01.28.2021 Release Notes: Contacts, Expense Imports

Updates

Contacts

• Users can now select phone type to Phone Numbers for Organization, Individuals, Staff, and Recipient records.

Expense Imports

• When importing expenses, potential duplicate expenses (expenses with the same category, line item, direct cost, and expense date) will now be imported with a Matched status and will appear on the Needs Attention tab of the expense preview. Matched expenses will need to be approved or deleted.
   Note: This update was reverted on February 5 for additional fixes.

Fixes

Documents

• Award Public folders are now available for Grant Makers and Recipients.