalized billing invoice.
Step 1: On th...
Wed, Sep 3, 2025 1:06 PM
This document provides context and procedures to address cases where users have active Grants Customer Contracts but have taken action outside of the Financ...
Wed, Sep 3, 2025 1:07 PM
Grants & Customer Contracts: The grants customer contracts and project costing implementation are designed to make your life easier by collecting all yo...
Wed, Sep 3, 2025 1:09 PM
Prepaid Grant Billing
Funds received before revenue is earned (no expenditures incurred)
As the advance is utilized by eligible expenditures, re...
Wed, Oct 1, 2025 4:39 PM
This document provides context and procedures to address cases where bad conversion data, data not correctable in the source module or appropriately corre...
Wed, Sep 3, 2025 1:24 PM
Video demonstration of how to create an Operating Grant and Project where department is not using the the Billing or AR modules. If you prefer, a step-by-st...
Wed, Oct 8, 2025 11:09 AM
Video demonstration of how to set up grant funding for an existing project. If you prefer a step by step guide to create and activate a Customer Contract, ...
Wed, Oct 8, 2025 11:14 AM
Purpose: This live video demonstration explains the process of Grant setup when the Project has multiple grant agreements
Author: Joe Hicken
Date: 9/24/...
Wed, Sep 3, 2025 1:57 PM