Page 475 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration SOP No: F009
SOP Title: Financially Reporting Stipend Payments For Studies In The Clincard Portal
3.5. Click on “Excel File” to transport data into an Excel spreadsheet
3.6. In Excel, delete the following columns: Requested Date, Created by, Approved by, Site#, Site Name, Approval Date, Trans Type, Approval Note, and Receipt Available
3.7. Review the data to ensure all activity applies to the study you are reporting on and calculate the amount total.
3.8. Save the final report in the shared drive V: Research Finance Team/Research Monthly Billing/Sponsor Billing/(select study name)/(select month/year)
3.9. Contact the Research Financial Manager for distribution instructions.