Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
Sloan Edemann
shared this idea
Hey All,
If people are willing to share their Bill pay solutions that will help us investigate integrations.
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Julie Wright commented
We use PeopleSoft by Oracle and its a real witch...my payment process is so wonky... My grant managers enter the data on the "Make Payment" form, then use the create document button to generate an invoice from a merge template. Then we email that to our Admin Assist who enters the request into PeopleSoft. Sometime this happens smoothly, and sometimes those emails get lost....I've had grantees call 2 mos. after they are supposed to have recieved their check to tell us that they have not... It's a disaster...We've tried having me pull a payment report, download it to excel, and use it to generate (via mail merge) invoice for our AA to enter, but that doesn't work if a grantee's payment schedule gets changed for some reason (we withhold d/t lack of progress or something else...). I think we've finally worked out a better system, but we've not tested it yet.... and it still dependent on the AA receiving an email and acting on it.
I've talked to Aaron Spavacek at FT and our peoplesoft folks here about api data, but our folks didn't seem to know what to do about that....
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Sloan Edemann
commented
Hi Sammie, I'd be happy to hop on a call or email thread to discuss this further. My email is sloan@ajf.org. Thank you!