Page 6 - How do I use the Contract Workbench
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Contracts Workbench

17.Review the Related Content Sections.

     ï‚· The Related Content Data section contains 12 data tabs.

     ï‚· Many sections have hyperlinks to drilldown for more detailed views.

     ï‚· To open related content, select any of the options and all the related content will appear as Tabs on the lower half of the
          contract workbench page.

     ï‚· To expand the view for the related content section, find the line of dots just above the tabs, then move up/down as needed.

     ï‚· To close the related content area, select the dropdown arrow to the far right on the related content header.

18. Onbase Imaging Tab-provides a login page to the Onbase system to review award
documents.

19. Balances Tab- provides summary information for all projects (Budgets, Expenses,
       Encumbrance, and Balance).

20. Billing Summary Tab- provides information on Billable (BIL), Billed (BLD) and over the
       limit (OLT) transactions.

21. Invoice Status Tab- Indicates status of Invoices; if open, drilldown is available to view
       invoice number and aging of the invoice.

22. Cash Receipts Tab- total of all cash received to date.

23. Cash Receipt Details Tab- provides detail payment information (Invoice number, date
received, and amounts).

24. Balance Sheet Tab- Provides a view to the General Ledger.

25. FSR Milestone Tab- Provides information on Financial Status Reports and award
Closeout statuses.

Emory Confidential and Proprietary  Last Revised on 11/13/2016                       Page 6 of 7
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