Linking Payments and Reports

Depending on the requirements of the organization, a grantee may be required to submit a report in conjunction with the recipient of a scheduled grant payment. Follow these steps to link together a particular Grant Disbursement with a particular Grant Report and track this information on the Grants record:

1. Open the Grants record.
2. Click the Disbursements tab.
3. Click the New icon to open a new Grant Report Payment Links record.
4. Enter the report in the Report field. This field links to the Grant Reports service.
5. Enter the payment in the Payment field. This field links to the Grant Disbursements service.
   
   
6. Click OK to save and close the record.
7. Save the Grants record.