09.25.2026 Release Notes: Payment Profiles

Users can now manage payment information for recipients with a new Payment Profiles feature that lets them store and link vendor details to organizations and awards.

• Users can store vendor names and numbers on recipient organization records in a new funder-only Vendor Information section.

• Users can access a new Payment Profiles page on recipient organization records under Contact Information to organize all payment routing information in one place.

• Users can create new payment profiles with payment details and address information.

• Users can update existing payment profiles to keep vendor information current.

• Users can remove payment profiles they no longer need, with an option to archive instead of delete.

• Users can select a Payment Profile when updating awards to route payments correctly.

• Users can import vendor names and numbers when creating recipient data.

Users can now properly update the Budget Reporting Period and Performance Reporting Period fields when using bulk edit on program awards. The system now correctly saves these changes to individual awards instead of displaying only a confirmation message.

Custom yearly allocations on budget line items are now preserved when creating a new budget version, rather than being reset to system-generated values.

Budget line items imported through the budget import tool now persist correctly after a successful import message. Users can verify imported changes are saved by navigating to the grant budget to confirm all line items have been added.

Custom reporting dashboards that depend on workflow filters now load correctly and no longer timeout due to excessive filtering on table-valued functions.

Users can now purge deleted test grants from the system without encountering validation errors.

Expense totals from associated reporting periods now correctly populate in submitted payment requests and display accurately on the funder side review screen.