Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
Anonymous
shared this idea
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Amy Nichols commented
This would make things MUCH easier for me as it would allow me to filter on just one type of grant payment when selecting groups of recurring grants. It would also be very helpful if the column indicating the payment type was also in the "New" "Approval" and "Request" tabs.
-
Sarah Paone
commented
We would like to request that an additional column titled "Default Payment Type" be added to the Open Recurring Grants screen. There are days where we have 100+ recurring grants that are scheduled to be processed. We process grants via check and ACH. With so many recurring grants being processed each day, it would be wonderful if we could see the grantee's default payment type before selecting to create the recurring grant. That way, we could select to create all of the recurring grants who are marked with ACH payments together and keep them separate from the grants that are to be paid via check.