STEP 1 - retrieve accounts

HELP FOR THIS STEP

Enter the Recipient The organization that is entitled to the funds. ID The 7-digit identifier assigned to a Recipient Organization or Payment Requestor within ASAP. , Group ID An optional attribute on the ASAP Account profile that allows the creator to group accounts together by a single identifier to facilitate account retrieval. , Account ID The ASAP account that has been setup by the federal program agency. , CFDA #, and/or DUNS # for the account that you wish to modify and click Continue.

• You can further refine your selection criteria by specifying Account Type An account type must be one of the following: Regular, Control, Global, Global Control, or 1031 (ASAP LOC). , Account Status The current status of the account. Statuses include Open, Closed, Liquidation, Suspended, or Treasury Suspense Account. , and/or Date the date the transaction was completed. Range

STEP 2 - SELECT ACCOUNTS

HELP FOR THIS STEP

De-select the account(s) on which you do not wish take action , update the Threshold Amount The amount equal to or above which a payment request is held for Agency Review. , Default Action, and Agency Review Reason, and click Continue.

Note:

1. • You have two options for setting Agency Review, at an individual account level or for a selected group of accounts. If selecting a group of accounts, the Threshold Amount, Default Action, and Agency Review Reason will be the same for all accounts, and you must click Apply to Selected (for Agency Review = Yes) or Remove From Selected (for Agency Review = No) before clicking Continue.

STEP 3 - REVIEW SELECTED ACCOUNTS

HELP FOR THIS STEP

Review the Agency Review criteria, update or remove accounts, if necessary, and click Submit A utility in ASAP.gov generally associated with a set of more than one enterable field. These fields may be user-specified selection criteria or fields filled in as part of an online transaction such as a payment request. By clicking 'Submit' the user sends the set of data elements for system action to advance directly to the next step in the business process flow. For example, the user may fill in a set of selection criteria and then 'submit' the criteria to retrieve the data. .

STEP 4 - SET AGENCY REVIEW CONFIRMATION

HELP FOR THIS STEP

On this step, you receive a confirmation System generated message that is displayed in response to an action. of the Agency Review action and will be able to print your results.

TIPS & TRICKS

BACK TO TOP