Payments
In this article
In this article group
- Summary - Header
- Smart Insights
- Criteria Ranking
- Attachments
- Expenditures
- History and Comments
- Post-Success Report
- Document Validation
- Reading Scanned PDFs (Text Recognition)
- Web Research and Source Citations
- Seeing Who Else Is on an Application
- Seeing the Evidence Behind an Optible Score
- Translate an application into your language
- Screening Board Members Against Sanctions Lists
- Post-Award Review
1. Add Payment History
- Click Add Payment to open a modal and record a new payment.
2. Payment Fields
- Description: Details of the payment.
- Amount: The amount associated with the payment.
- Actioned by: The person who processed the payment.
- Date: When the payment was processed.
- Status: Approved, Rejected, Planned, Awaiting Approval, or Inactive.
3. Edit Payment
- Click the edit icon to modify date, amount, description, status, and attachments.
