Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
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Anonymous
shared this idea
- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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[Deleted User]
commented
This would be very helpful. Especially when donors use the portal, the date the grant submitted does not align with our payment chart dates, so it has to be changed manually ever time. As it currently stands.