May 15, 2017
Dear Principal Investigators and Research Administrators:
We would like to inform you about an exciting new feature regarding our Detail Trial Balance (DTB) reports for your projects.
Beginning May 28, we will be able to automatically deliver an up-to-date Detail Trial Balance (in pdf form) for your project to your email address. You will be able to choose how frequently you want to receive these up-to-date DTB’s. We will set a weekly default frequency, but you can choose to receive these reports daily, weekly, monthly, or not at all. Please inform your liaison, if you would like to receive your report other than weekly.
When reviewing your report, please remember that while operational expenses are updated daily, personnel costs are booked twice per month (3 business days after pay day), and Indirect Costs are booked monthly (10 business days after the end of the month).
As part of PRO-PI, we are proud to work on continuously improving our processes in an effort to ease administrative efforts for our PI’s.