Grant Expense Tool

1. Select your Template Version (top right). Hover over Version 1 and Version 2 to see which version matches your Project Expense Form that you downloaded from the Grant Portal. Hover over each card to preview the Project Expense Form. Version 1 has no color coding; Version 2 is color-coded. Click the version that matches your Project Expense Form.
2. Upload your file. Click Upload Project Expense Form and select your completed Project Expense Form saved on your computer. All expenses must already be entered.
3. Load expenses. Click Load expenses to import your expenses into the tool.
4. Attach documents for each expense. For each line item, click Select invoice and/or Select proof of payment to upload files. The uploaded filename will display under each button. All documents must be in one of the following formats: PDF, or PNG and JPG (images) (no Word documents). Refer to the detailed instructions on your Project Expense Form about the type of documentation needed.
5. Generate your report PDF file. After all invoices/proofs are attached for each expense, click Generate report PDF to download your expense report PDF file. Locate your expense report PDF file on your computer (usually saved to your Downloads folder). In the expense report PDF file, each reported expense will be followed by its invoice and proof of payment. If no invoice or proof was uploaded for an expense, a blank page will appear after that expense. Go back and upload the required documentation. Upload your complete expense report PDF file to your report form in the Grant Portal along with your completed Project Expense Form (Excel file).
   1. If the PDF is too large to upload, email [email protected] for help with alternate submission.

PLEASE NOTE: There is no autosave. If you want to come back later to complete your work, you must first download a Save Point before closing the tool/browser window.

Click Download save point to download a .btsp file (usually saved to your Downloads folder). To resume later, reopen the tool, click Upload Project Expense Form, locate your Save Point file (.btsp) and upload the file. Ensure the correct Template Version is selected and click Load expenses.

Need help? Email [email protected] with questions or error reports.