FundMesa
Quick answers for the questions that come up most. Stuck on something not covered here? Email support@fundmesa.com — real humans, one-business-day reply.
Every grant has its own list of deadlines (application due, interim report, final report, site visit…). Each one can have reminder rules — by default we use the cadence from your org settings (typically 30 / 14 / 7 / 1 days before).
/deadlines shows every open deadline across all grants. Switch to the Calendar view for a monthly grid; red is overdue, amber is within 7 days, yellow is within 30.
You can mark a deadline complete from any list (dashboard, /deadlines, the grant detail page). Completed deadlines stay around for historical view and won't trigger reminders.
Have grants tracked in Excel, Google Sheets, or GrantHub? Use the CSV import wizards: /grants/import or /funders/import.
Imports are not idempotent yet — re-importing the same file creates duplicates. We're adding a "skip if name matches" option in a future update.
Every account has a private ICS feed URL on the dashboard (Settings & integrations → Calendar feed). Add it to Google Calendar, Apple Calendar, or Outlook and your deadlines show up alongside everything else you live in.
The URL contains a token — anyone with the URL can read your deadlines, so don't share it. If you ever leak it, hit Regenerate and re-subscribe in your calendar app.
On any grant's detail page you'll see Archive and Delete buttons.
Tip: prefer archive over delete for anything you might revisit. Grant cycles often return years later.
Every org tracks slightly different things. Settings → Custom fields lets you add your own columns to grants, funders, deadlines, and expenses — text, numbers, dates, checkboxes, dropdowns. They show up on the create/edit forms and on detail pages.
Custom fields are per-org, not per-grant. Adding "Program area code" once means every grant and funder in your org now has that field.
On any grant's detail page, the Reporting metrics section lets you define the outcomes your funder wants to see — "seniors served," "% on-time discharge," "trainings delivered." Set a target value and reporting frequency.
Click into a metric to log entries each reporting period. The detail page shows progress toward the target as a percentage and a bar.
Owners can mint invite links from Settings → Members. Pick a role, click Create invite link, copy the URL, send it to your teammate. They sign up (or log in), accept, and they're in.
Links expire after 14 days and are single-use. Revoke pending invites any time from the same page.
When we wire email (soon), invites will be sent directly to the address you enter.
Press ⌘K (Mac) or Ctrl K (Win/Linux) anywhere in the app to open the command palette. Type to search grants, funders, and deadlines by name. Arrow keys to move, Enter to open, Escape to close.
The list pages also have their own search box — that one supports descriptions and funder names on top of grant names, and the result is shareable via the URL.
Every meaningful action — create, edit, delete, status change, comment, approval — writes a row to the activity log. Owners can export this log as a CSV for board reporting, funder due diligence, or internal audits.
What's captured:
Retention: permanent. Activity log rows are never deleted (org-level deletion via the danger zone wipes everything, including the log, in one shot).
Common uses:
Go to Settings → Audit export to generate a CSV with date-range and event-kind filters, or Settings → Compliance for the summary dashboard (print-friendly).
Add a second factor (a 6-digit code from your phone) on top of your password. Go to Settings → Security to enable.
You'll need a TOTP app — Google Authenticator, Authy, 1Password, or your password manager's built-in TOTP works. Setup takes about a minute: scan a QR code, type a confirmation code, save the 10 backup codes somewhere safe (you'll need one if you lose your phone).
Lost both your phone and your backup codes? Email support@fundmesa.com. Recovery requires identity verification.
Need something this page doesn't cover? Email support@fundmesa.com. If it comes up for you, it'll come up for someone else — we add to this page as we hear what's missing.