Author: Sherry Coleman, Associate Executive Director, CT Post Award Invoicing
As part of the ongoing Compass CT AR data cleanup initiative —focused on study accounts managed by the ECRO Invoicing Team—new guidance has been established to clarify financial reporting sources for the research community.
For studies managed in ERMS prior to January 21, 2025:
The Summary of Transactions (SOT) remains the official source of truth for financial reconciliation and tracking. The SOT can be exported into Excel using the “Get Data” tool for easier filtering and analysis. In addition, all invoices, monthly and final SOTs, payment remittances, and sponsor financial histories will be available in OnCore Financials Console > Attachments tab.
For new clinical trial agreements invoiced in OnCore on or after January 21, 2025:
A Summary of Transactions will no longer be generated. Instead, financial details—including outstanding and paid invoices and total payments received—can be found in the OnCore Financials Console > Invoice tab. Related payment remittances and sponsor financial histories will continue to be available in the Attachments tab.
Looking Ahead:
The long-term goal of this initiative is to establish the Contracts Workbench and Emory Business Intelligence (EBI) as the unified sources of truth for CT AR data across all research units.
This transition supports improved data integrity, accuracy, and financial transparency across Emory’s research administration systems.