Move grants to complete status after they have been paid, cashed, the project is complete, and there is no chance of the grant being returned or refunded. This is not a required step in the grant process, but it can be done if desired.
- Navigate to the Grants page and click the Paid bucket.
- Click the ID of the grant you want to finalize.
- Click Complete in the left-side menu.
The completed grant will be listed in the Complete bucket.
To add additional information to completed grants, click the Grantee name and then click the grant ID.
- Click Attach File in the left-side menu to add a file to the completed grant record.
- Helpful files may include reports or original applications.
- Click Add Note in the left-side menu to add a note to the completed grant record.