edit installments from the request summary page
It would be very helpful if we could edit payment installments from the request summary page. Will this be possible in the near future?
Jessica
shared this idea
Moved to Archive during a clean up effort in April 2024.
-
Mary Nicosia
commented
I agree. We have a process that awards in two installments, but different amounts. I choose installments and it automatically splits the amount evenly. I then have to click over to another page, where I have to change each installment because the second doesn't automatically update when I change the first. This has to be done for every award, so around 12 awards each time - that's a lot of unnecessary clicking.
-
Chuck
commented
I agree with Mary - I do this infrequently, so I have to contact support to be reminded how every time. It would also help if there was a knowledgebase article for this.
-
Mary Giraulo
commented
I sort of agree. I don't change installments often, so it's hard to remember that I need to go into the Decision to change the installment amounts - it's not clear from the Request page where to go. Maybe it would be simpler to add a link to the Payment section of the Request page ("Edit Installments" or something similar), that would open the Decision for editing.