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Add Grants-specific extension points in Custom Tile Add-ins with General Ledger
We would like to request the introduction of dedicated extension points for Grants within the General Ledger to support Custom Tile Add-ins. Currently, while Custom Tiles are available for Projects, similar functionality is not supported for Grant...No Status
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More Options for Grant Imports
There's currently no way for us to mass update grant records. I have to add custom fields, transaction codes, and even new grants manually. It'd be nice to get more options for importing and updating grant records similar to accounts and project c...No Status
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Budget Scenario Filter on Tiles
The activity and budget tiles on a funding source are only able to be filtered by fiscal year. This isn't very helpful for grants that are awarded for periods that do not align with our fiscal year. It would be amazing if we could filter the activ...No Status
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Add More Filters to Reimbursable Grants
Currently we are only able to use Fund, Accounts, and Custom Fields as filters when setting up reimbursement rules as part of the Reimbursable Grants process. There should be more choices like transaction codes and projects.No Status
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Grant Record Import
Importing grant records would greatly benefit our organization. Currently, we manually enter about 400 grants per month, which increases the risk of data errors. Automating this process will save time and improve accuracy.No Status
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Prevent invoice from being processed on grant once limit has been met.
We use transaction codes for our grants for which a certain amount of funding is received. It would be best to prevent payments from being charged to a grant once the funding limit has been exceeded.No Status
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Add Folders to Attachments
Adding Folders to attachments so related files they can be grouped by folder. e.g. Grants Folders - Preaward (Proposal, budget etc) , Post Award (Notice of grant award, FFRs, progress reports) , CloseoutNo Status
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Cutoff Date in Grant Record
Currently the grant records tab is not usable for the purposes of tracking a grant by month. It is easy to see where the grant stands as of the current date, but for the grant record as a whole there is no way to view data by month for reporting o...No Status
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Filter by date in Grant Record
Grants don't all have the same grant period, and few grants are fiscal year grants. The grant records need to be able to filter by a date range to give useful information. Currently, there is no option to see the whole grant period together, and y... -
Project number Balances in Grants Tab
Being able to see a balance for an income source next to the project number / income source name in the grants tab would be very helpful for our staff who are looking at a grant as a whole. We have a few grants with nearly 100 income sources (sepa...