Electronic Invoice Review and Tracking Process

Subrecipient

Step 1

Step 2

Step 3

Step 4

Duration: Up to 5 Days

Duration: Up to 14 Days

Duration: Up to 5 Days

Duration: Up to 6 Days

Incomplete invoices are returned to Subrecipient by IC Subrecipient emails invoice to [email protected]

START

IC reviews invoice for essential information. Invoice is entered into the WF Gen system if everything appears complete.

If either the PI or GA rejects the invoice, the GA and/or PI contact the Subrecipient to request a revised invoice. GA receives invoice via email from [email protected]. GA reviews invoice, approves or rejects it for payment, and includes any additional information. PI receives invoice via email from [email protected]. PI reviews invoice, approves or rejects it for payment, and includes any additional information in the notes section. (Optional) Departmental admins receive a PDF of the invoice via an email from [email protected].

IC receives invoice approval, records receipt, and submits for payment.

Invoices are scanned, paid, and logged. Receipts are emailed to PI, GA, Department Admins, and IC.