thankQ Help

The following help articles will demonstrate the process for creating a new grant. It will show you how to do the following steps:

•Creating a New Grant.

•Entering the Details of the Contact(s) associated with the Grant.

•Editing the Grant and entering the Committee Meeting Date.

•Printing the Committee Reports.

•The process to Approve Committee or Reject.

•Entering the Trustee Meeting Date.

•Printing the Trustee Reports.

•Entering the Payment Years, Amount Approved, Start Date and Frequency on the Details tab.

•Generating a Payment Schedule from the workflow window or entering it manually.

•Approving the Trustees.

•Editing the Pending and Approved payments under Payment Schedule tab.

•How to Release for Payment from the workflow window.

•How to Approve Payments from the Grants module window or manually from Payment Schedule.

•How to Load Due Payments for Pending and Approved grant instalments.

•Completing the Batch by creating an ABA file to upload to your bank.

•How to Roll over a grant after an Annual Review.

•Mark a grant as Paid when complete.