Cancel or Deny a Grant

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. Click the ID of the grant.
3. Click Cancel Grant in the left-side menu.
4. Enter a Cancel Date and click Cancel.
   

• Canceled grants will not show up in any reports, but they will show up on the Grantee page for reference.

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 and click Cancel.
   

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

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, and 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.

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].
   
   
   

Deny an unposted/unapproved grant in the new bucket. Once a grant is denied, it will automatically move to the complete bucket and be included in the grant list in a grantee profile. Denied grants will also be included in the grant report for a fund. Denied grants will not be visible in the Fund Advisor Portal. 

1. Navigate to the unposted/unapproved Grant.
2. Click Deny in the left-side menu.
   • Click Remove Denial in the left-side menu to undo the denial.