09.22.2023 Release Notes: API, Custom Reports

Updates

API

• The /Grants endpoint can now be filtered by Created Date and Modified Date.

Custom Reports

• Custom forms and fields reporting categories on organizations and tasks can now be joined to organization and task categories, respectively.

Fixes

Awards

• All opportunity funds are now available when creating award from opportunity.

Budget

• Grant-Funded Remaining values now show as red if negative.
• Recipients now have the Budget Import icon if they have budget editing permissions.

Expenses

• Expenses can now be imported with data.

Opportunities

• Users can now print individual application forms without error message.

Payment Authorizations

• Payment authorizations now pull payment sources by budget category from the attached payment requests.

Payment Requests

• Payment requests are no longer rejected when user encounters validation error after clicking Reject button in rejection confirmation pop-up.
• Payment Request Information section now always have a way to add expenses, either by date range, reporting period, or both.