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Payment Tracker - Pull Date Options

For us it would be very helpful if the payment tracker pull date could be changed from "Due Date" to "Payment Date." This customization option would provide us with increased accuracy in the payment tracker feature. We can currently export this data using the report tools but simply entering the start and end date in payment tracker that filtered the actual date the check was written, would be awesome. Thanks for all your efforts.

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Carrie shared this idea  ·   ·  Report…  ·  Admin →
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  • Kelly Romanoff commented  ·   ·  Report

    Hello,

    Entering the due date when a grant is first approved is helpful, but it is a hypothetical data point. Once the grant is paid the key date data point becomes payment date. The due date is irrelevant and almost garbage data after payment. I feel strongly this is a significant issue that needs to be researched for the practical application of the payment tracker page.

    Thank you,
    Kelly

  • Chris Dahl commented  ·   ·  Report

    Hi Carrie,
    Thanks for suggestion! At this point, I don't think we're in a position to make this change, and given that you can at least get it via data export, I don't feel it's super urgent. However, as we work through some of the User Interface (UI) improvements that I expect to happen in the first half of 2016, I'll make sure we keep this in mind. It may be something that is easier to do after we make some other changes to the system.

    I really appreciate you taking time to post this, and if any other users have feedback about this functionality, I'd love to hear it. Thanks!
    -chris