Guide
Reimbursement Tracking Starter Guide
A starter guide for tracking reimbursement activity alongside accounting records while keeping draw support easy to find.
Built for Finance and grant teams.
Resource details
Who this resource is for
Finance staff, grant accountants, reimbursement preparers, and program teams supporting cost-based awards.
When to use it
Use it when setting up a reimbursement-based grant, preparing draw requests, or reconciling requested, approved, and received amounts.
What is included
How it supports grant compliance
The guide helps preserve the story behind each reimbursement request so support can be traced from request to approval, receipt, and audit file.
Put the resource into a working grant system.
GrantableHQ helps teams turn worksheets, checklists, calendars, and support files into trackable requirements, deadlines, evidence, reimbursement activity, and audit packages.
Related resources
Form
New Grant Intake Form
An intake form for capturing key award details, funder information, reporting expectations, reimbursement terms, and special conditions at setup.
Scorecard
Grant Risk Review Scorecard
A practical scorecard for reviewing grant risk factors such as reporting complexity, reimbursement timing, evidence gaps, and closeout exposure.
Checklist
Grant Closeout Checklist
A closeout checklist for confirming final reports, reimbursement status, supporting documentation, retention needs, and audit readiness.