Batch "add installment" and "make payment"
It would be handy to be able to add installments in a batch as well as make payments in a batch. We just distributed 53 checks and the last thing I want to do right now is have to manually update the amount and date of each of those checks. What would be handy is to have a list of all payments due and a batch payment option to indicate their completion.
Daniel Komansky commented
Perhaps having a batch entry of payments where there is no check number (if payment is made electronically) and where the payment comment, if any, is identical for all payees, would allow this to be implemented.
Thanks for the feedback, Lauren. From what I'm seeing here, and after talking to you a bit at You Fly We Buy recently, it seems like there are 2 types of "batch payment." The first would simply be to create a payment for the full grant amount with a certain date. The second would be more of a grid-like interface where people could enter a payment amount, date, check number, and comments.
We'll definitely keep this on the road map, though before we can consider it in more depth, we'll need to address some significant user interface improvements.
Lauren Bruno commented
I can chime in that we'd love this too, or otherwise being able to turn off the feature. Most of our grants are paid at the full grant amount in batches on the same date, no need to record check number or anything else. A few are paid in installments. We track that all in our main database. I currently do not use the payments feature but I don't like how grants show as "unpaid" in the system since this is incorrect.
Hi Lisa and Kara,
From what I understand, Lisa, it looks like your payment process would be very much in line with what I outlined in my overview above - correct?
And Kara, could you provide a bit more detail. You mention being able to ""pay" in one click after I've set all the payments up" ... does that mean that the process and requirements I outlined above would work in your scenario? Or are there some things more unique that we'd need to consider?
While I certainly understand there'd be some big value in this feature for some folks, at this point, it's not a feature on our short-term road map. This is partly because we've not heard it being a big challenge for that many users, and in part because we aren't exactly sure how it would need to work to make the workflow easier for everyone who would want to use it.
If possible, please add some more details around how you'd use it - and if anyone else has some detailed workflow comments, please chime in. I know that it can be frustrating that it takes a bit for some of these features to get into the software (we use a lot of software applications in our jobs here and certainly have some pain points too), but really understanding the desired functionality is critical if we are to implement something that truly meets your needs.
Thanks again for taking the time to comment and add your suggestions,
Kara McCullough commented
Has this been considered for implementation? It would make my life so much easier to be able just to "pay" in one click after I've set all the payments up!
Lisa Rhynes commented
The majority of my checks are paid in one batch and for the full amount of the grant. I don't care to have the check number recorded in your system. No comment is needed either.
I'm also trying to quickly enter historical grants manually so they will show up in the print packet. It would be really helpful to batch pay those as well.
We don't have a "Batch Pay" option. When a payment is made, we collect the amount, payment date, check number, and comments. With this much data that will be unique across different payments, it's hard to make this a batch function.
If you have an idea on how this could be a batch function, I'd be interested in hearing it. I'm guessing the only way it really makes sense is if the payment amount matches the grant amount, no check number is collected, the payment date is the same for all, and the comment is shared, and I'm guessing this is relatively rare for most folks. I could be wrong, though, so please feel free to update this with more details when you get a chance.
posted April 29, 2013 by Chris Dahl, Foundant Technolgoies
I apologize if this has already been suggested but I would like to see a "Batch Pay" option under the Payment Tracking. Sometimes I send out 60 grants in one month (more in December), sometimes 25 in one day and it would be nice to just pay them all at one time. Is that possible now? Thanks!
posted April 23, 2013 by Kishawn Leuthauser, The Louis and Harold Price Foundation