1
Review Research Fund Budget
- Review the research fund budget against the approved budget plan.
- Apply for and obtain approval for budget changes when the expenditure plan is revised.
2
Prepare for Expenditure
- Confirm whether a card payment or tax invoice is required.
- Prepare the required supporting documents for the expenditure type.
- Review the expenditure standards and regulations for the relevant project or program.
3
Submit a CRIS Application
- Select the expenditure category (e.g., materials, personnel, or meeting expenses) and submit an application.
- Enter the budget item and purpose of expenditure.
- Print the CRIS application form.
4
Submit Documents for Review
- Obtain the principal investigator's approval (signature or seal).
- Submit the documents and supporting evidence to the Research Planning and Management Team.
- Confirm compliance with the applicable project regulations and expenditure standards.
5
Approval and Payment
- Obtain expenditure approval in accordance with applicable regulations.
- Process payment after approval is completed.
6
Post-Expenditure Management (Retention and Audit)
- File supporting documents and retain electronic records.
- Review compliance with accounting standards and respond to audits.
- For government-funded projects, respond to ongoing reviews by accounting firms and final settlement procedures.
