Release Date: February 1, 2025

New Features/Updates:

• Fund Categories view now includes Fund Status.

• New Expendable Fund Activity (Historical) import type is available. This import will be specifically for importing expendable fund activity (historically) for reporting through our Impact product. Click here for more info on Impact.

• New Fund Reporting Role is officially being released! This role will be replacing the Department Module. If you're currently a Department Module administrator, don't worry - we'll reach out when it's time to make the switch and provide all the info you need. Join us on 2/12 during this webinar for more info.

Resolved Defect/Issues:

• Updates were made to the Account Summary Stewardship Report by Fund and it should be working in all databases at this time.
• Fixed add spending rule button when creating a new fund.
• All Administrators assigned to funds will now appear on Fund Profile page.
• Resolved issue with Program and Project fields being switched when editing spending rule exceptions.
• When editing transactions, you can now update the Fund.
• Fixed defect preventing activity details from populating when editing investment activity.
• Updated Report History view and fixed links under Report Name and Actions.
• Updated Import error messaging to provide better explanations.