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GLM & SLM Idea Lab: UI/UX

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Entering Payments made easier

The process of entering payments takes too many clicks and is not smooth process. Once you select the agency to enter the payment there is a double option of "Make/View Payment". Then you have to select payment again and then you have to scroll down. The screen for entering payment should be user friendly. Also, you cannot tab through the fields because it hangs up on the date field. We enter a lot a payments and would like a more fluid process.

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Judy shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminChris (Admin, Foundant Technologies) commented  ·   ·  Report

    Hi Judy,

    Thanks for the suggestion. We are working on improving the payment functionality. As part of our 5.14.0 release (scheduled for late in March), I expect that we'll have a better payment option from the Payment Tracking page. At a high level, this will be a popup that will allow you to enter the key pieces of information without having to leave the page.

    I'll be interested to hear your feedback after this is available, and we'll continue working to make this functionality easier to use.

    Thanks,
    -chris