Funding applications allows your organisation to manage grant applications submitted to your organisation for funding. There are different workflows here from setting up Fund, applying capital and disbursable funds, storing applications submitted, reviewing applications and applying statuses for payment distribution if accepted.
Below are the different workflows:
Creating a Fund and applying Capital and Disbursable amounts to the Fund.
Adding a fund application to a contact card.
Storing associated grant application documentation.
Reviewing all applications and applying granted amounts.
Making payments.
Reporting.
Prerequisite Setup:
Setup a Product for payments this Product must have a Product Type as Grant Gift.
Create a Campaign for example Fund. This will allows Fund Operations to be grouped.