Agreements
Monitor your money movements with the features below.
- 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