Perform the following steps from P2i Downstream Dashboard.

1. Click Annual Financial Statement tile.

   Note Annual Finance Statements for each Service Outlet appear in the Pending list with the Submitted Date and a Status of Submitted to Department.

2. Click the Form Id number (i.e. FS0000XXX) next to the acquittal report that you want to approve.

   

3. Review the Comments By Supplier and click the Annual Financial Statement report in the Attachments section.

   Tip Click the Status to view the comments made by the Organisation Director.
   

4. Click View Previous Forms to make the statements from previous reporting periods available.

5. Click Approve.

   Note The comments section should indicate the option that the organisation has taken with their submission.

   

Note Click Reject to send it back to the Budget & Finance Officer for correction and resubmission. The Status of the report changes to Rejected By Department. Please provide rejection comments.

Refer to Reject an Annual Financial Statement.

6. Enter any Comments.

7. Click Approve.

   

Note The submission has been completed and is approved.

8. Click Go to Completed.

   

9. The Status of the line item will display as Accepted By Department.

   

1. From P2i Downstream Dashboard, click Annual Financial Statement tile.

   Note Annual Finance Statements for each Service Outlet appear in the Pending list with the Submitted Date and a Status of Submitted to Department.

   Tip P2i Payment Allocation Officers can view Annual Financial Statements for contracts they have been assigned to. Refer to Update a contract's Assignment Details.

2. Click the Form Id number (i.e. FS0000XXX) next to the acquittal report that you want to approve.

   

3. Review the Comments By Supplier and click the Annual Financial Statement report in the Attachments section.

   

   Tip The Comments By Supplier should indicate the option that the organisation has taken with their submission.

   Click the Status and view any Organisation Director comments.
   

4. Click View Previous Forms to make the statements from previous reporting periods available.

5. From the P2i Main Dashboard, select Supplier Management > Supplier Directory.

   

6. Search for and select the organisation that has submitted the Annual Financial Statement.

   

7. Click the organisation name.

   

   Click Forms and select Extended Profile.

   

   Click the Annual Financial Statements (AFS) link.

   

   Click the attached Annual Financial Statement to download.

   Click Close.

   

   Perform the following steps from P2i Downstream Dashboard.

8. Click Annual Financial Statement tile.

   

9. Click the Form Id number (i.e. FS0000XXX) next to the acquittal report that you want to approve.

   Tip The P2i Payment Allocation Officer can view all Annual Financial Statements for contracts they have been assigned to. Refer to Update a contract's Assignment Details.

   

   Click Approve if you have completed your assessment of both the Annual Audited Financial Statement and Annual Acquittal Statement.

   

10. Enter any Comments and click Approve

    

Note The submission has been completed and is approved.

11. Click Go to Completed.

    

    The Status of the line item is Accepted By Department.

    

    Note If the service outlet has submitted all required reports for the period, the P2i Contract Officer can recommend payment. Refer to Recommend payments.

When rejecting an annual financial statement, the Budget and Finance Officer receives a notification outlining the report has been rejected. It is also important that Payment Allocation Officers notify appropriate staff from the Funded Organisation where required.

To reject an annual financial statement:

1. Click the Reject button.

   

2. Enter any Comments and click Reject.

   Tip There is limited space for rejection comments.

   

3. Click Go To Completed.

   

4. The Status of the report displays as Rejected by Department.