05.09.2019 Release Notes

UPDATES

Cash Receipts

• Payment Date is no longer required. 

Grants

• The post-award Extension Approved Date and Length of Award fields were moved for clarity and accessibility on the Details page.
• The post-award Length of Award field now updates to reflect a grant's Extended End Date, if applicable.

Payment Requests

• Award and grant balance detail fields now have tooltips.
• Payment requests can now be exported to PDF.

Reporting Periods

• Funders can no longer reject reporting periods that have been linked to submitted or unsubmitted payment requests. 

Fixes

Activity

• Only enabled grant events now display on the Events page.
• A task's Responsible Delegation field now links to the staff record instead of the individual record.

Administration

• Attempting to delete a budget category that is currently in use on a budget now shows a detailed error message instead of a generic error.
• Deleted/disabled users no longer default to Enabled status while editing.

Amendments

• Funders can now approve award duration amendments without error.

Applicant Portal

• When opportunity does not have matching requirement, match is no longer shown on the application budget template.
• For opportunities with multiple funding sources, the correct funding amount now exports to PDF.
• Funder-created budget categories on legacy applications now display for applicant users.
• Line items on legacy applications now display for applicants.

Award Management

• Application forms can now be viewed by the funder without error.
• Upon award, Lead Recipient record is now generated and added to Recipient Licenses count.

Competitive Award Management

• Applications with budget categories can now be exported to PDF without error.
• The Recipient Grant Manager field now correctly displays as required.

Expenses

• The Expenses page now displays correctly in Internet Explorer 11.
• Filtering by custom date range with open end date now loads results.

Funds

• Categories and Additional Staff can now be selected when creating or editing funds.

Grants

• For Grantee clients, Total Expenses now correctly who sum of all reviewed expenses, instead of just closed expenses.
• Cash receipts and payment authorizations can now be created on the Analytics tab.
• The Delete icon has been removed for activated awarded grants in all locations.
• Copying submission budget to post-award budget no longer creates duplicate allocations.

Knowledge Center

• Knowledge Center>Publications can now be accessed without error.

Payment Authorizations

• Authorized By field now retains information while editing.

Payment Requests

• For Grantee clients, decision date is now displayed on the Payment Request list page.
• Grantee clients can now add related cash receipts to approved or paid payment requests.
• Recipients are now able to edit match contributions.

Project

• Project budgets can now be accessed without error.

Reporting Periods

• Funders now receive email notifications when a recipient closes a reporting period.
• Recipients now receive email notifications when a funder rejects a reporting period.

Reports

• The Recipient Grant Budget Variance Report and Recipient Grant Budget Variance Report (Classic) now run without error.

User Security

• All Organizational Admin, Funder Grant Managers, and line item Responsible Individuals can now add expenses on their line items.
• Funder Responsible Person can now view budget of awarded grant.