- What do the icons mean?
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- What do the "Actions" icons help me do?
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- View detail
- Add a comment
- Enter a reconciling item
- Send forward/backward
- View Labor Distribution report
- Print Budget Balance Available report
- How can I keep my NetBadge from timing out?
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Users should refresh their screen periodically to ensure their connection is renewed. If you will not be working in the system for a period of time (for instance, an hour or more), it is recommended that you close your internet session and start a new connection when you return to the system.
- Why don't I see all Budget Categories?/Why are no totals displayed?
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The system is designed to show only the Budget Categories that have current month activity (unless there are planned expenses). The totals can be seen on the printed version of the Budget Balance Available (BBA) report.
- Why is a Budget Category displayed if there is no current month activity?
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The project has Planned Expenses.
- I "checked" some of the items in the detail list. Why didn't the percentage change?
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The percentage will change when the screen is refreshed. Click your browser's refresh icon to update.
- The Expenditure Detail is not sorted by Expenditure Type. How can I sort?
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Click any column heading to sort the data in the column.
- Why couldn't I "check all" on the Expenditure Detail By Task tab?
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Click the green arrow above the grid or return to the Summary Screen and click the green arrow.
- How do I close a project that is no longer active?
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For Non-Sponsored projects, download the "Request to Close and IS Project" form and Supplemental Instructions document, complete the review to ensure all necessary criteria has been met, and forward the completed form to [email protected] (closed_projects).
- For my Human Subject Payments, why does the Employee/Vendor/Comment field say the information has been redacted?
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Since names are often entered into that field, the information is redacted in order to maintain privacy. The Research Administrator’s group confirmed that most reconciling on human subject payments can be done using the invoice number (provided in Recon@UVA). If additional information is needed, reconcilers should follow-up with their Clinical Research Group.