Update proposal records from submitted cost-share approval forms
Update proposal records from submitted cost-share approval forms
Your cost-share form replies aren't linked to proposal records, leaving finance unclear. Approvals and comments populate the proposal record within minutes.
Overview
Cost-share approvals often arrive disconnected from proposal records, slowing month-end reconciliation and grant tracking. This flow writes approvals, dates, and finance comments directly into the proposal record so grants and finance can reconcile within minutes and avoid reporting delays.