11.21.2019 Release Notes: Indirect Updates

Updates

Administration

• Indirect account settings have been updated to include how indirect expenses are added. Some fields have been edited for clarity.

Expenses

• Indirect Cost expenses can now be system generated, or added by the user via manual entry or import. System-generated indirect expenses are calculated by the indirect cost rate on expenses against line items that generate indirect.

Grant Budget

• The Exclude From Indirect checkbox has been updated to Generates Indirect for clarity, and now appears under the line item Configuration tab. The Budget Import Template has been updated accordingly.
• For personnel line items, salary and benefits can now generate indirect independently.
• Indirect budget category and line item has been added.
• Indirect budget settings have been updated to include how indirect expenses are added. Some fields have been edited for clarity.
• Indirect budget settings can no longer be edited once expenses have been added.

Grant Submission Budget

• When attempting to edit submission budget and/or settings, the user is now prompted to provide Projected Receipt Date and Proposed Length of Award.

Payment Requests

• Closed out indirect expenses can now be included on payment requests.

Reporting & Tracking Periods

• Indirect now appears on reporting and tracking periods as a category with expenses that can be closed out.

Fixes

Budget

• Benefit settings are now correctly retained when editing other budget settings.