Grants Settings

Below are descriptions of the fields in Grants Settings. 

1. Navigate to the Grants page and click Settings in the left-side menu.

Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact Support. If you are in the implementation stages, contact your Implementation Specialist.

Fields 

• Send Grants To GLM
  • Enabled - Pre Approval: This option requires grants to be approved in GLM. The grant process in CommunitySuite cannot move forward until the grant has been approved in GLM.
  • Enabled - Post Approval: This option requires that the grant be approved or denied in CommunitySuite. Once the grant has been approved, it can be sent to GLM for reporting purposes.
  • Disabled: Disables the ability to Send Grants to GLM.
• Grant Approval Percent - The percentage of approvers required to move a grant forward into accounts payable.
  • A blank value within the field is the same as 100% if this option is selected. It is recommended that a percentage be filled in this field rather than leave it blank.
  • If 75% approval is required and a fund has four approvers, then at least three approvals for the grant are required for it to move forward into accounts payable.
  • If a fund has two approvers, then both must approve the grant as each approver only counts for 50%.
• Enable Guidestar - Gives the option to run a charity check on an applicant or grantee to confirm 501c3 status.
  • Enable Ajah must be unchecked in Grants Settings.
  • There is a maximum of 1,000 Guidestar checks per contract. 
• Enable Ajah - Allows Canadian clients to check and confirm a grantseekers nonprofit status. This replaces Guidestar with Ajah across the entire system.
  • Enable Guidestar must be unchecked in Grant Settings.
• Charity Check Interval - Determines how often it is required to run a charity check.
  • By default, the system requires that Pub 78 is checked every time a check is written to the grantee. This setting allows the default to be changed to any desired interval.
• Disable Approval Emails - If checked, grant approvers will not receive emails when a grant needs approval.
• Auto Approve Grant Payments - If checked, the system will not require approval to create a voucher for a grant payment.
• Disable Grant Self Approval - If checked, users are prevented from approving grants they created.
• Conditional Payment Fund - When grant installments/payments are marked as conditional (yes), the expense and payable will be reversed in this fund.
• Closing Frequency - How often conditional entries are created when grant installments/payments are marked as conditional (yes).
• Allow Liability Account - Allows users to include liability accounts in the list of available accounts when entering grants.
• Summary By Fiscal Year - Enable this setting to view the grant summary table by fiscal year instead of the default calendar year. When enabled, view a grantee record to see the grant summary table show in a FY20XX format.

Default GLM Settings

There are additional GLM Settings available in sites that sync with GLM.

1. Click Default GLM Settings in the left-side menu to access and edit these settings.

• Default GLM URLKEY - The default GLM site to which grants will be sent. 
• Default GLM Process Name - The default GLM process where grants will appear. 
• Default GLM Status - The selected status will be assigned to the grant when it is received by GLM. These options will change depending on which approval workflow is chosen.