See upcoming and overdue work across grants. Assign a task, record a blocker, or mark it complete.
Messages and files
Keep a message or file with the application it affects. See which version has been reviewed and approved.
Applications and awards
Track the application requirements, filing receipt, and agency decision. Carry approved funding into its award.
Reimbursement requests
Compare each submitted line with the agency’s decision and payments received. Keep the supporting files beside the amounts.
Work with the records you already have.
Review a message or file, link it to the right grant, and record the next task. Your working files and official submissions stay in the accounts you use today.
Choose the messages and files
When Google Workspace is connected, you choose the Gmail search and the Drive files to review. A move or rename requires your approval.
Keep your existing files
Working files stay in their original accounts. CivicFolio keeps the link, version, and review with the grant. Connection availability is shown in Settings.
Accounting stays in the finance system
Reconcile grant reimbursements in CivicFolio. Bookkeeping and accounting entries stay in your finance system.
File through the agency portal
You submit the application or request. CivicFolio keeps the submitted files, receipt, and agency response.
For the person keeping the grant on track.
For municipalities
Keep track between board meetings.
See the resolution still needed, the next deadline, and the agency response before you prepare a grant update.
