Comments

• Hello, Jamie. We engage with multiple touch points in the organization throughout the payment process to ensure multiple folx are expecting the payment and looking out for it. Ultimately, we send an electronic award letter the day the ACH is released which alerts both the primary contact of the org as well as request owner…

  in How do you confirm an ACH has been received successfully? Comment by WendyVendel July 2023
• Hello. We switched to ACH two years ago. Note, we have two cycles per year, approx 200 payments each cycle that we process all at the same time. We ask for the authorized banking contact email address on our grant acceptance (agreement) form within GLM. I then run a report on that field once I receive all the agreements…

  in ACH-verify bank information Comment by WendyVendel April 2022
• We have been doing grant payments via ACH since last May 2020. We process approximately 200 payments in bulk twice a year so our system is pretty straight forward. We utilize DocuSign to obtain banking information (post board approval) which is ultimately pulled out and transferred to our online banking portal. There is no…

  in Best Practices for using ACHs Comment by WendyVendel September 2021
• Hello all! We switched to ACH payments last June. We utilize DocuSign to receive banking information electroinically. We do not store any banking information within GLM. On our GLM grant agreement form, we ask for the name and email of the person responsible for providing banking information. Once we receive all the grant…

  in Electronic Grant Payments Transition Comment by WendyVendel March 2021
• Thanks Deirdre. Do you by chance have any integration or routine reporting between Quickbooks and GLM? Thanks! Wendy

  in Budgeting Software Comment by WendyVendel October 2020
• Great question! For me, multiple 'office' spaces to keep things interesting, comfortable, and productive make this situation manageable. I couldn't do without my outdoor office space on my porch with a tv tray and cozy chair. My kitchen island is great for standing up after sitting too long. And my proper office is perfect…

  in What's your favorite WFH accessory? Comment by WendyVendel October 2020
• Hi @PritiMehta, We utilize a follow up form template as our grant agreement. This form is assigned at approval and is pushed to their online portal for their electronic signature. You can easily see (or run a report) showing what applicants have submitted their agreements and which have not. Once all forms have been…

  in Paperless agreement letters Comment by WendyVendel October 2020