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Thanks for this information!!!

@TrinaFrandsen I did just learn that Foundant supports APIs for those with an Advanced license. I don't know quite how these work (yet!), but I believe the capability could be used to export installments, including bill.com PNIs, to Quickbooks, then import payments back into GLM.

Thank you @KaraAdams - I'll have to check out those links!

@TrinaFrandsen & @DeborahMueller - Don't quote me, but I believe this is already an Idea Lab suggestion. Feel free to vote it up there, or add your own specific suggestion. In the meantime, there are a few other discussions here in Compass that might be helpful.

Kara

Community Manager

@DeborahMueller Of course our legal and financial advisor team reviewed and approved the process. I work for a Bank, where security is our highest priority.

Hello Minal,

Our Foundation moved to electronic Grant Agreements and ACH authorizations last year. After each application is approved the applicant is assigned a follow up, requesting that they submit both forms electronically in order for funds to be disbursed. This way, should they change Banks or designated accounts, they can provide that information directly to us on the form for each grant awarded. This information remains attached to their application. I have attached a copy of these forms here. Let me know if you have any questions.