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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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Erica Walker shared this idea  ·   ·  Report…  ·  Admin →
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  • Patricia Zeiler commented  ·   ·  Report

    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.

  • Danielle Germanowski commented  ·   ·  Report

    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).

  • JJ Musgrove commented  ·   ·  Report

    I would like to see this escalated as it is obviously a need for the Foundant using community.

  • Tiffany Peterson commented  ·   ·  Report

    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!!