Add, Create, and Delete Recurring Grants

If a grant needs to be paid on a regular schedule, set up a recurring grant.

Initial Steps

1. Navigate to the Funds page.
2. Enter the fund name in the Search Funds field and select the Fund from the drop-down list.
   • You can also click List in the left-side menu to view a list of all funds. Click the ID of the fund for which you want to add the recurring grant.
     
     
     
3. Click Add Recurring Grant in the left-side menu.

There are two options available for use. Navigate to the appropriate section below for a recurring external grant or a recurring internal grant.

Recurring External Grant

1. Enter the name of the grantee in the Grantee field and select the grantee name, or click [show list] for a list of all grantees.
   
   
   
2. Complete the Create Recurring Grant fields and then click Create.
   
   
   
   • Hover over the SmartTips (questions mark icons) in CommunitySuite for field guidance.
3. Review the Recurring Grant information and then click Create Grant in the left-side menu.
4. Continue to Next Steps section below.

Recurring Internal Grant

1. Enter the name of the fund in the Destination Fund field and select the fund name, and then click Create.
   
   
   
2. Complete the Create Recurring Grant fields, and then click Create.
   
   
   
   • Hover over the SmartTips (questions mark icons) in CommunitySuite for field guidance.
3. Review the Recurring Grant information and then click Create Grant in the left-side menu.
4. Continue to Next Steps section below.

Next Steps

1. Navigate back to the Grants page and click Recurring in the left-side menu.
2. The recurring grant Open bucket displays the recurring grants. Installments that are due or past due are listed in red. There are two options available for use. Navigate to the appropriate section below for creating a single grant or creating grants in batch. 

Create a Single Grant

1. Click the grantee ID for the grant you want to create.
   
   
   
2. Click Create Grant in the left-side menu, and the grant will be created and listed below the Recurring Grant section.
   

Create Grants in Batch

1. Click Create Grants in the left-side menu.
2. There are two options available for use. Navigate to the appropriate section below for using All Funds or Specific Funds.

All Funds

1. Click All Funds.
   
   
   
2. Check the box(es) next to the grants you want to create and click Create Grants.
   
   
   
3. Click [Yes] to confirm.
   

Specific Funds

1. Click Specific Funds to create recurring grants for specific fund groupings.
   
   
   
2. Check the box next to each Fund Group, Fund Subgroup, or Fund Division that you want to create recurring grants for, and then click Next.
   • The Grants Due column displays the specific number of grants that are due for each group.
     
     
     
3. Check the box(es) next to grants that you want to create and click Create Grants.
   
   
4. Click [Yes] to confirm.
   
   
   

Delete/End a Recurring Grant

Once a recurring grant has run its course, end the recurring grant. All grants created from recurring grant entry will remain unaffected.

1. Navigate to the recurring grant. 
2. Click Delete in the left-side menu.