Restricted use review

Step by step

1. Compare balance Finance Officer

   Finance Officer compares confirmed receipts with allocations on the same case before creating another allocation.

   • Check eligible receipts and existing use before recording an allocation.
   • Updates Fund events, Restricted allocations

2. Prepare use Finance Officer

   Finance Officer links an eligible amount to the case and organization, then records program and restriction.

   • Link an eligible amount to the case and organization; record program and restriction.
   • Updates Restricted allocations, Funding cases

3. Decide allocation Allocation Reviewer

   Allocation Reviewer approves or reject the submitted allocation with a reason.

   • Approve or reject the submitted allocation with a reason.
   • Updates Restricted allocations, Review decisions
   ApprovalA person approves before the work moves on.

Finance Officer

, Allocation Reviewer.

These people need a common case number and an agreed handoff point.