SF Employee and SF City Partner Support

Purpose: Introduce the SF Financials modules associated with Grant Reimbursement Author: Rob Conner Date: 7/24/25 Version: 3.0 ...

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   Initial Grant Prepaid Billing: Journal ID begins BI% Debit AR (100029) Credit Deferred Inflows/Liability Acct (default...

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

Purpose: Demonstrates how to create an Operating Grant and Project where department is not using the the Billing or AR modules Author: Rob Conner Date...

Video demonstration setting up grant funding for an existing project (starting from Contract) Purpose: Demo and Information on setting up grant funding wh...

Purpose: This live video demonstration explains the process of Grant setup when the Project has multiple grant agreements Author: Joe Hicken Date: 9/24/...