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Ali Ryder
Add a new module to allow users to record the provision of financial assistance (i.e. First & Last Month’s Rent, Moving Costs, Damage Deposit, Rental Arrears, Utility Arrears, Debt Relief, etc.)
Why?
  • No current way to record (closest is Goods & Services)
  • Lots of communities provide this service
How?
  • Simplest way would be to add a new tab to Goods & Services
  • I would prefer a new module (appears on Front Desk Menu as Financial Assistance)
  • Fields required: Date and time, type (see above), amount (dollars), program, caseworker
Priority: High
Future add-ons
  • You could attach this record to Financial Profile (Assets)
  • You could add a feature for repayable loans
  • You could have users specify whether this is one-time assistance or recurring
  • You could combine this with the Housing Subsidies module in some way – I’d suggest adding an optional field to Financial Assistance that is a single select drop-down, that pulls the client’s housing records, and you could associate the Financial Assistance with Housing