09.07.2017 Release Notes

Many imports have been added and updated, and Grants Awarded can be activated in bulk; below is a summary of the updates and changes. To learn more about AmpliFund imports, see the new AmpliFund Import Guide. These updates affected the following user guides and import templates: Administration Guide, Contact Management Guide, Grant Management Guide, Project Management Guide, Benefit Types Import Template, Budget Categories Import Template, Budget Import Template (replaces Budget Line Item Import Template), Cash Receipts Import Template, Compensation Import Template, Grant Tasks Import Template, Grants Import Template, Payment Authorizations Import Template, Performance Plan Import Template (replaces Goals Import Template), Project Import Template, Recipients Import Template, Staff Import Template, and Users Import Template.

New

Administration

• Benefit Types can now be imported.
• Budget Categories can now be imported.
• Recipients can now be imported.
• Users can now be imported and invited in bulk.

Contacts

• Staff Compensation records can now be imported.

Grant Management

• Awards listed in Grants Awarded can now be activated in bulk.
• Cash Receipts can now be imported.
• Grant Tasks can now be imported.
• Payment Authorizations can now be imported.

Updates

Contacts

• Staff imports have been updated.

Grant Management

• Budget and budget line item imports have been updated.
• Grants imports have been updated.
• Performance plan and goal imports have been updated.

Project Management

• Project imports have been updated.