Agreements

  • Track payments against particular budgets and funding overviews
  • Configure audit or security controls to ensure that only certain staff can change payment information
  • Payments can be classed as "scheduled" or "approved" and "conditional" - ensuring that you only make payments to applications that have met their funding criteria
  • Define a payment schedule for each grant
  • Track what is to be paid or remains unpaid against financial periods and budgets
  • Capture cancelled and returned payments
  • Xero integration available (additional charges may apply - please contact us for details)
  • Generate payment reports
  • Include notes on a payment
  • Generate a paper cheque request for accounting
  • Supports wire transfers by storing required information and confirmation codes for successful transactions
  • Utilise the Payments API to connect SmartyGrants to your existing payments system

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