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One of the key screens is shown below. This screen is the main donor-advised grant request entry screen Key features on this
screen include:
Assign user-defined grant type. Grant type can categorize based user, amount, donor, or other
Simple entry of funds supporting the grant request; can be multiple funds
Link to Raiser’s Edge for fund characteristics; Link to Financial Edge for available budget
Entry of recipient (beneficiary of grant) and payee (receipt of grant check)
Entry of number of payments; payments can be scheduled in varying amounts by varying dates
Grant Characteristics to allow the grant to be categorized based on foundation/user-defined requirements
Correspondence documents can be created and/or linked
All standard media (pdf, doc, xls, graphics, etc.) linked
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