Grants Management

Introduction to Grant Reimbursement in SF Financials
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
Use Unallocated Funds for Post Transaction Processing
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
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
Reverse System-Generated Recognized Revenue for Offline Billing
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
How the System Automates Accounting
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
How the System Automates Accounting for Prepaid Grants
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
Adjust Ineligible Transactions Picked up by Billing
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
Create an Operating Grant of Contract Type GRANTS
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
Create a Grant Contract for an Existing Project
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
Setup Grant When the Project has Multiple Grant Agreements (Capital Projects Funding)
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