An unpaid grant can be canceled to reverse the expense and payable for any open amount that is 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 canceled by canceling individual grant installments for grants with multiple installments. Both the payments and the grant must be approved before the option to cancel a grant installment becomes available.
Grants can be denied if they are unposted and unapproved.
Cancel a Grant with Open Payments
If the grant has no payments made or not all scheduled payments have been made, reverse the open balance by canceling the grant.
- Navigate to the Grants page.
- Click the ID of the grant.
- Click Cancel Grant in the left-side menu.
- Enter a Cancel Date and click Cancel.
Canceled grants will appear in reports but can be filtered out with custom reports. They will also appear on the Grantee page for reference.
Cancel a Grant After Voiding a Check
- Navigate to the grant record.
- Select the CheckID for the payment to be voided.
- Click Void in the left-side menu.
- Click [Yes] to confirm.
- Once the check has been voided, the grant voucher becomes open again and can be canceled or unposted. Either option will allow the grant to be canceled.
- Option 1 - Cancel the voucher to reverse the payable on a selected date.
- From the grant record, click the VoucherID of the voucher to be canceled.
- Click Cancel in the left-side menu.
- Enter a Post Date for canceling the transactions, and then click Cancel Voucher.
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Canceling of a voucher cannot be undone.
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- From the grant record, click the VoucherID of the voucher to be canceled.
- Option 2 - Unpost the voucher to remove the voucher record.
- Click [unpost] next to the voucher to be unposted.
- Click [unpost] next to the voucher to be unposted.
- Option 1 - Cancel the voucher to reverse the payable on a selected date.
- Once the voucher is canceled or unposted, click Cancel Grant in the left-side menu from the grant record.
- Enter a Cancel Date, and 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. The imported historic grant can be canceled.
- Navigate to the imported historic grant.
- 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.
- Complete the applicable Refund Grant information, and then click Receive Refund Check.
- Refund Date, Refund Amount, and Refund Reason are required fields.
- Refund Date, Refund Amount, and Refund Reason are required fields.
Refunding the grant will credit the appropriate expense; and when the refund check is deposited, it will debit the appropriate bank account.
Partially Cancel a Grant
Cancel individual grant installments for grants with multiple installments.
- Navigate to the Grants page.
- Select the Voucher bucket.
- Select the ID of the grant.
- Click [cancel] for the the installment to be canceled.
- Enter a Cancel Date, and then click Cancel.
- If your CommunitySuite site is synced to a GLM site, the installment cancellation will sync back to GLM.
The cancelled installment will populate under the Grant Payment Schedule window. If needed, the cancellation can be reverted by clicking [uncancel].
Deny a Grant
Deny an unposted/unapproved grant in the New bucket. Once a grant is denied, it will automatically move to the Complete bucket and will 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 Portal.
- Navigate to the unposted/unapproved Grant.
- Click Deny in the left-side menu.
- Click Remove Denial in the left-side menu to undo the denial.