A grant

Send an installment

1. Find the installment under Installments and press Send.
2. Choose the account it leaves under Out of.
3. Choose where it waits until it is confirmed under Into transit — or, for an organization not on ORG-APP, the spending account it is in your book.
4. Press Record as sent, or Record as paid for an organization not on ORG-APP.

Then: Only your book's side is posted, in the grant's fund. The receiving unit confirms it arrived on its Journal, as a grant, and says what arrived where its book keeps another currency: the grant then shows what arrived and the rate it crossed at. To an organization not on ORG-APP, it is posted as Money out of your book.

Who: Whoever holds Record money at the giving unit sends it; whoever keeps the receiving book confirms it, never the person who sent it.

Approve a grant, or send it back

1. Open the grant from the notice, or from Grants.
2. Read its agreement, installments and budget.
3. Press Approve, or Send back and say why.

Then: Approved, it is agreed: its installments can be sent and its reports are asked for. Sent back, it is a draft again, and whoever recorded it is told why.

Who: Whoever holds Approve money at the giving unit, other than whoever recorded it, an Owner included.

Change, send, close or cancel it

1. A draft: press Change it to change anything, then Send it.
2. An agreed grant that is finished: press Close it.
3. One on which nothing has been sent: press Cancel the grant and say why.

Then: Closed, nothing more is sent on it; its reports stay, to be sent and reviewed. Canceled, it ends with its reason kept.

Read where it stands

1. Read Granted, Sent and Still to send, in the giving book's currency.
2. Read Spent, as reported, in the receiving book's currency, and what arrived where the two differ.

Then: Spent is what the reports sent or accepted say, never the receiving book read as it happens: the giving side reads the reports through the grant.