Impact Suite:
Financial Reporting
AGENDA
1
PURPOSE
2
USING IT
3
MORE
Why we invested in the America Learns Impact Suite for you
How you’ll use the Impact Suite’s Data+ service
Other important activities you can do in America Learns
1
Our People
You mean so much to us, and our investment in your awesomeness is what fuels our impact. You need the right tools.
2
Our Time
We looked long and hard to find the easiest, most efficient system out there.
We don’t have time to waste.
3
Our Hearts
The ideas, innovation and effort that you create daily are at the heart of everything we do. We’ve got to harness that to keep getting better.
4
Our Data
Our data can teach us and shine a light on our impact. Our America Learns Impact Suite makes sure we spend less time on paperwork and more time getting things done.
WHY WE INVESTED IN AMERICA LEARNS FOR YOU
PURPOSE
Collect Data to:�
1) Learn how to best support you
2) Track and report on our progress
3) Evaluate our success�
4) Keep getting better
getting started
CREATE YOUR PASSWORD
WHEN AN ACCOUNT HAS BEEN CREATED FOR YOU, YOU’LL GET AN EMAIL LIKE THIS:
Click the link to create your password.
LOG IN
YOU WILL LOGIN TO YOUR AMERICA LEARNS WEBSITE HERE:
https://americalearns.net/readvcl
Save this address to your favorite web browser (Chrome, Firefox, Explorer, etc.).
LOG IN
ALTERNATIVE LOG METHOD:
1) Logging in to your America Learns site, and�
2) Use the my accounts drop-down menu on the far-right to navigate to your state commission’s site.
You can also log in to your state commission’s site by…
your budget
1) On the left, in your space, click Financial Reporting.�
2) On the right, under Submit & Update Budgets, click Submit Your Budget.
MY FINANCIAL REPORTING DASHBOARD
Submit Your Budget
Program Name Here
FINANCIAL REPORTING
Review
1) Review the Details and Instructions from your state commission.�
2) Click Next to begin entering your budget.
FINANCIAL REPORTING
Enter your budget exactly as it was entered into eGrants.
FINANCIAL REPORTING
Review, Save, or Submit
1) Review the Subtotal and Totals to ensure they match your entered budget.�
2) To save and finish later, click Save Draft. ��3) To submit your budget, click Submit for Approval.
FINANCIAL REPORTING
Wait for Needed Edits or Approval
1) Once submitted, you will get this confirmation note, and the state commission team will receive an instant notification. �
2) You can view your submitted budget here. �
make edits
to your budget
FINANCIAL REPORTING
If you need to edit your budget…
1) You will receive an email like the one shown below. �
2) Login to your Commission’s Impact Suite and on the left, click Financial Reporting. ��3) On the right click Resubmit Original Budget. �
FINANCIAL REPORTING
Make any changes and resubmit...
1) Take a look at the Audit Trail to learn what you need to change. ��2) Make any needed adjustments. ��3) Click Resubmit for Approval.
�
submitting expense
reports
Once your budget is approved you can begin submitting expense reports.��1) On the left, in your space, click Financial Reporting.�
2) On the right, under Submit & Update Expense Reports, click the first available report.
FINANCIAL REPORTING
Submit Expense Reports
Program Name Here
FINANCIAL REPORTING
Review
1) Review the Details and Instructions from your state commission.�
2) Use the green triangles to expand each section.
FINANCIAL REPORTING
Enter Expenses
1) When the section expands, you’ll see the remaining amount of money left in each line item. �
2) Enter expenses for each item.
FINANCIAL REPORTING
Section III
As you enter values in Sections I and II, if available for your program, Section III calculations will update automatically per custom values that were entered by your commission.��Do not change these values without explicit permission from your commission.��If you mistakenly edit the automatically-calculated values and realize that doing so was a mistake, at the bottom of the Section III table, click the link, Remove Your Edits & Restore Default Section III Calculations.�
FINANCIAL REPORTING
Review and Submit
1) Carefully review the Totals & Matches and Other Metric. �
2) To save your report and return later, click Save Draft. �
3) When you’re ready, click Submit for Approval.�
FINANCIAL REPORTING
Wait for Needed Edits or Approval
1) Once submitted, you will get this confirmation note, and the state commission team will receive an instant notification. �
2) You can view your submitted expense reports here. �
submitting budget
modifications
1) On the left, in your space, click Financial Reporting.�
2) On the right, under Submit & Update Budgets, click Submit Budget Modifications.
FINANCIAL REPORTING
Submit Budget Modifications
Program Name Here
FINANCIAL REPORTING
Review
1) Review the Details and Instructions from your state commission.�
2) Use the green triangles to expand each section.
FINANCIAL REPORTING
Enter Modifications
1) When the section expands, you’ll see the current-budgeted totals for each line item. �
2) Enter modification requests for each item.
FINANCIAL REPORTING
Sections I - III
When you enter changes, you’ll be prompted to share a reason. If the percentage change exceeds a threshold defined by your commission, the modification will be subject to formal commission approval.
FINANCIAL REPORTING
Section III
If Section III is in your budget, values there will auto-calculate based on what you enter in Sections I and II. Do not change these values without explicit permission from your commission.��If you mistakenly edit the automatically-calculated values and realize that doing so was a mistake, at the bottom of the Section III table, click the link, Remove Your Edits & Restore Default Section III Calculations.
FINANCIAL REPORTING
Review
Towards the bottom of the form, you’ll see a section called REVIEW. ��This is the most important part of the submission process as it lets you know what you need to do to reconcile the budget for accurate submission.��In the Totals & Matches table, see the third line item, Amounts to Add/Subtract in Sections I or II in order to Reconcile.
FINANCIAL REPORTING
Submit
1) If you’d like to attach backup documentation, attach those files here.
2) In the Final Details section at the bottom of the page, enter any notes for your commission to help them understand the reasons for your proposed changes.�
3) You can always save and come back later to finish your work by clicking the Save button.��4) Click Submit Budget Modification.��Designated staff members at the commission will receive an instant e-mail informing them of the submission.��
getting support
ALERTS AND REMINDERS
NEW FINANCIAL REPORTING IS AVAILABLE TO COMPLETE
You’ll get an email from the system when a new report is available for you to complete.
REMINDER WHEN A FINANCIAL REPORTING IS DUE
You’ll get an email from the system whenever a new time sheet launches.
LATE FINANCIAL REPORTINGS
You’ll get an email when reports are overdue. Don’t let this happen!
OTHER COMMUNICATIONS
Our team will use America Learns to blast out other important communications via email/text.
DESIGNED TO BE CONVENIENT
ANYWHERE THERE’S AN INTERNET CONNECTION
COMPUTERS
EASY TO USE ANYWHERE
SMART PHONES
TABLETS
QUESTIONS
?
Need Help?
WHERE TO TURN FOR HELP
WE ARE HERE FOR YOU
CALL US
NAME:
EMAIL:
PHONE:
TEXT:
NAME:
EMAIL:
PHONE:
TEXT: