Cancel a Grant

An unpaid grant can be cancelled in CommunitySuite to reverse the expense and payable for any open amount that's still on the grant. If a grant has no payments made and the period is still open, it can be unposted and deleted to remove all history of the grant.

Grants can be partially cancelled by canceling individual grant installments for grants with multiple installments. Both the payment(s) and the grant must be approved before you have the option to cancel a grant installment.

Cancel a Grant with Open Payments

If the grant has no payments made, or not all scheduled payments have been made, you can cancel to reverse the open balance.

1. Navigate to the Grants page.
2. Select the ID of the grant.
3. Click Cancel Grant in the left-side menu.
4. Enter a Cancel Date, then click Cancel.
   

Canceled grants will not show up in any reports, but they will show up on the Grantee page for reference with the description starting with Cancel.

Cancel a Grant After Voiding a Check

1. Navigate to the grant record.
2. Select the CheckID for the payment that you want to void.
   
   
   
3. Click Void in the left-side menu.
4. Click [Yes] to confirm that you want to void the check.
   
   
   
5. Once the check has been voided, the grant voucher becomes open again and you can now cancel or unpost the voucher; either one will allow you to cancel the grant. Follow the steps for either below:
   • Cancel the voucher to reverse the payable on the date that you select.
     1. From the grant record, click the VoucherID of the voucher you want to cancel.
        
        
        
     2. Click Cancel in the left-side menu.
     3. Enter a Post Date for canceling the transactions, then click Cancel Voucher.
        • You cannot undo the canceling of a voucher.
          
          
          
   • Unpost the voucher to remove the voucher record.
     1. Click [unpost] next to the voucher you want to unpost.
        
        
        
6. Once the voucher is canceled or unposted, click Cancel Grant in the left-side menu from the grant record.
7. Enter a Cancel Date, then click Cancel.
   

Canceled grants will show up in reports, and they will still show up on the Grantee page for reference

Cancel Imported Historic Grants

If a check associated with an imported historic grant needs to be voided or has been returned, the imported historic grant should not be deleted for proper record keeping. To cancel an imported historic grant, follow the steps below.

1. Navigate to the imported historic grant.
2. Click Refund in the left-side menu.
   • If the imported historic grant is in the Import bucket, it will need to be approved and moved to the Complete bucket before the Refund button is available.
3. Complete the fields, then click Receive Refund Check.
   • You are required to enter a Refund Date, Refund Amount, and Refund Reason.
     

Refunding the grant will credit the appropriate expense; and when you deposit the refund check, it will debit the appropriate bank account.

Partially Cancel a Grant

Cancel individual grant installments for grants with multiple installments.

1. Navigate to the Grants page.
2. Select the Voucher grant bucket.
3. Select the ID of the grant.
   
   
   
4. Click [cancel] for the the installment that you want to cancel.
   
   
   
5. Enter a Cancel Date and click Cancel.
   
   
   
   • If your CommunitySuite site is synced to a GLM site, the installment cancellation will sync back to GLM.
6. The cancelled installment will populate under the Grant Payment Schedule window. If needed, you can revert the cancellation by clicking [uncancel].