Funding Management
Configure and use the funding management feature
By Oz1 author11 articles
- What Is Funding in Dapple? How Budgets, Funds, Awards and Payments Fit TogetherFunding in Dapple tracks grant money from budget to payment. Learn what budgets, funds, awards and payments are, where they live and how they connect.
- How to Turn On Funding and Set Up Your First Fund in DappleSwitch on Funding, check your payment methods and schedule templates, create a fund for a project, and optionally draw it from an organisation budget.
- How to Create a New Fund in DappleCreate a fund for a project in Dapple: choose the project, set the currency and total, draw it from a budget, and choose who approves payments and award changes
- How to Award Grant Money to Successful Submissions in DappleThe four ways to award grant money in Dapple — from a submission, in bulk from the Submissions list or Stages board, or from a fund with Award more —…
- How to Schedule Award PaymentsSet up a payment schedule on an award in Dapple: start from a template, apply it to the whole fund, edit names, dates and methods, and hold payments until a…
- How to Approve Award Payments and Record Them as Paid in DappleFind the award payments that need action in each fund, open the awardee's submission, approve payments with two-person sign-off, and record them as paid with a date, method and reference.
- What Each Award Payment Status Means in DapplePlain-English definitions of every award payment status in Dapple — Scheduled, On hold, Ready to pay, Approved, Processing, Paid and Cancelled — plus the Overdue label and what awardees see.
- How to Increase, Reduce or Cancel an Award in DappleIncrease or reduce an award, record money an awardee sends back, get changes approved, and cancel or restore an award safely.
- Who Can Award, Approve and Pay in Dapple?How your existing Dapple roles work in Funding, how to choose who approves payments and award changes on each fund, and who can see funding data.
- How to Keep Your Team and Awardees Updated on Award PaymentsShow awardees their award and payments in their Dapple account, tell them when they've been paid, send payment reminders, use Funding merge tags, and keep your team alerted.
- How to See Who Changed What: The Audit Trail for Awards and Payments in DappleDapple logs every award, payment and fund change with the user and time. Find it in the Activity log for your whole account, or on each submission's History tab.