Installment fields / follow ups
We make our grant payments via direct deposit, and we follow up every payment with a follow up form called "Acknowledgement of Funds Received" form. This form is attached to specific installments and asks the grantee to confirm the amount received in transfer. I would love to be able to pull installment amount into these forms.
My example would be to add an "installment amount" question to the follow up form that pulls the installment amount of the specific installment the form is assigned to. I think this could also be helpful for other use cases now that the installments are also forms, but I haven't figured out what those uses cases might be yet! Thanks!
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Patricia Napolitano commented
If you are sending out several payment installments for one grant award, there should be separate 'Check Acknowledgments' Follow-up forms.
It's important to make sure a check is received, but as of now, there is only one 'check acknowledgement' follow-up for the entire grant, instead of for each installment.
This would help keep organized instead of email off-GMS with the grantee to make sure the check was delivered.
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Helen Hands commented
We would add the Installment Count, Installment Amount, and Installment Due Date in our grant agreements for multi-year grant recipients.
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MaryKate Ryan commented
We would use this as well, but mostly internally -- I would like to be able to set up an automated email to go to our ED with the installment amount when our grantee submits the trigger followup form. They submit a report, and then we pay them. It would be helpful if we could have the email auto-populate with the amount of the installment.
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Lynnette Donaldson commented
Absolutely agree with Mariah. We are transferring all grants via ACH transfer due to COVID-19 and I have spent the morning trying to find a way to do exactly this - pull the Installment Amount from the installment Form into my Acknowledgement of Funds Received form so the grantee can acknowledge receipt of the installment. As it stands now, the Acknowledgement of Funds Received form can only include the Total Amount Awarded. This is confusing for grantees because they may see a total amount awarded of $30,000 but we are only asking them to acknowledge receipt of an installment of say $10,000 at a time. On this form, I would love it if they could see "Total Amount Awarded" then "Installment Amount".