2 results found
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Keep original grant date in DonorCentral when check is later reissued
It is incredibly confusing for donors to see what looks like a new grant when a check has to be reissued for something they did previously. FIMS keeps the original grant date. Donor Central should keep the original date. If necessary, add a payment date that could change.
2 votesSupport Issue ·
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This issue is caused by using the wrong date when voiding the check and re-issuing it. When voiding a check its best to use the orginal date for the void and then when re-issuing the check, also use the orginal check date for the new check.
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Improve timing of DonorCentral Grant Approval Email
Situation: Grant approval email is generated once the grant has been approved AND paid. This may give the impression it took an excessively long time to approve the grant. Often a grant is approved well in advance of the time it is paid.
Solution: Send the grant approval email at the time the grant is approved.
2 votesSupport Issue ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
In order for an automatic grant approval email to out, the grant actually does not have to be paid, it has to be approved and posted. Posted meaning posted over to AP module, but can still be sitting in Open Items ready to be paid.
The DonorCentral automatic emails for approved grants actually go out every day at about 6:00 AM. When the grant is approved and posted, the approval email will go out at the next run for the automatic emails.
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