Entering a grant in Blend

Tracey M henley

June 22, 2023 13:56

How does an LO enter a grant in Blend?

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  Sam Quilter

  June 23, 2023 17:01

  Hi Tracey M henley

  Great question!  Blend currently doesn’t have a section/category specific for funds from a Grant, but you could still add it to the file by going to the “Other Assets” section and using the Asset Type of “Other”.  Not a perfect solution, but doing this would allow the system to track and account for the amount of the grant while doing any financial calculations related to the file.

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