Spending

Info for Navs on common spending procedures

How to remove or edit a Spending Detail!
If a Provider has submitted a request with an item that is discontinued, a consumable, or no longer needed for whatever reason, you will want to edit the co...
Thu, 7 Oct, 2021 at 1:26 PM
Spending- The Basics!
This article walks you through the general steps involved in creating a Spending Request, moving that Spending Request from a "Received" status th...
Thu, 3 Nov, 2022 at 9:52 AM
Spending Record Approval Process
Below is the process for reviewing and approving a Spending request in Sugar to a Vendor that has an Automatic PO in Place.   Please Note: There are a few ...
Tue, 7 Sep, 2021 at 11:44 AM
Spending-Attaching Documentation and Final Finance Steps
Once the Grant Lead has reviewed and approved a Spending Request they select "Preapprove & Send PO Email to Vendor".  Once the order is placed...
Mon, 14 Jun, 2021 at 7:48 AM
Manual Order with Credit Card Instructions
If Spending Request is to a Vendor that does NOT have a PO set up (please see Vendor Definitions for which Vendors most likely have a PO in place) then the ...
Thu, 9 Sep, 2021 at 11:25 AM
How to enter Previously Processed QI Requests in ecConnect
If you need to enter any previously processed QI requests that are NOT currently in Sugar, please use the steps below!   *Helpful Reminder: If you are h...
Wed, 7 Jul, 2021 at 9:12 PM
Shipping/Discount Updates!
In an effort to make sure that users are updating their spending records correctly, we've introduced a new feature to monitor the amounts in the "T...
Wed, 8 Dec, 2021 at 8:16 PM
Merit Award Spending Reconciliation Update!
To be in alignment with the reporting needs of the Colorado Department of Early Childhood we have made some updates in Sugar to better track the Quality Me...
Wed, 12 Oct, 2022 at 5:44 PM
Cómo crear una solicitud de mejora de la calidad [QI] en ecConnect
Enlace para referencia. ¿Tienes un programa que está listo para gastar los fondos de su subvención para la mejora de la calidad? ¡FANTÁSTICO! ¿Te pregun...
Tue, 7 Feb, 2023 at 12:42 PM
Cómo seleccionar el tipo de "Pagadero a" correcto
Enlace para referencia. A veces, al crear una solicitud de gastos en ecConnect, quieres seleccionar algo distinto de Pagadero a: "Directamente al p...
Tue, 7 Feb, 2023 at 12:44 PM