In CSuite, when creating a refund it shows the Edit GLM Options. When I update the GLM options to our current syncing process it doesn't actually sync the refund to the original request. The only thing that works for us is Void/Cancel but this doesn't work when a Grantee has cashed a cheque and is issuing one back to us. It would be awesome to have the refunds display similar to the Void/Cancel installment sync in GLM.

Because installments are now forms, I have created a "returned or rescinded grant funds" installment form. We can use this for grant returns or grants that were rescinded. They are 'negative' installments, with 'negative' payments if it also involves a return of grant funds. Then, you can easily identify what they are - as they are under that specific form type - and we have special questions to record what happened that only appear on this installment type.

Would also be helpful if there was a way to add that a payment was voided due to lost check or something. This happened recently and I had to edit the first payment to be 0 and then add a second payment of the award amount, otherwise it looks as if we have paid the recipient double what they were actually awarded.

Hi Sammie,
It would be great to have a special reportable "Refund" installment button (aka a negative installment) so that it is easier to find a grant refund and report on that item. Also, it would be great to be able push any refunds back into GLM if one is done in CS. CS has a special button for refunding grants which include: Refund date, Refund Reason, Refund Fund, Refund Amount. The original grant amount would remain the same, the payment installment would remain the same and the refund amount would report in the same column as the grant amount so that the total granted to that organization would be accurate.

There is a special ID for a "Refund Grant" in CS in addition to the original Grant ID.

I hope this all makes sense.

Thanks!
Missy

Please vote for this! Thanks!

We would like to credit against the initial awarded amount. Sometimes grantees are unaware until their accounting dept. notifies them that funds have not been used. They submit follow-up and realized we need to make changes. I want to show that funds have been received back. Thank you.

Either revise the negative payment tutorial or revise the process for negative payments. There should be an easy way to correctly account for returned grant monies. These returns should be able to be easily tracked in the grantee organization’s history.