Get Umass Amherst Subrecipient Expenditure Invoice

Filling out the UMass Amherst Subrecipient Expenditure Invoice online is a crucial step for subrecipients to ensure accurate billing for expenses related to federal awards. This guide will provide you with detailed instructions on each section of the form, helping you navigate the process seamlessly.

Follow the steps to successfully complete your invoice application.

1. Press the ‘Get Form’ button to access the invoice template and open it in your browser.
2. Input the 'Subrecipient Name' in the appropriate field to identify who is submitting the invoice.
3. Enter the 'Purchase Order' number assigned to this billing to correlate with your records.
4. Fill in the 'Subrecipient Address' for correspondence related to this invoice.
5. Specify the 'Invoice Date' to indicate when the invoice is being submitted.
6. Provide the 'Invoice Number' to keep track of your submissions—this should be unique for each invoice.
7. Detail the 'Sponsor' as the University of Massachusetts to establish the billing authority clearly.
8. Include the 'Award Number' and 'Award Dates' to reference the associated grant or contract.
9. Indicate if this is a 'Final Invoice' by checking the corresponding box if applicable.
10. Fill in the 'Subaward PI Name' and 'Subaward Number' to link the invoice to the project leadership and specific subaward.
11. List the 'Award Amount' and the 'Invoice Period' that this invoice covers, specifying both start and end dates.
12. Categorize expenses in the 'Expense Categories' section, providing amounts for each relevant category, including Personnel, Fringe, Domestic Travel, etc.
13. Ensure all totals are accurately calculated, including both direct costs and F&A costs, for complete clarity in financial reporting.
14. Review your completed invoice for accuracy and compliance with the subaward agreement before submitting.
15. At the end of the process, users can save changes, download, print, or share the completed form as needed.

Complete your UMass Amherst Subrecipient Expenditure Invoice online today to ensure timely processing of your request.