04.13.2023 Release Notes: API, Custom Reports

Updates

API

• The GetAllBudgetItemsBasics endpoint has been added to the legacy API. This call returns the Budget Item ID, Grant ID, and GL Account ID fields for all grant budget items with GL Accounts.
• The General Ledger Accounts GetAllCodes endpoint has been aded to the legacy API. This call returns all GL Account codes, and can include disabled GL codes and/or separators (such as hyphens) as desired.
• The Expenses Import endpoint now uses batching to avoid timeout.

Custom Reports

• The Project Goal reporting category has been added. This category includes the Current Percentage, Description, Desired Percentage, Goal Type, ID, Name, Narrative, Number To Be Achieved, Project, Project ID, Rate Per Achievement, Responsible Individual, Responsible Individual ID, Strategy, Strategy Description, and Strategy ID fields. This category joins to the Grant Goals and Projects categories.
• The Grant Budget Items reporting category has been optimized for system performance.

Fixes

Awards

• Funders can now update funding sources when editing an ad-hoc award (not awarded via opportunity).

Expenses

• Expenses can now be exported without error message.

Opportunities

• Application form sections containing conditional fields can now be deleted without error message.
• Users can now delete opportunities via the Delete icon on the list page.

Reports

• The Post-Award Status and Grant Budget Variance Reports can now be run.

Workflow

• Workflow actions are now available on the Expenses page.
• Grant workflow actions can now be completed from the grant's Email Manager and Tasks pages.
  Note: These workflow fixes were reverted as part of the April 20th release.