nakeia@cobbfoundation.org
When processing grants, it would be very helpful if we could assign a letter template to a specific payment type. If a default payment type is saved for a grantee, it would be great if CSuite could automatically generate the correct letter. Currently, we have to manually select the electronic payment letter when processing grants paid by ACH bank transfer.
8
votes
Nakeia Gray-Smith
shared this idea
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Shari Martin
commented
We are trying to transition to ACH grantmaking, and not having any automation to generate the correct letter is making it very difficult.