Comments
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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…
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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…
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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…
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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…
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Thanks Deirdre. Do you by chance have any integration or routine reporting between Quickbooks and GLM? Thanks! Wendy
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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…
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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…
