Using Fund Review – Cayuse Help Center

The Fund Review page is designed to help PIs and Administrators monitor financial activity so that only fund allocations remain accurate. The Fund Review page:

Allows PIs to review expense transactions to confirm which are correctly allocated to the fund and which need additional review
Allows PIs to update new transaction statuses
Allows Administrators to notify a Fund’s Principal Investigator (PI) when a fund needs to be reviewed

How to use the Fund Review Transaction Status field

‘Done’ : mark transactions as ‘Done’ if you have reviewed them and determined they are accurate and appropriately classified.

‘Cost Transfer Needed’ or ‘Fund Review Needed’ : use these statuses to flag transactions that either need to be reallocated (Cost Transfer Needed) or otherwise reviewed (Fund Review Needed).

Mark Multiple Transactions as Done

Transaction statuses can be updated individually or can be marked as ‘Done’ in bulk using the Mark multiple items as done option.

From the Fund Manager dashboard, select the Fund Review tab.
Select Mark multiple items as done.
A pop-up window will open displaying up to 100 transactions with the following fields:

Date
Object Code
Object Code Name
Amount

Select one or more transactions to be marked as done.
Select the Mark Multiple Items as Done button to confirm the update.
The pop-up window will close and the grid will refresh to display updated statuses.

Please note: If all transactions are already marked as done, the Mark multiple items as done option will be disabled.

Understanding Fund Review Status Updates

The fund status will update based on transaction activity.

When a fund is marked as Reviewed, all current transactions are considered complete.
If new transactions are added after the fund is marked Reviewed, the status will update to In Progress.
The Mark as Reviewed option then becomes available again, and transaction statuses can be updated using that button.