SF Employee and SF City Partner Support

Video demonstration and step-by-step guide of how to set up grant funding for an existing project. The step by step guide to create and activate a Customer Contract is available here: Create a Grants Revenue Contract for an Existing Project | Knowledge Base | SF Employee and SF City Partner Support

In Part Two, we also enter a budget for the Grant Project, book a sample expenditure so that we can generate and approve an invoice. In Part Three, we deposit the payment from the Sponsor / Customer and apply it to the invoice using Payment Predictor.

Author: Rob Conner

Date: 7/24/2025

Version: 3.0

Part One:

Create Contract

• Add contract line
• Set up Billing Plan
• Set up Amount Allocation
• Set up Accounting Distribution
• Set up Contract Terms (link to existing project)
  
  

Activate Contract

Check the Billing Plan and Revenue Plan have status “Ready”

Generate and populate the Award Profile

Part Two:

Create and post a Budget Journal

Create and post a journal to book expenses to GL

Run billing and related processes to create an Invoice

Review and approve the Billing Worksheet

Part Three:

Enter Payment and Deposit using Payment Predictor

Run Payment Predictor

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