With Submittable's budget tracking tool, level 4 and 5 administrators can record and track your organization's fund distribution to applicants. Everything about the Funds tool is designed to make the process of awarding and distributing funds easy and transparent. You can verify the dollar amount available in a specific fund or check the giving capacity of the whole organization. 

Set Up Your Funds

  1. At the top of your organization's page, click Funds.

 2. Click the + New Fund button.

3. Enter the Fund Name, Fund Amount, and Fund Description, then Create Fund:

All your currently tracked funds will appear on your Funds page, showing total available amounts, funds awarded, and funds already paid:

Create Transactions

1. Click on a submission from your Submission List.

2. In the column to the right, click on the Funds tab.

3. Clicking the Funds tab will show you all award and/or payment activity for this applicant. To make a new award or payment, click + Create New Transaction.

4.  Select Awarded or Paid in the Status dropdown, select the fund to withdraw from, the amount to award or pay, and add a description in the text box provided. 

Note: Awarded refers to total money to be paid, and Paid refers to money actually paid.

5. Click Save. After you do this, you will see the new recorded transaction in the Funds column.

Note: You can edit or delete any fund transaction by clicking on the icons in the lower right corner of each transaction.

Report Transactions

To download a list of transactions into a .csv file, click on the Transactions area then the download icon:

The downloaded file will contain the Fund Name, Transaction Amount, Transaction Status, Submitter Name, Submission Name Field, Submission ID, Project/Program Name, Date of Transaction, and Transaction Description.

Interested in adding Funds to your organization's account? Contact our Account Management team here.

Did this answer your question?