Spending

Info for Navs on common spending procedures

How to create a QI request in ecConnect!
Do you have a Program who is ready to spend their Quality Improvement Grant Funding? AWESOME! Wondering how to help this Program get started?  This article ...
Thu, 8 Apr, 2021 at 10:40 AM
How to select the correct "Payable to Type"
Sometimes, when creating a Spending request in ecConnect, you want to select something other than Payable to:  “Direct to Approved Vendor”, and that’s OK.  ...
Thu, 8 Apr, 2021 at 10:55 AM
Vendor Definitions!
Confused about the types of vendors available in Sugar/ecConnect and what it all means?  Did you know that not all vendor types are created equal?  We have...
Thu, 8 Apr, 2021 at 10:52 AM
QI Reimbursement Checklist
The following is a check list of the required support documentation necessary for reimbursement requests. This information would ideally be submitted by the...
Thu, 8 Apr, 2021 at 10:47 AM
How to Return an Item or Record a Credit
How do you know if an item should be Returned? Typically, a provider will let the QI Navigator know right away if there was a problem with any items that w...
Wed, 26 May, 2021 at 8:31 PM
What to do if an item is Backordered?
Below are the steps for marking an item or items as backordered in a Spending Record. 1) Identify Backordered item First thing you will want to do is rev...
Tue, 19 Oct, 2021 at 9:07 AM
Actions Speak Louder than Statuses
All of us are now well acquainted with the idea that the “Status” field in Sugar is very important and sometimes causes other actions to happen in the datab...
Wed, 4 Mar, 2020 at 9:33 AM
How to add a Vendor (not approved or preferred)
If you are processing a spending request in Sugar, sometimes the vendor you need is not already in Sugar. While we encourage programs to choose preferred or...
Mon, 18 Nov, 2019 at 11:14 AM
Steps to create a Split Spending Request
Below are the steps to walk you through creating a Split request for a Provider.  Split requests should only be used between a provider’s own funding stream...
Wed, 11 Mar, 2020 at 2:47 PM
Spending Review Steps
The most important thing, before you select the reconcile action, is to make sure that Sugar exactly matches the invoice the vendor sent you.  Council Staff...
Thu, 8 Apr, 2021 at 11:09 AM