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CommunitySuite Idea Lab: Vouchers/Vendors/Accounts Payable

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Grants On Hold In More Buckets - Approval & Voucher

It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.

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Kevin Patten shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


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Thank you

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  • Rose Cyphert commented  ·   ·  Report

    I came into Idea Lab today to write this same idea/request. Yes, grants need to be posted for the expense, and then placed on hold (for reasons) until payment ready.

  • Mary Sheehan commented  ·   ·  Report

    We've recently migrated from FIMS and I have over 800 grants from my annual designated process, with various payment dates in 2022 (some past, some future), sitting in the voucher bucket with no way to put them on payment hold. I have to rely on a FIMS export report in order to track what was originally on hold in FIMS. Many of our grant processes require that a grant be approved and posted to the ledger, but be held for payment until the grantee provides necessary documentation. This feature is critical to our processes and was relied on extensively in FIMS.

  • Michael Elfenbaum commented  ·   ·  Report

    This functionality is very important because we do not always pay grants immediately and typically do not have a set schedule to pay them. We need a better way to track grants on hold rather than them being lumped in with all vouchers.

  • Susie Lotreck commented  ·   ·  Report

    In FIMS there this feature sits on the 'Additional Detail" tab of Grant Application. Would like to see a similar check box field "Place on Hold in A/P" on the Create Grant page in CSuite.