What's New

Note: Don't see this yet? Previewing reports are in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

You can now preview a report before generating the final output. From the report’s parameters, select Generate, Preview (PDF) to start the preview process. The preview begins processing immediately and you can monitor its progress as it runs.

When processing is complete, a link appears under Preview file. Select the link to open and review the PDF in a new tab.

Note: These improvements don't apply to validation and post reports in General ledger.

For more details, review the Generate Reports Tutorial.

Note: Don't see this yet? Payment processing improvements are in Limited Availability (LA) and releasing in waves. During LA, we'll review and implement participant feedback to prepare for general availability.

We’ve introduced a modern backend payment processing engine designed to make payment runs faster, smoother, and more dependable. By modernizing the underlying processing pipeline, this update delivers noticeable performance gains and improved stability.

Previously, payment runs could be slowed by extended processing times, freezes, or stalled status indicators. With the new engine, those interruptions are reduced, especially for large or complex payment runs, so payments complete more efficiently and your work keeps moving forward.

Indirect cost allocations calculate reimbursable indirect costs to help you meet grant guidelines. When your organization receives grant funding — even partial funding — indirect costs (also called admin costs), are the normal operational expenses you incur while carrying out the grant's mission, but can't tie directly to the grant's specific purpose.

Calculating reimbursable indirect costs while meeting strict government guidelines can be a difficult task. However, indirect cost allocations streamline the process and help you successfully recoup reimbursable costs.

With government grants, there's usually an agreed upon rate at which your organization can bill the funding agency (or charge the grant) for indirect costs. You can then enter that rate, in conjunction with projects and allocation pools, to calculate reimbursable costs that are billed to the funding agency or charged to the associated grant.

To get started, add allocation rates and assign them to projects. You'll also need to work with allocation pools and use business rules to associate projects with the allocation. When ready, add and run an indirect cost allocation to turn reimbursable costs into recovered funds!

Use allocation groups to run up to five allocations in a precise, automated sequence. Any pre‑allocation reports included in the group also generate automatically, giving you a streamlined, hands‑off workflow from start to finish.

Add allocation groups to streamline your work with powerful, time-saving automation.

When you add or edit an allocation, you can now configure references to trace allocations directly to their journal entries.

During reconciliation, these references make it easy to verify accuracy, confirm proper creation, and quickly address exceptions. For ongoing compliance and review, references are always available from the journal entry batch generated by the allocation run.

Learn more about references when you add or edit any allocation type.

When you’re ready to create new allocation rates or fee schedules, skip the manual setup. Copy one that already works to accelerate configuration, maintain consistency, and build a repeatable, error‑resistant workflow.

• From Settings, Allocations, under Rates, select Copy from a rate's menu.

• From Settings, Allocations, under Fee schedules, select Copy from a schedule's menu.

For more details, add or copy allocation rates and fee schedules.

From Analysis, Reports, you now generate reports in a more efficient and reliable way! Reports process in the background so you can continue working without interruption. When complete, you now access them under your top-level navigation bell, even after you close your browser.

Also, report options have changed. Run and Export have been replaced with four new Generate options that streamline the report generation process, making it easier to select the format that best fits your needs.

• Generate PDF. Generates a PDF file of the report.

• Generate Excel. Generates an Excel file of the report that includes multiple report titles and multiple column headers.

• Generate Excel data. Generates an Excel file of the report that includes one report title with one set of column headers. Use this for custom formulas and calculations.

• Generate Word. Generates a Word file of the report.

Tab updates

The Recently run and Frequently run tabs are now Recently generated and Frequently used for consistency with these changes. Additionally, select the tabs to view column updates such as Name (previously called Report), Generated date, and Subledger (previously called Module).

Note: The Description, Email schedule, Last run,and Tags columns have been removed from Recently generated.

Note: These improvements don't apply to validation and post reports in General ledger.

For more details, watch the demo and review the Generate Reports Tutorial.

Note: Don't see this yet? The ability to manage third-party applications is in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

Receivables now gives you the ability to track and monitor third‑party applications when an additional payer shares financial responsibility for a client’s charges. This is often used when someone other than the client assumes part of the cost.

From a client's record, go to Details. Under Payers, you can now select Edit to add the additional responsible party.

Under Responsible for paying, specify the percentage the client and each payer will cover.

Tip: These percentages can be adjusted later. For compliance purposes, it's a best practice to verify the payer’s contact and billing info and keep a record of any agreements to pay before you save these changes.

The Apply to owner's charges business rule you define also determines how payments and credits are applied when multiple parties are responsible for different portions of a client’s balance. This helps ensure consistent application behavior and supports accurate, reliable billing for both the client and third‑party payers.

For more details, including guidance on when and why to use third‑party applications, review Receivables: Managing Third-party Applications Tutorial.

Note: Don't see this yet? Processing partial returns is in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

You can now process partial returns for clients. From an invoice record, select Reverse partial.

In the new return, set the Return status to "Partially received". Under Line items, enter the amount for the partial return.

For more details, see Returns.