Voucher Date move to initial Grant Screen
Internal grants and grants that cross fiscal reporting periods but are dated in the prior period create reporting issues within AP general ledger accounts due to the voucher date auto filling with current date. It takes multiple clicks per grant to individually change each grant voucher date to match the grant date to ensure our AP (not grants AP or internal grants AP) is not inflated in the following period due to the open AP vouchers. We often have batches of 100's of grants and/or internal grants that are dated at the end of a fiscal reporting period but are not processed until the following period (ex. Grant date/payment date: 03/31/22, Processed: 04/05/22). There is no way to bulk edit the voucher dates to match the grant dates to properly clear the AP. Each grant must be selected individually. This can easily be solved by putting the voucher date on the front of the grant with the grant date where the date can be set or uploaded with other dates. Previous idea lab requests say implemented but the idea behind the request and the issue at hand was not. This is still an outstanding issue. We should not have to time our processes or financials around a design flaw that shows our financials incorrectly.
Tiffany Peterson
shared this idea
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