In love with the auto-assign follow-ups! Easy, intuitive, and saved soooo much time. So of course, inspired by this giant leap forward in functionality, I want it all... so I'm making some more suggestions around the grant approval workflow. But know that I'm cognizant that all of this takes time and may or may not be practical.

One of our grant programs is paid out in 5 installments, 25%-25%-25%-15%-10%. The process of entering installments requires me to enter the # of installments (5) and months between installments (3). Then I need to adjust each installment to the proper amount.

I hope someday Foundant will change the approval entry form to allow users to assign a percentage (or even create an auto-assign option for payments)... but in the meantime, there are a few niggling problems with the existing system that crop up.
Every time I adjust an installment, there is a popup window that says "Update successful: Updates have been saved." I must click out of the popup window for all 5 installments, multiplied by the number of grants. Lots of unnecessary clicks. The popup window isn't necessary since I can see that the installment amount changed. After updating the installment, the installment accordion box stays expanded. This prevents me from seeing all five installments in a glance, which I want to do in order to make sure I've made all of the right updates. I really don't like having to scroll when it's not necessary - so I'd prefer if the accordion box would collapse after the update. Otherwise, that's five more unnecessary clicks per grant, plus some unnecessary scrolling. For this grant program, all of the installments are conditional on submission of a follow-up, due on the same day. Currently you have to go to the request summary to select which installment each follow-up relates to (otherwise, they are assigned to "Overall Grant")... With the (wonderful incredible) auto-assigning of follow-ups, it seems a logical extension to make this automatic as well. This could be done by adding a column on the 'auto-assign followups' popup... and it would be nice if the system could identify that the due dates are the same, and fill in the column for you (probably hard to do).I love being able to save approval drafts - I really wish I could batch approve multiple grants after that. Since all of the info would be entered already... it seems like this would be possible.