09.01.2023 Release Notes: API, Amendments, Custom Reports, Expenses

Updates

API

• The AmpliFund Grant ID has been added to the /Grants and /Grants/{ID} endpoints.
• The Grants/CashReceipts/Import endpoint has been added. This endpoint will receive cash receipts with the following fields (required fields are denoted with an asterisk): Payment Request ID*, Amount*, Recipient Name*, Payment Date, Payment Method*, Payment Reference Number, Description, and Unique Identifier.
• The GET Payment Requests endpoint for grant seekers has been added. This endpoint will return the following payment request fields: Request Status, Submitted Date From, Submitted Date To, Grant ID*, PMT Request ID*, PMT Request Name, Date Created, Date Submitted, Expenses From, Expenses To, Payment Type, and PMT Request Status*.

Amendments

• Funders can now configure default allowable amendment types for new awards and sub-awards in Administration Settings.
• Allowable amendment types per grant, award, and sub-award can be configured on the Grant, Award, or Sub-Award Settings pages, respectively. These are the types of amendments that will be available when creating an amendment. Funders can always create an amendment with all amendment types.

Custom Reports

• The Import Batch reporting category has been added which includes the following fields: Batch Type, Completed Date UTC, Created By User, ID, and Imported Record Count.
• The Import Batch to Expense Joiner category has been added which includes the Expense ID and Import Batch ID fields.

Expenses

• Payee field can now only be edited by recipients or grant seekers.

Fixes

Administration

• Lead Recipients list page now shows correct record status.

Budget

• Project subtotals now calculate correctly when budget is viewed by Project.

Grants

• Department Admin Grant Managers can now access personnel line items on their grant's budget.
• Department User Grant Managers now have full access to their grant's budget.
• Department Users can now view applications on opportunities in their department(s).

Opportunities

• Reviewer-only fields now save decimals correctly.
• Department Admin Opportunity Managers can now access Configuration>Workflow Settings.

Payment Requests

• Inaccurate "Adjusted" lines for categories no longer appear in Financial Detail.
• Match totals are now calculated correctly in Financial Detail.

Research

• Opportunities can now be converted to Pre-Award after having been sent for review.