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Clarity Human Services

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Clarity Human Services

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7 results found

  1. It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.

    2 votes

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    0 comments  ·  Funding  ·  Admin →
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  2. We are looking to have functionality created for us so that we could enter in credit instead of an expense. For instance, we pay for someone to stay at a hotel for 4 nights at $150 per night. Our fiscal department writes a check to the hotel for $650 paid upfront. The expense is then put into Clarity for check #123 for $650.

    Then later on, since the person only stayed for 3 nights, the hotel sends us a check for $150. We want to be able to enter a credit into Clarity for (their check number) in the amount…

    3 votes

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  3. Under funding source/grant activity there is no ability to delete. This is an issue if we make an entry in error and need to correct something that was entered previously. Currently you can add an end date, but this doesn't help if something was entered in error, incorrect data is reflected instead of being able to be removed.

    18 votes

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  4. Our new "add funding source" popup window has 17 pages. Most of them are inactive and / or ended. We need a way to limit the choices. If the funding source has an end date in the past, you are not using it. If the funding source is inactive, you are not using it.

    We add 15+ funding sources each year for ONE program. There are other programs that also have new contracts each year. Next year we will be up to 20 pages!

    Please provide a method to restrict the funding sources on the "program add funding source popup…

    3 votes

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    0 comments  ·  Funding  ·  Admin →
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  5. Could there be some sort of tool tip or reminder on the Add Program screen that reminds us to go to the Field Editor to create the new funding source name? Or even better, allow us to add straight from the screen. Too many steps are involved when it comes to setting up new funding sources.

    5 votes

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    1 comment  ·  Funding  ·  Admin →
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  6. Service funding sources are listed in the dropdown it isn't in alphabetical order which make it a bit of a mess for people to use. Alphabetical sorting would be easier!

    22 votes

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    1 comment  ·  Funding  ·  Admin →
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  7. When Direct Expenses are enabled for a Funding Source, it would be very helpful to add a feature that limits any Service Expenses to be charged in excess of the Fund Amount -ie, Direct Expenses cannot exceed Fund Amount; Total Available > 0. This feature could be added under "Eligibility" or it could be a flag that pops up when a user tries to add a new Service Item. Thanks.

    5 votes

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    0 comments  ·  Funding  ·  Admin →
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