Serving up some fresh data collection & reporting highlights for you!
08.01.2024
⭐ Features ⭐
Say Goodbye to Grant Reporting Stress!
Grant reporting just got a whole lot easier. Introducing Casebook's new Funding Sources feature, designed to streamline your grant management and reporting process.
Simplify grant reporting: Easily track spending, generate accurate reports, and meet deadlines.
Ensure data accuracy: Benefit from point-in-time calculations and detailed spend-down tracking.
Gain financial clarity: Get a clear overview of your funding status with the new Funds Workload View.
Key features include:
Easy fund creation and management
Flexible spend-down tracking options
Comprehensive service documentation
Enhanced reporting capabilities
User-friendly interface with the Funding Workload View
Ready to revolutionize your grant management? Upgrade to aTeam or Enterprise plan today.
Want to learn more? Contact your Customer Success Manager or visit our Knowledge Base.
Improved SOC II Compliance
To strengthen account security and meet SOC II compliance standards, we've implemented the following changes:
Stronger password requirements: All new passwords must be at least 12 characters long to enhance account protection.
Announcements 📣
Enhance your admin experience! Get ready for our summer webinar to explore new features including Unified forms, Audit Logs, and Funding Sources. Learn how to optimize your processes and improve efficiency. Keep an eye out for registration details.
We love hearing your ideas for new features. Share your thoughts and suggestions with us at support@casebook.net.
Sign up for a free Casebook Training. 💻We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register by clicking the links to the classes listed below! ⬇️
