Claims & Progress Reports
Claims and post-award reports shipped as a complete end-to-end workflow. Grantmakers can now manage the full post-approval lifecycle — from progress report submissions through to reimbursement claims — without leaving Optible.
What's new
Claims and post-award reports — a full end-to-end workflow for managing reimbursement claims and ongoing progress reports. Includes a list view, detail page with tabs for expenditure, evidence, and forms, an assessor scoring panel, document viewer with automated verification, and an applicant-facing submission portal.
Command palette — press a keyboard shortcut from anywhere in the app to navigate quickly without using the sidebar.
Improvements
Warnings now show which part of the assessment generated them, making them easier to act on.
SmartyGrants sync is now significantly faster for large programs.
Sidebar filter selections are preserved when navigating between applications and back to the list.
The document viewer now switches to a modal on smaller screens instead of trying to render inline.
Bug fixes
Fixed the conflict-of-interest declaration page freezing on load in some cases.
Fixed assessors being unable to be invited to a grant.
Fixed the status dropdown not working on the progress report view.
Fixed drag-and-drop in the form builder not working on horizontal layouts.
Australia
Lot Fourteen, North Terrace
Adelaide SA 5000
United Kingdom
64 Nile St, London N17SR
United States
904 High St, Palo
Alto CA 94301
