Allow customizable rollups on Funding Requests to rollup Award data

To rollup funding request data such as First Award Date, Total Awards, Last Award Date, etc. we have to DLRS due to the lookup relationship between Funding Request and Applying Organization. Can we please add Funding Requests to Customizable Rollups… Show more

0 comments · 8 months ago

GAU's Disbursement rollups: Use Disbursement Date vs. Disbursement Created Date

Change/Update the disbursement rollups on the General Accounting units to be calculated based on the "Disbursement Date" field instead of the disbursement creation date. Doing this will have the same logic applied to the allocations rollups… Show more

0 comments · 2 months ago

Automatically create GAU Expenditures through assignment on Funding Program

In NPSP, we can assign GAU Allocations on a Campaign which are then automatically added to opportunities associated with the campaign. Can we please replicate this on the GAU Expenditures side by giving the ability to define GAU Expenditures on a… Show more

0 comments · 8 months ago

Can error be removed from component so a negative entry can be made and saved?

Looking for a way to deal with cancelled/rescinded/refunded grant disbursements in Outbound Funds Module. There are times when a Grantee doesn't use all of the granted funds and the unspent grant dollars are returned to the organization. A… Show more

0 comments · 3 months ago

Updates to GAU Expenditures component in Outbound Funds Module.

1)  "General Accounting Unit" (highlighted in yellow) is hard coded into the managed component. Can you make this editable? The GAU object can be relabeled but this remains as is and then causes confusion. 2) Notice that both the GAU… Show more

0 comments · 3 months ago

Add the Phone Form Factor to the Outbound Funds Managed App

Currently the Outbound Funds managed app is only set for the Desktop form factor and not phone. One can create a similar app to workaround this limitation. However, can we please change the managed app to include the mobile option so orgs can use the… Show more

0 comments · 8 months ago

Community functionality to add account details for grantseeker

In the funding program community, we can ask/register the grant seeker everything about their project. In our process, the organisational details of the grant seeker are almost as important and we would like to register these on account, so we do not… Show more

0 comments · 8 months ago

Outbound Funds: Permit custom fields in the Schedule Disbursements dialogue box

I'd like to add a couple of fields to the info section at the top of the "Schedule Disbursements" window. That window appears to be immovable once it pops up, so covers two calculated numbers my users need from the page that lies… Show more

0 comments · 10 months ago

More flexibility in the disbursements amounts on the Funding Requests object

At 4Wings we are unable to modify key fields in the Disbursement object of Grants Management as we have specific values for the status!In the status we added indeed the following values:- On hold (instead of Canceled!)- Cashed In (for the… Show more

0 comments · 10 months ago