Create/View Installment Grants in Fund Advisor Portal
Ability for a Fund Advisor to create an installment or multi-year grant in the system like Recurring grants are done. Currently only communicated in Description or Notes and requires manual setup in the grant record.
Provide greater visibility for installment grants in the Fund Advisor Portal other than leaving the grant in the Approved status until fully paid. Allow Fund Advisors to see when future grant installments will be paid.
Charles Case
shared this idea
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Gabby Lam
commented
I agree. Our Fund Advisors want to know exactly what grants will be paid when. At the moment, they are completely in the dark when it comes to knowing when second and third installments are due to be or are paid.