Approve (or Reject) an Annual Financial Statement

Refer to Financial Statements (Acquittals) for an overview of the Annual Financial Statement (acquittal) reporting process.

It is recommended the approving Organisation Director would review all Annual Financial Statement (AFS) work itemsClosed Work Item is known by many names ... report, acquittal, form, work order. to ensure completeness and accuracy.

  • Option 1 - Does the AFS contain the combined Audited Annual Financial Statement and Annual Acquittal Statement for the service outlet?

  • Option 2 - Has the Audited Annual Financial Statement been uploaded to the Organisation's Profile Data and the AFS contains the Annual Acquittal Statement for the service outlet?

Watch the video or follow the steps below.

To approve or reject an Annual Financial Statement:

  1. From the P2i Main Dashboard, select Acquittals > Acquittals Dashboard.

    The Acquittals Dashboard home page displays.

  2. Click Annual Financial Statement app.

    3. Note An Annual Financial Statement for each Service Outlet appears in the Pending list with the Due Date and the Status of Pending Director Approval.

  3. Click the Form Id number (i.e. FS0000XXX) against the appropriate line item/s to review and approve (or reject).

    Example To perform a bulk approval or bulk rejection:

    • tick the checkbox next to the Form Id column header to select all Annual Financial Statements

    • untick checkbox/es to exclude from the bulk approval or rejection

    • click either or .

    The Annual Financial Statement form opens.

  4. Perform validation and completeness checks.

    Tip Click to see previous AFS submitted for this service outlet.

  5. Click Approve.

    Example How to Reject an AFS.

    • Click to return the AFS to the your Budget & Finance Officer for review and resubmission.

    • Enter Comments which provide guidance for the rework required.

    • Click .

    The rejected Annual Financial Statement will display with a Status of Rejected by Director.

    A email notification is sent to the Budget & Finance Officer notifying of the rejection.

  6. Add Comments as required and click .

    Note The annual financial statement is submitted to the Department for assessment. A notification is sent to the Department stating the report is ready for assessment.

The approved Annual Financial Statement displays with a Status of Submitted to Department.