Bulk Edit - Payment schedule date and grant date
We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there is not a bulk edit functionality available. Currently, our grant numbers are manageable, but in peak season we are processing sometimes 250 grants in a week. It would be beyond helpful to have the bulk edit option available.

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Susie Lotreck commented
Additionally, please add Payment Date field to the "Create Grant" screen. It can be optional, similar to the Decision Date field.
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Susie Schwartz commented
I agree this would be incredibly useful! We also rarely have the grant date and the payment date as the same date, so I typically have to go into each grant record and manually edit the payment date. This would streamline our processes and save a lot of time!
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Sydney Morrone commented
Please add the option to bulk update payment dates. Sometimes things come up and grants will get pushed back a week. When you've got a parge number of them that need to be updated with the new payment dates, it would be incredibly helpful to be able to do it in bulk.
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Anna Wagner commented
This is critical. We had scholarships that were imported from SLM with a fixed payment date in the future, which then wouldn't let us print the checks in a timely manner for the payments to be sent out. We were told there was nothing to do about it other than wait, which is unrealistic in this day and age.
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Tammy Sprow commented
Yes! Payment date is rarely the same as grant date so having the option at the time of entry would be great.
And for grants coming from the portal, having a bulk edit option would be ideal. We currently change these all individually. -
Susie Lotreck commented
Please add this option to the grants area menu, between "Edit Decision Date" and "Set Grant Type" (see attached image for reference).
Why This Matters:
From an accounting perspective, the grant date drives when the expense is posted to the GL. However, grants are scheduled for payment on a future date.. not the same date as a grant date. Currently, we have manually edit the payment date grant when it is created grant by grant. There is not an option to enter a payment date when a grant is created.A bulk edit option is critically needed as it would save significant time and make it most efficient for pulling grant payment files to submit to the finance department.
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Phuong Do commented
Editing a payment date one by one is not a good use of time. Please include edit payment date as part of the bulk option in grants processing.
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Patricia Zeiler commented
This is extremely important at Year End when we process over 1,000 grants/expensed as of 6/30. Issue Checks after 7.1.
By not being able to bulk edit, the payment dates on the grants they are moved into Accounts Payable at year end and we have to back those amounts out of our audit financials.
I am going to add a new idea as when we create a spendable grant we should have an option for a different payment date, which my issue is this huge time saver and accurate payables.
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Danielle Germanowski commented
Yes, I just had to quick schedule 12 payments for 150 grants and there's too much room for error for me to skip a grant in the list, or for me to click copy instead of schedule (which I did twice and ended up with duplicate grants I had to delete).
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JJ Musgrove commented
I would like to see this escalated as it is obviously a need for the Foundant using community.
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Betsy Covington commented
Super-important for those busy times of the year!
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Tiffany Peterson commented
This would help us tremendously as well. Include the Voucher date with the Bulk Edit dates. We continuously have issues with Voucher date editing along with these other date items. Great suggestion!!