10.24.2025 Release Notes: Amendments, Budget Thresholds, Custom Reporting, Program Management, and Workflow

Updates

Amendments

• The system now automatically updates an amendment’s status when users confirm a status change if all required fields are complete and the update is allowed. If the status cannot be updated, the amendment still moves to the next action, and a warning message appears to inform the user. 
• Users can no longer edit the Status field for amendments enrolled in workflows with status change automations. Conditional approved fields are automatically shown to funders based on the amendment type, allowing them to complete required information before automation runs.
• Users now see a confirmation modal before initiating a status change automation on amendments. 
• When setting up an Amendment automation, users can now choose to automatically update the amendment status to Approved, Denied, or Denied: Needs More Information. This option is available to both funders and grant seekers. 

Budget Thresholds 

• Users can now enable and customize spending thresholds within each category at the budget category level and at the line items level. 
• The “Change Restrictions” section is now called “Restrictions,” and the “Both Thresholds” option has been removed. 
• Users will now receive spending threshold alerts at the top of the budget, on applicable line items or categories, and at the top of payment requests. Alerts progress as spending approaches, reaches, and exceeds defined thresholds, with distinct messaging for funders and recipients.
• Users will now receive an error message if a funder cannot approve a payment request that exceeds the configured spending thresholds. This new error message will direct users to create an amendment for additional budget changes.
• Spending threshold users can now apply default threshold settings when they create a new award, grant, or sub-award.
• Users can view spending thresholds for program and award budgets in the new Spending Thresholds section under Administration> System Settings > Award & Sub-Award . All thresholds are set to 0% by default.
• Administrators can enable, edit, and save threshold settings when the Budget_Threshold feature flag is enabled.
• Users can now view and edit spending thresholds directly in Award Budget Settings to control when threshold alerts trigger on award budgets, categories, and line items. 
• Users can now view and edit the Spending Thresholds section in Award Program Settings to define default threshold settings for all awards within a program.
• The “Total Budget” option in the of drop-down for Line Item and Category Threshold configurations has been renamed to “Total Grant-Funded.” 

Custom Reporting

• Users can now report on configured budget thresholds using the new category Budget Item Spending Threshold. 
• The system now joins Amendments – Standalone and WorkflowHistoryData categories, allowing grant seeker reporting users to include amendment records in workflow reports.

Program Management

• Users can now activate and edit multiple awards at once from the program grid and confirm changes before applying updates. 

Workflow 

• The system now prevents workflow steps from advancing when a payment request, payment authorization, or amendment cannot be updated.

Fixes

Applications 

• When a user bulk downloads applications, all selected applications will be download properly. 

Award

• The Custom tab now correctly displays the Official Award Name instead of the Recipient Award Name.

Program Management 

• Users can now properly delete a program from the program grid.

Projects

• The system now correctly displays associated projects within Grant Details.

System Performance

• System performance has been improved to prevent slow load times and timeouts on specific budgets.