If your funder has asked that you submit reports, invoices, or adjustment requests to them, you will do that in your original application.<\/p>\n \t\t
\r\n \t\t\t\t\tSome organizations\u00a0may use different terms for these\u00a0components that are submitted, so\u00a0the tab and button labels that you see may differ slightly.\u00a0Similarly, not all organizations will use these features, so some of these instructions may not apply. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n
Are you the applicant or a collaborator?<\/h4>\n
There are two sets of instructions here – one for\u00a0applicants<\/strong><\/a>\u00a0and one for\u00a0collaborators<\/strong><\/a>. Please refer to the appropriate set, depending on your role.<\/p>\n The first step is to\u00a0find your application<\/strong>. Log into your account on our homepage –\u00a0https:\/\/www.zoomgrants.com\/login<\/a>\u00a0– and then look in the Approved section\u00a0to access your application.\u00a0You can read more about how to find your applications\u00a0here<\/a>.<\/p>\n Once you’ve found the application, click the application title link to open the application.<\/p>\n \t\t \r\n \t\t\t\t\tIf you have other users that you’d like to invite to work on invoices or reports in this application, add them as collaborators<\/a> or update the access<\/a> of existing collaborators to ensure that they can access these features.\u00a0 \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n Is there a different account owned by someone else in your organization?<\/strong> If so, the application may be in there. Talk with your colleagues to find out who originally submitted the application. They can add you as a collaborator, or you can request that the application ownership be transferred to you<\/a>.\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t The second step is to\u00a0go into the\u00a0<\/strong>Report or Financial tab<\/strong>.<\/p>\n Remember, the label on this tab may differ depending on what the admin has chosen to call the tab. If you’re not sure, contact the admin to ask what they named that feature.<\/p>\n \t\t Click into the individual report tabs, then fill out the questions and upload the requested documents, as applicable. You can also click the \"Add Report\" button on your My Account Home page under the Approved Applications section.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t Navigate to the invoices section within the Financial Tab. Click the button to create a new invoice OR click the invoice title link to open up an existing invoice. You can also click the \"Add Invoice\" button on your My Account Home page under the Approved Applications section. Fill in the fields and upload requested documents, as applicable.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t For adjustment requests, click the button to create a new adjustment request OR click the adjustment request title link to open up an exiting adjustment request. Enter your requested changes<\/strong> for each line item.<\/p>\n When you’re done, the final step is to\u00a0submit the report, invoice, or\u00a0adjustment request.<\/strong><\/p>\n \t\t Click the Submit<\/strong> button near the top of the report.<\/p>\n The system will check to make sure that you have answered all of the displayed questions and uploaded required documents. Anything missing will be listed in red.<\/p>\n Complete the missing fields, then refresh the page using the Refresh Page <\/strong>button near the upper right corner of the application, and try the submit again.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t Click the Submit<\/strong> button near the top of the invoice.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t Click the Submit<\/strong> button near the top of the adjustment request.<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n In all\u00a0cases, successful submissions will replace the ‘Submit’ button with the timestamp (in Pacific time) of when it was submitted.<\/p>\n The collaborator process for submitting reports, invoices, and adjustment requests is largely the same, with the only major difference being in how the applications are initially accessed.<\/p>\n Log into your account, then click the ‘View Application’ button to open the application, as usual. If you can see a report or invoice tab (keep in mind that the label on the table will differ depending on what the admin has chosen to call the tab), click into it.<\/p>\n Complete the report, invoice, or adjustment request and submit it.<\/p>\nInstructions for Applicants<\/h2>\n
1. Find Your Application<\/h3>\n
Troubleshooting<\/h4>\n \r\n \t\t
\u00a02. Access the Report or Financial Tab<\/h3>\n
3. Complete the Report, Invoice, or Adjustment Request<\/h3>\n
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4. Submit the Report, Invoice, or Adjustment Request<\/h3>\n
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Collaborators<\/span><\/h2>\n
Troubleshooting<\/h4>\n \r\n \t\t