For some grants, an Interim Expenditure Statement may also be required.  These are generated prior to the review date.

For AHRC:  For grants of more than 42 months in duration, an Interim Expenditure Statement will be generated at month 24 and must be completed and returned within one month of receipt.

For EPSRC and STFC:  All grants of more than 42 months duration will automatically have a review date, at which point payments will be suspended and the Research Organisation will be required to complete an Interim Expenditure Statement.

An Interim Expenditure Statement will also be generated if a grant is subject to an organisation transfer.