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.
Kevin Patten
shared this idea
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Rose Cyphert
commented
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.
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Mary Sheehan
commented
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.
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Michael Elfenbaum
commented
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.
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Susan Lotreck
commented
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.
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JoAnn Turnquist
commented
This idea is critical and will expedite grantmaking.
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Kevin Patten
commented
This would help greatly!