04.27.2023 Release Notes: Custom Reports

Updates

Custom Reports

• The Form Configuration reporting category has been created and includes the following fields: Award ID, Client ID, Description, Global Custom Form ID, Is Global, Is Primary, Is Published, Is Recipient, and Name. This category shows all custom forms and can be joined to Grants and Awards categories to show if a custom form has been added to a record.

Fixes

Awards

• Funders can now save award records without (inaccurate) funding validation error.
• Funding source no longer shows validation error when available funds and source amount are both $0.00.

Expenses

• Expense imports now show correct error messages when there are issues related to GL codes.