The guide will serve as the source of truth for all things related to processing vendor payments and contracted services. Use each page as a guide on how to create records in Salesforce, review processes, or double-check your work!

How to create a grant for Contracted Services & Program Expenses 

This guide provides step-by-step instructions on how to create deliverables in Salesforce, including uploading contracts, invoices, and other materials.

Uploading Contracts & Invoices to Box

Creating Deliverables & Payments 

III. Record Keeping & Releasing Payments 

Contracted Services Playbook