SF Employee and SF City Partner Support

Video introduction to the SF Financials modules associated with Grant Reimbursement Length: 35 minutes Author: Rob Conner Date: 7/24/25 Version:...

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...

Reprint a Billing Invoice Purpose: This job aid explains the procedure for reprinting a finalized billing invoice. Step 1: On th...

This document provides context and procedures to address cases where users have active Grants Customer Contracts but have taken action outside of the Financ...

Grants & Customer Contracts: The grants customer contracts and project costing implementation are designed to make your life easier by collecting all yo...

Prepaid Grant Billing Funds received before revenue is earned (no expenditures incurred) As the advance is utilized by eligible expenditures, re...

This  document provides context and procedures to address cases where bad conversion  data, data not correctable in the source module or appropriately corre...

Video demonstration and step-by-step guide of how to create an Operating Grant and Project where department is not using the the Billing or AR modules. The ...

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 ...

Purpose: This live video demonstration and attached step-by-step guide explain the process of Grant setup when the Project has multiple grant agreements. ...