6 results found
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Edit Fields in "Make Payment"
The grants staff in our foundation coordinate with our accounting team in order to get grant payments out. We need to be able to note payment as Ready, In Progress, or Complete to help both teams project manage. (for example, an in-process payment could be a check that is written but not yet approved by the CFO or sent). There would be immeasurable value to allowing the fields in the "Make Payment" form to be editable/customizable like every other form in the GLM.... Does anyone know if editing the "Make Payment" form in the GLM is something in-the-works? Thanks!
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This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Check Cancelation
We mail checks for smaller grant payments, and occasionally those checks are lost. We typically cancel the lost checks with our bank and then reissue a new check donation. How are others tracking canceled checks in the GLM? I'm seeing where you can cancel an installment, but that is only available if the installment hasn't yet been paid. Since we issued the check already, we marked it as paid, removing that option. How are others dealing with logging lost checks/reissues in the GLM?
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Branched Question Groups in Installment Form
It would be amazing if we could customize the installment form more than we currently can in the GLM. For example, many of our installments are based on deliverables from the grantees. It would be great when setting up an installment if we could have a branched question group so that logging the deliverables and their due dates that the installment is dependent upon does not show up unless it applies to the installment at hand.
How do others approach tracking installment contingencies in the GLM?
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add "Make Payments" form fields to Merge Fields available in email templates
Make the fields from the Make Payments forms available in the email templates merge fields. See "use the merge fields in email templates" suggestion submitted previously...
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Payment Entry
While I like the changes that come forward many do not make data entry user friendly. Entering payments now takes too many clicks to get where you need to be. I like the pop up screen for entering a payment but, once a payment is entered, the field collapses and you have to reopen the installment section to enter another payment or to ensure that your balances match. I use this time as an opportunity to make sure my balances are correct.
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Dealing with grant reversions
Does anyone have a good way to deal with grant reversions in Payment tracker? In other words if we pay a grantee $5,000 and they end up returning $500 and we enter that as a negative second payment, then we are still reminded that we owe $500 and I can't go in and change the amount awarded at that point (grayed out). Even if I could that would be an unsatisfactory fix because it doesn't reflect the original award. It would be preferable to have a reversion field.
Thanks for your thoughts!
Kim Anderson
Humanities Montana
posted June 14, 2012…
3 votesMoved to Archive during a clean up effort in April 2024.
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