Add Bulk "Edit Payment Date" Functionality to Grants Area Menu
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.
Susie Lotreck
shared this idea
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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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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.
