Plan to update this information regularly to help you manage the client's account. For example, use a customer statement account template to track invoices.

Statement of work: A document routinely used to describe services to be rendered. It provides a clear understanding of the project-specific activities, deliverables and timelines. Also known as a SOW.

A PI may request to pay human subjects via a Campus Bank Account. The PI will need to submit a monthly reconciliation to the Sponsored Projects Services Award Analyst along with a copy of the monthly ...