04.06.2017 Release Notes

Expenses has been updated; below is a summary of the updates and changes. For more information on the updates, see the AmpliFund Blog or register for one of our live training events. This update affected the following user guides: Activity Management Guide, Administration Guide, Grant Management Guide, and Reports Guide. It also affected the Expenses Import Template (formerly GL Actuals Import Template) and the GL Accounts Import Template.

New

Administration Settings

• Admin can now define up to six GL account codes. If no settings are changed, these default to three codes: GL Code, Classification 1, and Classification 2. Once defined, the columns on Administration>Lists>GL Accounts will automatically update with the new account code names.

Expenses

• Expenses can now be filtered by timeframes and custom dates, grants, categories, and line items.

Expense Import

• Users can now create and save source and destination mapping for expense imports.
• A new Preview page allows users to view, split, route, and delete expenses before importing.

GL Accounts

• A new Connections page shows a list of all grants linked to the GL account.

Grants

• The Grant Details page now has a Grant Financial Code field. This is a unique code that allows the grant to be identified when importing expenses.
• Grant expenses can now be viewed, added, marked as reviewed, and deleted from Post-Award tab>Expenses.

Updates

Administration

• Administration>Actuals>GL Actuals (Non-Personnel) is now Administration>Actuals>Expenses.

Fixes

Amendments

• Recipients can now configure allocations for extended months after an Award Duration amendment has been approved.
• Any extra allocation fields are now removed for a grant's duration that has been shortened via amendment.

Competitive Award Management

• Single line text fields now expand to show full applicant answer.
• Duplicate grants awarded records are no longer generated for awards with more than one funding source.