01.30.2026 Release Notes: Administration, Awards, Program Management, Workflow

New

Administration

• Users can now configure fiscal years by selecting a start month and day under Administration > License Info > Settings. The system automatically calculates and displays the fiscal year end date.
  • Users select the fiscal year start month from a dropdown and enter a day value between 1-31, with validation ensuring valid calendar dates.
  • The system defaults new clients to a fiscal year start of July 1 and sets existing clients to the first day of their previously selected month.
  • The fiscal year end date displays automatically as the day before the start date and cannot be manually edited.

Awards

• Users can now import and update awards using a comprehensive award import template with support for award details, funding sources, budget settings, performance settings, reminders, risk monitoring, and custom forms.
  • Users import awards through the Awards grid using either CSV or Excel format, with the ability to create new awards or update existing awards based on a specified match key.
  • The import process accepts $0 as a valid funding source amount, allowing users to adjust fund allocations to zero when making legitimate changes to award funding distribution.
  • Users specify funding sources with unique names for each set of funding source columns when importing awards with multiple funding sources.

Program Management

• Users can now copy single or multiple awards from the Program Management grid with full control over which award components to copy, update, or leave blank.
  • Users select awards from the grid and use the Copy Awards action to initiate the bulk copy process, with a progress indicator showing real-time copying status. 
  • The copy process includes configurable award details such as recipient, opportunity, funding sources, grant manager, additional users, award name, dates, and awarded amount. 
  • Users specify budget settings including post-award budget, budget creation permissions, expense creation permissions, match requirements, indirect cost tracking, and benefit setup options. 
  • Users configure performance settings including post-award scope, performance plan, strategies, plan creation permissions, achievement creation permissions, and available goal types. 
  • Users customize award settings such as budget and performance reporting periods, due dates, expense addition methods, and allowable amendment types during the copy process.
  • Users configure default reminder settings for tasks, budgets, and performance items with first, second, and third reminder intervals.
  • Users set risk monitoring thresholds for reporting risk, budget risk, and performance risk during the award copy process.
  • Users optionally copy the most recent contract when copying awards.
  • Users include custom form extensions and forms in the copy, with global extensions automatically populated and non-global extensions available for selection. 
  • A confirmation modal displays a comprehensive summary of all selected options before executing the copy, and the system processes copies in the background with real-time progress updates.
  • The system creates newly copied awards in Pending status and keeps them inactive until users manually activate them.

Workflow

• Users can now enroll payment authorizations into workflows from the Payment Authorization grid.
• Users receive confirmation modals before status change automations execute on payment requests, payment authorizations, and amendments, providing visibility into workflow status transitions. 

Updates

Administration

• The Fiscal Year Received column in the Grants grid now displays the year based on when the fiscal year ends rather than when it starts, aligning with federal guidelines. 

Awards

• The Import button in the Award Import modal now appears on the right side of the Cancel button, following standard UI/UX guidance for action buttons. 
• The award import process now allows users to clear field values by providing empty values in the import template, with the exception of the match key field. 
• The Grant Financial Code validation during award import now correctly identifies when users update the same award rather than incorrectly flagging duplicate codes.
• The award import process now defaults to using custom budget categories when a category name exists as both a custom category and a federal category, ensuring the correct category type is applied during import. 

Fixes

Awards

• Award validation now properly accounts for leap years when setting Year 1 End Dates. Users can now enter February 29th as an end date without receiving validation errors stating the end date cannot be more than one year after the start date. 

E-Signatures

• E-Signature documents marked as Complete by BoldSign now remain in Complete status and cannot be incorrectly updated back to In Progress. 

Tasks

• The Task grid now correctly displays the Funder Award name in the Object Name column when users are logged into a Funder client account.