Add a page to check invoice status and details for monthly payments
Sometimes our IT department blocks emails from YC or we don't get an alert, so we would appreciate a place to check this on a consistent basis.
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Savannah Heath
- Jun 22 2022
- Shipped
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Apr 15, 2024
Admin response
Client admins in all communities can now view funding request information using Charitable funding information, which is in the Report menu on the CSRconnect Admin Portal. Filtering options include date range, status, and funding request number.
For more information, see Charitable funding information.
Related ideas
We have delivered this request to a select set of early adopters. We intend to make it generally available to all customers in an upcoming release. In the meantime, feel free to contact me if you want to learn more.
We are actively looking into solution options for providing self-service transparency within CSRconnect admin portal to your charitable funding information - invoices (funding requests), payments to nonprofits (disbursements), etc.
We'd like to validation and refine our solution approach with a few customers. If interested in providing feedback, please sign up for a call.