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  1. Notification for Payment Installment

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    Under Consideration  ·  20 comments  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Karen Schiavelli commented  · 

    Hi Chris,

    I agree with Kristen. I really like the idea of placing this on the Decisions/Approvals form where we can choose who the notification goes to and creating the template that says it is for an installment due.

    In addition, we require a year end grant report prior to releasing any installment. As with the installment payments, we currently run a report at the beginning of each month to verify which reports are due and see which are tied to installments. Could we also add a notification email that lets us know if reports are overdue?

    Karen

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    Karen Schiavelli commented  · 

    Hi there,
    We too have created a report for installments due and review it at the beginning of each month. However I agree with Kristen that an email reminder when installments are due would be beneficial as well - sort of as a "back up" to ensure we are following through.
    Karen