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This article applies to:

  • Product: SMART Single Audit

Create Schedule of Expenditures of Federal Awards (SEFA) reports

You can prepare SEFA in PPC's SMART Practice Aids – Single Audit. You can create SEFA reports and further edit it in Excel. You can prepare SEFA reports by Program and/or by Grant.
To create a SEFA report:
  1. Select
    Tools
    , then select
    Create Documents
    .
  2. Expand the
    Major Program Determination
     category.
  3. Expand the
    Schedule of Expenditures of Federal Awards
     category. You can choose to create two categories of SEFA reports:
    • SEFA by Program
    • SEFA by Grant
  4. Select
    Create
    to open the Create Form/Schedule window.
  5. Enter a path to store the generated form or schedule, then select
    OK
    . You can set a default file path in
    Tools
    ,
    Options
    , then
    File Locations
    .
  6. After creating the document, select
    Close
     on the Success Report tab.
    The formulas are not included in the generated Excel file, and you can edit and create any required format.