Approve Financial Report

FLO

The Financial Liaison Officer views the Status of all portfolios via Portfolios tab on Top Navigation.  When a portfolio report has been submitted by the particular region's Portfolio Manager, the report status displays as Submitted.

Instructions to approve and request amendment to financial report

1. To view the Submitted report, select the portfolio name.

2. Review all the report details.

3. To approve the report, select the Accepted checkbox. If changes are required by the region, select the Request Amendment checkbox.

4. Enter any comments to be emailed to the Portfolio Manager.

5. Select Submit

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