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5 results found

  1. Edit Fields in "Make Payment"

    The grants staff in our foundation coordinate with our accounting team in order to get grant payments out. We need to be able to note payment as Ready, In Progress, or Complete to help both teams project manage. (for example, an in-process payment could be a check that is written but not yet approved by the CFO or sent). There would be immeasurable value to allowing the fields in the "Make Payment" form to be editable/customizable like every other form in the GLM.... Does anyone know if editing the "Make Payment" form in the GLM is something in-the-works? Thanks!

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. Branched Question Groups in Installment Form

    It would be amazing if we could customize the installment form more than we currently can in the GLM. For example, many of our installments are based on deliverables from the grantees. It would be great when setting up an installment if we could have a branched question group so that logging the deliverables and their due dates that the installment is dependent upon does not show up unless it applies to the installment at hand.

    How do others approach tracking installment contingencies in the GLM?

    1 vote

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  3. Add "Make Payments" form fields to Merge Fields available in email templates

    Make the fields from the Make Payments forms available in the email templates merge fields. See "use the merge fields in email templates" suggestion submitted previously...

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  4. 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.

    23 votes

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    8 comments  ·  Payments  ·  Admin →
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  5. Notification for Payment Installment

    I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.

    Thanks for your consideration.

    29 votes

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