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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.1 No 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...0 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...1 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... -
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.0 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.1 No Status
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Filter Grant Record by Grant Period
Many grants have a different grant period than the fiscal period you can currently filter for in the grants tab. Allowing users to filter by a period other than the fiscal year would give a better idea of where a grant stands much more quickly tha... -
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) , Closeout0 No Status
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Grant Analysis Report not accessible in Webview
The Grant Analysis Report previously run only in Database View is not available in Webview. This report is vital to monthly financial reconciliation. The system upgrade communicated that all reports from Database view would transfer to Webview.0 Planned