Quick Tip: License Information Overview

The License Information page in Euna Grants is where Account Administrators configure organization-wide settings that apply across all grants and users in the account. Use it to define your fiscal year, work week, timesheet approvals, accounting method, matching requirements, and indirect cost rates. Review and confirm all pre-populated fields for accuracy before users begin working in the system.

This article includes the following sections:

• Product and Licensing Information
• Organization Information
• Settings
• Matching
• Indirect Cost Rate
• Expenses

Note: Only Account Administrators can access and edit License Information settings.

For information on password policy settings, refer to the Quick Tip: Password Policy Overview article

Product and Licensing Information

Located at the bottom of the page, the License Information page displays your organization's product and licensing details. Use this section to view your product name, available modules, and license count.

Organization Information

The Organization Information section contains your organization's account details. Review the pre-populated fields to confirm accuracy, paying particular attention to the account owner and primary email address. Keeping these fields current ensures the right person receives updates from Euna Grants when staffing or roles change.

To update Organization Information:

1. Navigate to Administration > License Information. 
   
   The License Information page displays.
2. Click the Edit button in the options toolbar.
    
   The page displays in edit mode.
3. Update any fields as needed.
4. Click the Update button. 
   Euna Grants saves your changes.

Settings

The Settings tab contains organization-wide configuration options for fiscal year, work week, timesheets, and accounting.

To access and edit the Settings page:

1. Click the Settings tab at the top of the License Information page. 
   
   The Settings page displays.
2. Click the Edit button in the options toolbar.
   
   The Settings page displays in edit mode.

3. Update the fields as needed using the table below as a reference.

   Field	Description
   Fiscal Year Start	Sets the start of your fiscal year to ensure reporting aligns with your organization's fiscal calendar
   Organization Work Week Start Date	Sets the first day of your work week (for example, Monday)
   Organization Work Week Length	Sets the number of days in your work week (for example, 5)
   Timesheet Approval Chain	Determines who approves and certifies timesheets
   Require HR Actuals for Timesheet Approvals	Select this checkbox if HR actuals are required for timesheet approvals
   Timesheet Certifiers	Select the Users who can certify timesheets. This list pulls from users already in the system. More than one user can be selected.
   Accounting Method	Sets the accounting method for your organization
   Vendor ID (Optional)	Enter your organization's vendor ID if applicable
   FICA Rate	Enter the FICA rate as a decimal (for example, enter 0.1 for 10%)

4. Click the Update button. 
   Euna Grants saves your changes.

Matching

The Matching section controls matching options across your entire organization. Select the Matching Required checkbox only if every grant in your organization includes some type of matching. If left unchecked, Euna Grants does not apply matching automatically when you create new grants. You can still activate or adjust matching at the individual grant level.

When Matching Required is selected, the following configuration options display:

Indirect Cost Rate

The Indirect Cost Rate section allows you to activate indirect cost tracking across all grants. 

Select the Track Indirect Cost checkbox only if your organization uses indirect costs consistently. If left unchecked, the related configuration options do not display. You can still configure indirect costs at the individual grant level.

When Track Indirect Cost is selected, the following fields display:

Expenses

The Expenses section includes an option to check for duplicate expenses when importing. 

Select the checkbox to activate this setting. 

Tip: Review imported expenses manually, as some identical expenses may not be duplicates and still need to be included.