it would also help if the Make Payment form had assigned emails or the questions were available in the Merge Fields so an automatic email can be sent to finance department.

Consider adding a new bucket in CSuite, "Approved in GLM"

We do many grants with several installments for a project. It would be a great help to possibly have something in the system to set up for a reminder as payment deadlines come close to being due. Thank you for all your help.

I'm not personally interested in a payment installment reminder email for most of our processes (I assume it could be turned on/off by process?) - but it might make sense to add this to the dashboard (a number for imminent/overdue payments, like submitted applications etc). Or to add a popup when entering Foundant that x payments are imminent/overdue, and a button in the Payment Tracker that brings up a list of imminent/past due payments. (The Payment Tracker currently only lets you search by start and end date, which I guess at, and then I have to sort by the paid column to find the ones that are due... I'd rather be able to pull the unpaid ones only.) Just a few ideas...

Hi all,

The Follow Up Past Due notification is now in Production as of the 5.8.0 release on Oct. 20. As I've noted, we'll continue to look at adding a notification for Payment Installment reminder.

Thanks again for the suggestions and feedback.
-chris

Hi again,

Our 5.8.0 GLM release is currently in our Demo environment and includes a Follow Up Past Due notification that will go to the owner of the past due follow up. It'll work like the Follow Up Reminder notification, so shouldn't be too much new anyone needs to learn for it. It's tentatively scheduled to go to production next Tuesday evening, October 20.

We'll continue to look at the payment due notification.

Thanks again eveyone for the input and discussion on these ideas.
-chris

Hi all,

We are looking at adding an overdue follow-up notification in our next major release. Our thoughts are that this would be sent out the first day after a follow up is due (assuming of course that it's not been submitted). This would be something we could change - i.e. if you wanted to give them a couple days of a grace period, we could change it from one day overdue to three days or something, but it would have to be the same for all the overdue notifications. It would be very much like the follow-up reminder notification in that you could assign it on the Process Manager page to whichever follow-ups you wanted to.

Going forward, as we can rework the user interface a bit, I'd like us to be able to allow you to customize the # of days for all the follow-up notifications. However, for now, trying to make that fit and be intuitive in the existing screens is just too tough.

Thanks again for the feedback!
-chris

I agree with Mary. I would love to see an "overdue follow up" be an automatic email!

...And... if an administrator wants to receive the "report is overdue" email, there's an easy workaround. Once the auto email is available for the applicant, you can just set the email template to BCC yourself. That way, you get the email at the same time that the applicant does.

I would love to see an "overdue follow up" automatic email! Great idea. Some of our grantees need multiple pushes to get something done.

Hi Karen,

We have also discussed an automatic email that would go out when a Follow Up is overdue. This would go to the person responsible for filling out the Follow Up. We'll probably be trying to do that before too long.

A notification that would go to a particular administrator to say that any report is overdue is a bit more complicated, and probably not something we'll do anytime soon. I'll keep it on the radar, though.

Thanks,
-chris

Hi Chris,

I agree with Kristen. I really like the idea of placing this on the Decisions/Approvals form where we can choose who the notification goes to and creating the template that says it is for an installment due.

In addition, we require a year end grant report prior to releasing any installment. As with the installment payments, we currently run a report at the beginning of each month to verify which reports are due and see which are tied to installments. Could we also add a notification email that lets us know if reports are overdue?

Karen

Hi Chris,

Great points. I like your idea of this being a notification option that we set on the "Update Process" page under the Decisions/Approval form. You're right, there's no need to have all of the administrators receive this type of notification. I also appreciate that we'd have the option to set up a notification for one-time grants where the payment is made a month or so down the road from the approval date.

Thank you for bringing this idea up internally and be sure to let me know if you need any additional input.

~kristen

Hi all,

This seems like a relatively popular request - I appreciate everyone weighing in.

I think the biggest challenge this will be determining the recipient(s). While it's relatively easy to build it so that the payment reminder email is sent to all administrators, I'm guessing that won't be the right solution for a lot of our clients with multiple administrators and multiple processes.

One option would be to have it as an option when creating an installment. However, that seems like it would require an extra click (or more) for every installment. It also doesn't address cases where a one-time payment grant might have a payment date in the future (i.e. a month after it was approved).

Another option would be to try to add it as a notification option on the "Update Process" page (like where the "To Administrators (when Submitted)" notification is). My concern with this approach would be how to make it clear it's for payments. Would it make the most sense to put it under the Decisions > Approval form? This approach would allow the administrator(s) to be selected on a per process basis.

I will bring this up for discussion internally and see what we can come up with for options. In the meantime, if you have some feedback on the options above, I'd appreciate hearing it.

Thanks!
-chris

I vote for the push model, so the reminder happens automatically. Ideally, it would show up on your dashboard, or perhaps the monthly report would auto run and get sent to your email.

Hi there,
We too have created a report for installments due and review it at the beginning of each month. However I agree with Kristen that an email reminder when installments are due would be beneficial as well - sort of as a "back up" to ensure we are following through.
Karen

Hi all, we've worked our way around this by creating a report for installments due. We run this report at the start of each month, and then review it for any changes that might need to be made (e.g., we've moved a payment out because a deliverable is due).

Kate

i also like the idea of an upcoming installment payment alert. it could be 30 days out. you could self choose it in the email templates with the auto--lightning bolt? then you could opt out if you so desire.
betsy

Hi Chris,

I had envisioned it as an email notification, similar to how administrators can currently program application received notifications. Another example would be the way we have the ability to program automatic applicant email notifications when follow-ups are due. Ideally, each administrator would have the option to use it or not use it to control the "noise level" so it doesn't clog up email.

Sometimes I just need a simple reminder to make a payment, especially when it's at a random time within a grant cycle. I would also like to use this function when a PRI payment is due to us...I foresee it as something that could be helpful for both outgoing and incoming payments.

Let me know if you need any other clarification or if you have other suggestions. I, too, am curious if others would find this helpful.

Thanks.
~kristen

Hi Kristen,

Thanks for the suggestion. Do you see this as an email notification, or more like a page that could identify these simply? I think for people with very many installments, emails would start to get "noisy" ...

If you could provide some more details of how you would use this, we could discuss it with other clients and I could see where it would fall on our product roadmap.

If anyone else has comments on this functionality, I'd love to hear them.

Thanks,
-chris