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
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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.
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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.