Product News
New features and changes, newest first.
Joined with your mobile? Add your email address and submit - Product News
Published
ForApplicants
An account made with a mobile number can now add its email address and a password in your account, so it can confirm the address and submit an application.
Articles in this update
The Administrator portal fits laptops, tablets and phones better - Product News
Published
ForAdministrators
Dashboard charts sit two to a row on a laptop, the Team lists keep every row action in reach, and the top bar shows icons on a tablet and moves the search into your menu on a phone.
Articles in this update
AI decision log, model cards and privacy statement - Product News
Published
ForAdministrators
Every AI output now has a decision-log entry naming who acted on it, each AI capability has a published model card, and Backed writes the automated-decision statement for your privacy policy.
Articles in this update
Every payment on one list - Product News
Published
ForAdministrators
All payments lists every payment, in a batch or not, by paid date, with its bill and refunds, and exports it for a month's reconciliation.
Articles in this update
Review appeals against declined applications - Product News
Published
ForAdministrators
A new Appeals tab lists every appeal against a declined application, so you can assign a reviewer who records whether it is upheld or dismissed.
Articles in this update
Appeals on declined applications - Product News
Published
ForAdministratorsApplicants
A round can now allow appeals, with a window in days and an optional appeal form, and applicants submit an appeal and follow it from the application page.
Articles in this update
Three fixes for applicants - Product News
Published
ForApplicants
A Landing Page names an applicant-type refusal, a registration file question takes an upload, and the Grants section shows three columns on a laptop.
Articles in this update
Application history and the audit log agree on related records - Product News
Published
ForAdministrators
See Application History lists an Application's related records by the audit log's own visibility rules, and thirteen newer record types now have rules of their own.
Articles in this update
Ask for help from any page of the application form - Product News
Published
ForApplicantsAdministrators
Applicants can ask a question from each page of the application form, and the organisation sees which page it is about.
Articles in this update
Automation delays in minutes, and emails only to current members - Product News
Published
ForAdministrators
An automation's action can now wait a number of minutes, a saved delay keeps its exact minutes, and an automation's email no longer reaches someone removed from your organisation.
Articles in this update
A developer site and an OpenAPI document for the Backed API - Product News
Published
ForIntegrationsAdministrators
The Backed API now has a public developer site with a full reference, guides and a changelog, and an OpenAPI document on your organisation's own address.
Articles in this update
Emails for donor reports and grant recommendations - Product News
Published
ForAdministratorsVerifiers
Donors are emailed a link when a new report on their Fund is published, and Administrators who manage payments are emailed when a donor recommends a grant.
An eligibility question that hides the rest of the form - Product News
Published
ForAdministratorsApplicants
A "No" to an eligibility question on an application's first page now hides the remaining pages and Submit and shows your ineligibility message; "Yes" brings them back.
Articles in this update
Formatted text on forms and landing pages - Product News
Published
ForAdministratorsApplicants
A Free Text field's content is written in a formatting editor, and applicants and landing page visitors see the headings, lists and links you set.
Articles in this update
Forms say which fields are required - Product News
Published
ForAdministratorsAssessorsApplicants
Every form with a mandatory question now opens with "Fields marked * are required.", and screen readers hear which answers are required from the field itself.
A fund's rules now apply when you accept a grant recommendation - Product News
Published
ForAdministrators
Accepting a donor's grant recommendation now checks the fund's Rules and Conditions first, and a recipient the rules don't allow is refused with the reason instead of being paid.
Articles in this update
Report the grants you made in a period - Product News
Published
ForAdministrators
A new Standard Report, Gaming trust grants, lists each approved grant with its recipient, purpose, approved amount, decision date and payment dates.
Articles in this update
Getting started shows what is left - Product News
Published
ForAdministrators
The Getting started page now lists the go-live checklists down the left like organisation setup, and the top bar shows how many are left.
Articles in this update
Import your grants from your Rounds profile - Product News
Published
ForAdministrators
The Grants page can start a draft grant from each grant Rounds already lists for your organisation, and Apply on Rounds sends people to it once you publish.
Articles in this update
Include collaborators in a broadcast - Product News
Published
ForAdministrators
A broadcast from the Applications list can now include each application's collaborators, counted once alongside the applicants.
Articles in this update
Lists show their shape while they load - Product News
Published
ForAdministratorsAssessorsApplicants
A list loading for the first time now shows placeholder rows in the shape of the table, and a list that is refreshing keeps its rows on screen, dimmed, until the new ones arrive.
Bank account answers follow your currency - Product News
Published
ForAdministratorsApplicants
A Bank account field now checks a New Zealand number when your organisation's currency is NZD, and says what it expects in New Zealand terms.
Articles in this update
The complete record's audit entries name related records and IP addresses - Product News
Published
ForAdministrators
The audit entries file in an application's complete record (OIA) now has the Related records and IP address columns, the same seventeen columns as an audit log export.
Articles in this update
The pin shows when you tab to a grant, and public pages name themselves - Product News
Published
ForApplicantsAssessors
On a large screen a grant card's Pin appears when you point at or tab into the card, and every public page's tab names the page and your organisation.
Articles in this update
Prepare milestones before an application is approved - Product News
Published
ForAdministrators
Set up an application's milestones while you decide on it; they reach the applicant only when it is approved.
Articles in this update
Programs can carry their own logo and colours - Product News
Published
ForAdministrators
A program can now have its own logo and brand colours, shown on its landing pages, application forms and grant cards.
Articles in this update
A reporting feed scope for analytics tools - Product News
Published
ForAdministrators
Give an API credential the Read reporting feed scope so Power BI, Tableau or Excel can load your records from the OData reporting feed.
Articles in this update
Roll-up reports by source of funds - Product News
Published
ForAdministrators
Roll many grants up into one portfolio report, one report for each source of funds and a reconciliation that adds back up, then finalise each version.
Articles in this update
The grant setup stays on the step you choose - Product News
Published
ForAdministrators
Moving between the steps of a grant's setup now keeps you on the step you chose, instead of sometimes jumping back to the last step you visited.
Articles in this update
Rounds ranks grants by how well they fit you - Product News
Published
ForApplicants
Rounds asks a few questions about who you are, where you work, what you fund and how much you need, then ranks grants by how well each one fits, with the reasons on each card.
Rounds keeps its own grants label, and the tags settings page opens cleanly - Product News
Published
ForAdministratorsApplicants
Rounds always calls its grants page Grants, and Settings > Tags opens on the tab its address names; that page was fixed before it reached customers.
Articles in this update
Bigger Rounds files, virus-checked before they open - Product News
Published
ForApplicants
Rounds members can upload documents and send files in messages of up to 25 MB each, with 500 MB in all, and every file is checked for viruses before it can be opened.
Change your photo on your Rounds profile - Product News
Published
ForApplicants
On your own Rounds profile, select your photo to upload a new one and trim it, choose one you have used before, or remove it.
Rounds now emails you when a claim on a funder is not approved - Product News
Published
ForApplicants
When our team turns down your claim to act for a funder listed on Rounds, you now get an email naming the funder, as you already did for a claim on an organisation.
Guides and templates for grants on Rounds - Product News
Published
ForApplicants
Rounds has free guides and five templates for grant seekers, open without signing in, and community managers can now write and publish guides of their own.
Submit straight after confirming your email, and AI switches that stick - Product News
Published
ForApplicantsAdministrators
Confirming your email address on the application form now makes Submit available at once, and turning an AI capability off while its tone notes save is no longer lost.
Articles in this update
Turning the support footer on saves - Product News
Published
ForAdministrators
Turning on Show the support footer over footer text you saved earlier no longer fails with "Something went wrong at our end".
Articles in this update
Support is in your account menu - Product News
Published
ForAdministrators
Support has moved from the top bar into your account menu, and Feedback and Support now open in a window over the page.
Articles in this update
Get help fills the screen on a phone - Product News
Published
ForAdministratorsApplicantsAssessors
On a phone, the Get help panel now opens full screen instead of as a box or a sheet over part of the page.
Articles in this update
Replies from support now show in the support panel - Product News
Published
ForAdministratorsApplicantsAssessors
Get help now lists the messages you have sent to Backed support, and our reply appears under yours when it arrives.
Articles in this update
Sync error emails arrive again - Product News
Published
ForAdministrators
When a bill fails to reach Xero, MYOB or QuickBooks Online, the sync error email and its Resync link are sent again, and a failed payment's notice names the payment.
Articles in this update
The tags settings page opens - Product News
Published
ForAdministrators
Settings › Tags opens on production builds; its tab is now read on the server from a module safe to call there.
Articles in this update
Temporary filters you are typing survive a refresh - Product News
Published
ForAdministrators
When someone else changes a data table's saved filters, Refresh shows them without clearing the temporary filters you have not applied yet.
Articles in this update
Webhooks send your events to your own systems - Product News
Published
ForAdministrators
Add webhook endpoints under Settings so your own systems hear about submitted applications, payments and other events the moment they happen.
Articles in this update
Recommendations in the decision wizard and clearer deferrals - Product News
Published
ForAdministrators
Record an application's recommendation from a decision's Notification Details step, and a Defer decision now reads as a deferral from its last step to its decision view.
Articles in this update
Your account menu holds the Help Centre and feedback - Product News
Published
ForAdministrators
Help Centre and Feedback are now in your account menu, and Getting started is in the top bar beside the bell.
Articles in this update
Your exports show their row count - Product News
Published
ForAdministrators
The audit log's Exports list now shows how many rows each export's file holds, beside how many entries it covers.
Articles in this update
AI aids for assessors - Product News
Published
ForAdministratorsAssessors
Assessors can now ask for an AI summary, evidence quotes and consistency checks beside an assessment, in the rounds you turn them on for.
Articles in this update
Coloured tags, auto-tag rules and include or exclude tag filters - Product News
Published
ForAdministrators
Give tags colours, let rules tag applications from their answers, and filter lists by the tags an application has or lacks.
Articles in this update
Bank account verification and tagged batches - Product News
Published
ForAdministrators
See and record whether each bank account is verified, confirm unverified accounts before approving a batch, tag batches, and build one batch from every tagged fund.
The budget report and a budget tile - Product News
Published
ForAdministrators
See budget, committed, paid and remaining for each Funding Round and Program, drill into any figure, download it, and keep the key figures on your Dashboard.
Articles in this update
Check a decision's letters before sending - Product News
Published
ForAdministrators
Page through every letter a funding decision will send, see what each one got wrong, and waive a flag with a reason before you send.
Articles in this update
Go-live checklists show their steps - Product News
Published
ForAdministratorsIntegrations
Each go-live checklist in the Help Centre now lists its steps, in order, under "Ensure you've double checked the following:".
Articles in this update
- Checklist - Applications
- Checklist - Assessments
- Checklist - Audit log and migration runs
- Checklist - Classification
- Checklist - Communications
- Checklist - Contracts
- Checklist - Decisions
- Checklist - Funding Rounds & Grant Management
- Checklist - Funds
- Checklist - Milestones
- Checklist - Organisation
- Checklist - Outcomes
- Checklist - Payments
- Checklist - Programs
- Checklist - Registrations
- Checklist - Report builder
- Checklist - Reports
- Checklist - Users
- Checklist - Verifiers
- Checklist - Accounting systems
- Checklist - Integrations
Export an application's complete record for an OIA request - Product News
Published
ForAdministrators
The export popup on an application offers Export complete record (OIA), one ZIP of the application's whole record, built in the background with a download link on its page.
Articles in this update
Confirm your email without leaving your application - Product News
Published
ForApplicants
An applicant who has not confirmed their email address can now get a new code and confirm it on the submission page, instead of in a separate tab.
Articles in this update
A tidier sidebar, account menu and top bar - Product News
Published
ForAdministrators
Help Centre now opens the guide for the page you are on, Support sits in the top bar, and the theme switch and My access move into your account.
Articles in this update
Indexation on contracts and applicant milestones - Product News
Published
ForAdministratorsApplicants
Finance can see when a contract year is due for indexation, preview and apply it, and applicants see the base, uplift and indexed amounts on their milestones.
Articles in this update
Data dictionary - Product News
Published
ForAdministrators
Find any field on your templates before you report on it, see where it is used, write tag definitions and export the list as CSV.
Articles in this update
Trace a decision letter to its template and reviews - Product News
Published
ForAdministrators
A stored decision letter names its template, sender and review requests, and opens its decision and the application's assessments.
Articles in this update
Delete a fund, and comment on a fund - Product News
Published
ForAdministrators
Delete a fund from its record after a confirmation that names what goes with it, and leave internal comments on a fund.
Articles in this update
Distribution cycles and a hybrid fund's split - Product News
Published
ForAdministrators
Distribute every fund whose next distribution date has come in one step, preview the cycle before you confirm it, and see a hybrid fund's tagged and contestable balances on its record.
Articles in this update
The donor portal and grant recommendations - Product News
Published
ForAdministrators
Invite a fund's donors to their own portal, where they follow the fund and recommend grants from it, and accept or decline each recommendation from the fund.
Articles in this update
Drafting with AI for administrators - Product News
Published
ForAdministrators
Administrators can now ask for a first draft of a decision message, a letter paragraph, a conversation reply or a report summary, and accept, edit or discard it.
Articles in this update
Accredo export and finance system identifiers - Product News
Published
ForAdministrators
Keep each applicant's Accredo Bank Account Number and Microsoft Nav Vendor ID, and export an approved payment batch as an Accredo import file.
Articles in this update
Set up your own fund fields - Product News
Published
ForAdministrators
Add your own fields to every fund, choose which appear as columns on the fund list, and put them in order, from Settings on the fund list.
Articles in this update
Distribution rules and payment batches from a fund - Product News
Published
ForAdministrators
Set how a fund shares out its balance on its new Distribution Rules tab, then generate a Draft payment batch from the fund's record.
Articles in this update
Rules and conditions on a fund - Product News
Published
ForAdministrators
Set who a fund can pay, the most one recipient can receive, co-funding and the donor's conditions on the fund record's new Rules and Conditions tab.
Articles in this update
FundraiserOne ContactID on a verifier's record - Product News
Published
ForAdministrators
A verifier's record shows its FundraiserOne ContactID once FundraiserOne has synced it, as an applicant's record already does.
Articles in this update
Choose a form field's FundraiserOne field from a list - Product News
Published
ForAdministrators
In the Form Builder, a registration field's FundraiserOne field is now chosen from your organisation's list instead of typed.
Articles in this update
See where each grant payment is up to - Product News
Published
ForApplicants
An approved application has a Payments page listing every payment of the grant with its status, totals and payment letters.
Articles in this update
Say what a help page was missing - Product News
Published
ForAdministratorsApplicants
After you answer Was this helpful? on a Help Centre page, you can add a short comment for the Backed team.
Articles in this update
Independence rules, automatic recusals and structured conflict declarations - Product News
Published
ForAdministratorsAssessors
Recuse assessors automatically with independence rules, record what was done about each conflict, and let assessors describe a conflict or declare one while assessing.
Articles in this update
Integration logs name every record - Product News
Published
ForAdministrators
An Integration logs entry's Record now names and links the applicant, verifier or payment batch it was about, so a FundraiserOne sync and its retry are easy to follow.
Articles in this update
Internal comments stay hidden without access - Product News
Published
ForAdministrators
With No Access to Internal Comments, contracts, applicants, funding rounds, Funds, payment batches and decisions no longer show an empty comments section with a warning.
Articles in this update
Invite a collaborator who isn't registered - Product News
Published
ForAdministratorsApplicants
Invite someone who has never used the Portal to collaborate on an application, straight from Manage Collaborators.
Articles in this update
Maps and geography - Product News
Published
ForAdministratorsApplicants
See where your applications are on a map, and report on their local government area, electorates and remoteness.
Articles in this update
Matching funds and suggested allocations - Product News
Published
ForAdministrators
See the funds that can pay for an application, allocate to them in one step, and have allocations suggested for a whole grant.
Articles in this update
Milestone deliverable files in the API - Product News
Published
ForIntegrations
The Backed API now describes each file on a milestone's deliverables and downloads it, as it already did for application files.
Articles in this update
One sign-in reaches grant makers' own web addresses - Product News
Published
ForApplicantsAssessorsAdministrators
Signed in on Backed or Rounds, you are signed in on a grant maker's own web address too, without typing your password again, once that address is set up.
Articles in this update
Organisation addresses, and one that does not exist - Product News
Published
ForAdministratorsApplicantsAssessors
Every organisation's portal now answers on its own address, and a mistyped one says there is no organisation there.
Articles in this update
Reporting feed for analytics tools - Product News
Published
ForAdministrators
A new guide and Power Query sample load your applications, funding rounds, applicants, contracts and milestones into Power BI through the API, refreshed on a schedule.
Articles in this update
Privacy requests find fund donors - Product News
Published
ForAdministrators
Finding a person under Settings > Privacy now lists their fund donor records and grant recommendations, and their downloaded personal data includes them.
Articles in this update
The public register reads as a table - Product News
Published
ForAdministratorsApplicants
The public register now names your organisation in its heading and lists grants as a table on a tablet or computer, and as cards on a phone.
Articles in this update
Refunds, repayments, tranche holds and void and reissue - Product News
Published
ForAdministratorsApplicants
Record a refund against a paid payment, ask a grantee to repay, hold a tranche from payment, and void and reissue a payment the bank sent back.
Code a round so its applications start coded - Product News
Published
ForAdministratorsApplicants
Give a grant round its own classification codes, have new applications start with them, and filter All Applications on a term at any depth of the tree.
Articles in this update
Rounds lets people and organisations on Backed in without a wait - Product News
Published
ForApplicants
Anyone with a Backed account joins Rounds at once, with no access request to wait on, and can give an organisation they act for on a grant maker's portal its own Rounds page.
Rounds has audio and video calls - Product News
Published
ForApplicants
Rounds members can now call the people they are connected with, by audio or video, from a conversation.
Rounds lets you delete a message or conversation for yourself - Product News
Published
ForApplicants
In Rounds you can now delete a message, or a whole conversation, from your own view, and the other person keeps their copy.
Download your data from Rounds - Product News
Published
ForApplicants
Anyone signed in to Rounds can download everything Rounds holds about them from Settings, and deleting a Backed account now clears the rest of what Rounds held about it.
Rounds has funding trends, topics, a funder directory and group pages - Product News
Published
ForApplicants
Explore shows what is opening and which causes are growing, gathers each topic in one place, lists every funder A to Z and shares profiles by QR code. Each group has its own page.
Rounds messages carry files and grants, and contacts find colleagues - Product News
Published
ForApplicants
Rounds messages can carry a file or a grant, your connections have a page of their own, and you can find colleagues by the email addresses you already have.
Follow organisations on Rounds - Product News
Published
ForApplicants
Rounds members can follow a grant maker or applicant organisation, see its follower count, find the organisations they follow on Following, and read its posts in their Following feed.
Rounds profiles show the grants a member has won - Product News
Published
ForApplicants
A Rounds member can now list the grants they have won on their profile, picked from the grants directory or typed in, and anyone can read them.
Rounds invite links are private to you - Product News
Published
ForApplicants
Your Rounds invite link now carries a private code instead of your username, and you can make a new one whenever you like.
Rounds lists your public grant rounds - Product News
Published
ForAdministratorsApplicants
A published public round is now listed on Rounds while it is open, with Apply going to its landing page on your portal, and a List on Rounds switch keeps any round off.
Articles in this update
Rounds' live briefings are real - Product News
Published
ForApplicants
Funders' briefings on Rounds now stream live from the host's own browser, with comments, a watching count and a reminder when one goes live.
Rounds now has organisations - Product News
Published
ForApplicants
Rounds members can create a grant maker or applicant organisation, claim a funder from the grants directory, have it verified, manage who acts for it and post as it.
Grant makers on Rounds see the clicks to their own site - Product News
Published
ForApplicants
A verified grant maker on Rounds now sees how many people Rounds sent to its own site from each of its grants, beside what Backed would show it.
Rounds keeps a member's own grant pipeline - Product News
Published
ForApplicants
Rounds members can save grants, track applications by stage, see their deadlines in a calendar, total what they have won, keep reports and documents, and share with a colleague.
Your organisation has a page on Rounds - Product News
Published
ForAdministrators
Every organisation on Backed now has a verified page on Rounds, edited under Settings > Rounds profile and run there by the staff you choose.
Articles in this update
Rounds profile changes in the audit log - Product News
Published
ForAdministrators
Every saved change to your Rounds profile is now recorded in your audit log, with who made it and what each field was and is now.
Articles in this update
Set a payment's scheduled date - Product News
Published
ForAdministrators
Set or clear the day you plan to pay a payment, on a batch or a milestone's page, and Cashflow totals it under that month.
Articles in this update
Simpler sign-in pages, and reporting unauthorised use from your sessions - Product News
Published
ForAdministratorsApplicantsAssessorsVerifiers
Sign-in pages drop their footer links, account sign-up links our Privacy Policy under the terms, and you report unauthorised use of your account from Active sessions.
Articles in this update
Remind and withdraw stale drafts - Product News
Published
ForAdministratorsApplicants
A grant can remind applicants about a draft nobody has edited and withdraw it if nobody comes back, with a countdown on the applicant's draft. Off until you turn it on.
Articles in this update
Role profiles and the read-only auditor - Product News
Published
ForAdministrators
A new guide shows how to set up a Super Admin, a Programme Manager or a read-only auditor, and six common ways to divide access.
Articles in this update
View as any role - Product News
Published
ForAdministrators
View as, in your account menu on every page, shows Backed the way another role sees it, with a banner and Exit to come straight back.
Articles in this update
The weekly digest email - Product News
Published
ForAdministrators
With the Weekly Digest switched on, each Administrator gets a Monday-morning email summarising the past week and their outstanding Tasks.
Turn on the weekly digest - Product News
Published
ForAdministrators
A Weekly digest switch at the top of the email settings sends each administrator a Monday summary of the week, off until you turn it on.
Articles in this update
Our accessibility statement and conformance report - Product News
Published
ForAdministratorsAssessorsApplicants
backed.giving/accessibility now sets out where each portal stands against WCAG 2.1 AA, the known exceptions and their workarounds, with a downloadable conformance report.
Applicant help and unanswered questions - Product News
Published
ForAdministrators
Let signed-in applicants ask about a round from its published landing page and guideline files, and see on the grant's page what the documents did not answer.
Articles in this update
Rules on specific rounds now reach applicants - Product News
Published
ForAdministrators
A Data Access Rule on specific Funding Rounds now covers the Applicants who own an Application in those rounds.
Articles in this update
See everything sent about an application in one place - Product News
Published
ForAdministrators
An application's page has a new Communications tab listing its emails, unemailed letters and conversation messages, newest first.
Articles in this update
Ask about this round - Product News
Published
ForApplicants
Applicants can ask questions about a round and get answers from its published documents, with the sections they came from.
Articles in this update
The automation log - Product News
Published
ForAdministrators
See every time an automation fired and what each action did, retry a failed action or cancel a waiting one, and see each record's automations on its page.
Articles in this update
Automations - Product News
Published
ForAdministrators
Set up automations that create a task, send an email, move a record on or change its status when something happens.
Articles in this update
Blind review for chosen applications, and how assessors declare conflicts - Product News
Published
ForAdministrators
Limit a round's blind review to the applications you choose, and choose whether assessors see who the applicant is when they declare a Conflict of Interest.
Articles in this update
See which applications you collaborate on - Product News
Published
ForApplicants
An application you collaborate on now says Collaborating with and the owning organisation's name under its title.
Articles in this update
Commitments beside actuals on milestone templates and reviews - Product News
Published
ForAdministrators
Bind milestone deliverables to what the grantee committed to, and review commitment, actual and variance side by side.
Articles in this update
See what you committed to beside each milestone deliverable - Product News
Published
ForApplicants
Milestone deliverables show the value committed in your application or contract, and a budget table shows committed, actual and variance per line as you type.
Articles in this update
Committee outcomes and meeting notes on the application - Product News
Published
ForAdministrators
Record your committee's outcome on an application with its rationale and any dissent, add meeting notes, and correct a record without losing the original.
Articles in this update
Contract requests show their accounting sync - Product News
Published
ForAdministratorsApplicants
Approved contact and bank-detail changes now show whether they reached your accounting system, with Retry sync when they did not.
Articles in this update
Choose how long your records are kept - Product News
Published
ForAdministrators
A new Data retention tab lets you set how long each kind of grants record is kept, and whether it is then anonymised or deleted.
Articles in this update
Draft an application form from your guidelines - Product News
Published
ForAdministrators
Start an application form from your round's guideline document, then check each drafted field against the passage it came from before the grant goes live.
Articles in this update
Email addresses checked as you fill in a form - Product News
Published
ForApplicantsAdministrators
An email field on an application form now tells you straight away when the address isn't valid.
Articles in this update
Allocate applications to funds, and plan a fund's year - Product News
Published
ForAdministrators
Allocate an application to one or more funds for a year, see each fund's allocations, and plan a fund's year on its annual sheet.
A fund's ledger and its donor reports - Product News
Published
ForAdministrators
See every movement of a fund's Available Amount month by month, and preview, produce and publish a donor report for any dates.
Articles in this update
Choose the fund a payment is made from, and see fund balances - Product News
Published
ForAdministrators
Change a payment's fund while it is pending, name one on Add Payment, and see each fund's balances and payments under Payments.
Articles in this update
Import fund amounts and valuations from a file - Product News
Published
ForAdministrators
Update fund amounts, add funds and record market values from a CSV file, checking every row before anything changes.
Articles in this update
Hear about requests to join your organisation - Product News
Published
ForApplicants
Members who can invite people now get a notification when a colleague asks to join their organisation.
Articles in this update
Describe your logo for screen readers - Product News
Published
ForAdministrators
Your Logo now carries alternative text, which application PDFs and decision letters use so screen readers can describe it.
Articles in this update
Logos, letterheads and signatures appear in PDFs again - Product News
Published
ForAdministratorsApplicants
Generated PDFs show your logo, letterhead and signatures again, and application PDFs and decision letters are now tagged for screen readers.
Articles in this update
Meetings, meeting packs and ministerial briefs - Product News
Published
ForAdministrators
Build a meeting's agenda, share one PDF pack or ministerial brief with the attendees, record the minutes and go straight on to decisions.
Articles in this update
Milestone totals, moved due dates and standalone milestones - Product News
Published
ForAdministrators
An application's milestones now show their totals by currency and the extension request that moved a due date, and a registration lists its standalone milestones.
Articles in this update
Import an outcomes framework or start from a starter - Product News
Published
ForAdministrators
An outcomes framework can now be loaded from a CSV file after a preview, or copied from the Sustainable Development Goals or a results-based accountability starter.
Articles in this update
Letters, automations, quarterly reports and batches open again - Product News
Published
ForAdministratorsApplicants
Five pages that showed "Something went wrong" instead of opening now open as they should.
Articles in this update
Rounds has its community screens - Product News
Published
ForApplicants
Rounds now has a home page, a following feed, a network of colleagues and grant writers, groups, messages, activity and a funding overview, on the phone and the desktop.
Email a report on a schedule - Product News
Published
ForAdministrators
Send any report's file daily, weekly, monthly or quarterly to your Administrators and up to 20 other addresses, and see what each run did.
Articles in this update
Let other systems change records through the API - Product News
Published
ForAdministrators
API credentials can now be given write scopes, so another system can update registrations, applications, assessments, post-award records and files.
Clearer API write errors and a tighter sharing list - Product News
Published
ForIntegrationsAdministrators
A refused API write now names every field that failed, and someone with no access to Assessments no longer sees shares listed.
Articles in this update
Recommendations in the decision register - Product News
Published
ForAdministrators
The register now shows each recommendation's rationale and the amount requested, marks a recommendation that moved after the send, and exports a whole round's decision record.
Articles in this update
Add and edit admin groups - Product News
Published
ForAdministrators
Create, change and delete Admin Groups, and use Data Access Rules to decide which records each group's members can see and change.
Articles in this update
A logo that will not load shows a placeholder - Product News
Published
ForAdministratorsAssessorsApplicants
When an organisation's logo cannot load, you now see its initials or name instead of a broken image.
Capacity assessments - Product News
Published
ForAdministrators
Rate an organisation's capacity with two independent scorers, see where they differ, and reconcile their scores into a rating with a full trail.
Articles in this update
Charity registration numbers are checked in the Applicant portal - Product News
Published
ForAdministratorsApplicants
A form field you have linked to the New Zealand Charities Register's charity number now looks the number up as the applicant leaves it.
Articles in this update
A collaborator's milestone no longer says no funding is attached - Product News
Published
ForApplicants
A collaborator opening a funded milestone no longer sees a message saying no funding is attached to it.
Articles in this update
Comments on payments, batches and funds post again - Product News
Published
ForAdministrators
An internal comment on a payment, a payment batch or a fund was refused with an error; it now posts, raises its task and is listed as it should.
Articles in this update
Compare a milestone with what was committed - Product News
Published
ForAdministrators
Reviewers can now ask AI to set a submitted milestone beside the Application's, Decision's and Contract's commitments and flag each difference for a person to weigh.
Articles in this update
Currencies on rounds, contracts and batches - Product News
Published
ForAdministrators
Give each grant round, contract and payment batch its own currency, and see every amount with its code and totals one line per currency.
Articles in this update
Export a record's history, and find your audit log exports - Product News
Published
ForAdministrators
Save the history of an application, a milestone, a contract or a payment as a CSV or Excel file, and download your audit log exports from the last 24 hours under Exports.
Articles in this update
Export the audit trail of a grant or an application - Product News
Published
ForAdministrators
Save the full audit trail of one grant round or one application as a CSV or Excel file, from the Audit log or the application's page.
Articles in this update
Check MYOB for a milestone's payment now - Product News
Published
ForAdministrators
Force payment sync on a milestone records a payment made in MYOB at once, instead of waiting for the nightly check.
Articles in this update
Add and edit funds, and a fuller fund record - Product News
Published
ForAdministrators
Add a fund or change one from Fund Management, see every field on its record with its payments and history, and see each batch line's fund.
Articles in this update
Governance dashboards and chart recipes - Product News
Published
ForAdministrators
Share a named dashboard of visualisations, read-only, with your board's Admin Group, and start a chart from a ready-made recipe.
Articles in this update
In-kind grants and the cashflow view - Product News
Published
ForAdministrators
Award goods or services instead of cash on a decision or a milestone, and plan unpaid cash by month in each currency with the in-kind deliveries apart.
Articles in this update
Manage collaborators from an application's page - Product News
Published
ForAdministrators
An application's page now shows its collaborators and offers Manage Collaborators, unless collaboration is turned off.
Articles in this update
Milestone portfolio and summary line - Product News
Published
ForAdministrators
See every milestone that is due, overdue, awaiting review or approved this month across all your grants, and a status summary above the milestones list.
Articles in this update
A network sharing paragraph for your grant agreements - Product News
Published
ForAdministrators
Each funder network now gives you a paragraph to copy into your Contract Templates, telling grantees their grant record may be shared.
Articles in this update
Payment batch exports build again - Product News
Published
ForAdministrators
Exporting an approved payment batch as a CSV or Excel file works again; since the Currency column was added, every export had failed.
Articles in this update
People and setup, closer to the new design - Product News
Published
ForAdministrators
The People page now lists applicants and assessors with a figure for each status, profiles show initials and tidier cards, and the setup wizard is easier to skip through.
Articles in this update
Recommended amounts at decision time, and milestones issued on approval - Product News
Published
ForAdministratorsApplicants
See each Application's fund allocation beside Amount granted, and have prepared Milestones issued the moment it is approved.
Articles in this update
Reporting bands and linked conditions - Product News
Published
ForAdministrators
Scale each grant's reports to its size with reporting bands, and hold a milestone's payment until its linked conditions are approved.
Articles in this update
Scoring matrix by assessor - Product News
Published
ForAdministrators
The scoring matrix now shows one row per application and one column per assessor, marks conflicts as COI, and exports the same table.
Articles in this update
Several data tables, appended data sources and CSV or XLS export - Product News
Published
ForAdministrators
A report can now hold several data tables, append them into one combined data source, and export the rows as CSV or XLS.
Articles in this update
Sign-in counts in reports - Product News
Published
ForAdministrators
The Assessors and Admins data sources now offer a Sign In Count column, counted from today.
Articles in this update
Sources of funds and co-funders - Product News
Published
ForAdministrators
Record whose money each grant is, from upstream agreements and your funds, and put co-funders' pledges and shares on rounds and applications without counting them as yours.
Articles in this update
Standard reports to start from - Product News
Published
ForAdministrators
Start a Report from one of four ready-made recipes, and see number columns totalled per group.
Articles in this update
The public register of approved grants - Product News
Published
ForAdministratorsApplicants
Publish a grant round's approved grants to a public register page anyone can read without signing in.
Articles in this update
AI assistance, off until your organisation switches it on - Product News
Published
ForAdministrators
Administrators can now choose which AI capabilities their organisation uses, see the provider's terms first, and review every model call in the audit log.
Articles in this update
Collaborators see their milestones - Product News
Published
ForApplicants
A collaborator on an application now sees that application's milestones on their Milestones page, without payment details.
Articles in this update
Defer applications to a later decision - Product News
Published
ForAdministrators
A funding decision can now defer its applications. A deferral sends no letter or email, and the applications stay open for a later decision.
Articles in this update
Filter, sort and group a data table - Product News
Published
ForAdministrators
A data table's rows can now be filtered, sorted and grouped in place, and its columns changed from the report.
Articles in this update
Getting started has its own page - Product News
Published
ForAdministrators
The go-live checklists have moved off the Dashboard to their own Getting started page, linked at the foot of the sidebar.
Articles in this update
One register for every funding decision - Product News
Published
ForAdministrators
The new Register tab lists every decision across your grant rounds, with who recommended, reviewed and sent each one, and each decision now shows its own history.
Articles in this update
Report folders - Product News
Published
ForAdministrators
Organise Data Reports into folders, choose who sees each folder, and assign a Report to a folder from the list or from inside the Report.
Articles in this update
Saved list filters and refreshing from your profile - Product News
Published
ForAssessorsApplicants
A list you come back to shows the filter it is using, and Refresh from profile no longer loses the new value.
Articles in this update
Scoring matrix and round summary - Product News
Published
ForAdministrators
Compare every assessor's score question by question, spot scores that disagree, and see a round's progress at a glance.
Articles in this update
The security pack on request from the trust page - Product News
Published
ForAdministrators
Security and procurement reviewers can now request Backed's security pack from the trust page and download it from an emailed link once it is approved.
Articles in this update
See a task's note at a glance - Product News
Published
ForAdministrators
My Tasks now shows each task's note under its title, so a New Conflict of Interest task names the Application and the reason.
Articles in this update
The sidebar holds your account - Product News
Published
ForAdministratorsAssessorsApplicants
On a computer the menu now runs the full height of the window, with your organisation at the top and your name at the foot.
The top bar fits every phone - Product News
Published
ForAdministratorsAssessorsApplicants
The top bar fits the smallest phones and a tablet, its search and account controls are named for screen readers at every width, and an untitled grant shows as New Grant on the Dashboard.
Articles in this update
Viewing as moves to your account menu - Product News
Published
ForAdministratorsAssessorsApplicants
Choose your Dashboard's view from your account menu, and notices at the top of the page now slide away by themselves.
Articles in this update
Your terminology now reaches column headers, tabs and buttons - Product News
Published
ForAdministratorsAssessorsApplicants
The words you set in Terminology now appear on list columns, tabs, buttons, filters and placeholders, not only in the menus and page titles.
Articles in this update
Data reports - Product News
Published
ForAdministrators
Data Reports lists the Reports you can see, grouped by folder, and lets you build a Data Table from a data source, open a Report and delete one.
Articles in this update
Manage your collaborators from the applicant portal - Product News
Published
ForApplicants
Applicants can now add and remove the collaborators on an application they own, from the Applications list or the application page.
Articles in this update
Send decline letters to an email field on the form - Product News
Published
ForAdministrators
An email field on an application form can now be marked Notify on decision, so the Letter of Decline also goes to the address entered there.
Articles in this update
Setup invitations that were not sent - Product News
Published
ForAdministrators
People you added in the setup wizard whose invitations were not sent now wait on your team's Invitations page, each with a Send.
Articles in this update
Your light or dark choice stays with you - Product News
Published
ForAdministrators
Your light or dark choice now follows you across Backed's pages and stays after you sign out, and the sign-in pages carry an acknowledgement of country.
Articles in this update
A new look across admin, the portal and sign-in - Product News
Published
ForAdministratorsAssessorsApplicants
The admin app, the applicant, assessor and verifier portal and the sign-in pages now share one calmer look, with where you are shown in the top bar.
The new admin look - Product News
Published
ForAdministrators
The admin app has a sidebar grouped by grant stage, a light and dark switch, dashboards for your role, a People hub with a profile for each person and a setup wizard.
Articles in this update
Assessment Field Tags in emails - Product News
Published
ForAdministrators
A Field Tag on an Assessment template or a Decision form template now appears under Assessment in the Personalisations menu of the emails about an Assessment.
Articles in this update
Field reviews on form fields - Product News
Published
ForAdministrators
A change to a form field marked for review after the form is submitted now waits for an administrator's approval.
Articles in this update
Outcomes frameworks and indicators - Product News
Published
ForAdministrators
Measure your grants against your own outcomes framework, with targets, actuals from approved Milestones and an annual outcomes export.
Articles in this update
The dashboard fits on a phone - Product News
Published
ForAdministrators
The admin Dashboard no longer scrolls sideways on a phone, and its charts no longer hold a scrolling area a keyboard cannot reach.
Articles in this update
Assessing and dashboards on a phone - Product News
Published
ForAssessorsApplicants
An Assessor can accept, score and submit an assessment on a 375 px phone, and the Applicant Dashboard's grant cards fit at every width.
Articles in this update
Registering from a collaborator invitation - Product News
Published
ForApplicants
People invited to collaborate on an application now register with the right type, chosen for them from the invitation.
Articles in this update
The fund list - Product News
Published
ForAdministrators
Fund Management now lists every fund with what it has to distribute, has paid and has left, totalled per currency.
Articles in this update
A fund's record and its child funds - Product News
Published
ForAdministrators
Open any fund from Fund Management to see its own amounts, and every fund below it with the amounts rolled up per currency.
Articles in this update
Manage collaborators from the applications list - Product News
Published
ForAdministrators
Add and remove an application's collaborators straight from the All Applications row menu.
Articles in this update
The top bar fits on a phone - Product News
Published
ForAdministratorsAssessorsApplicants
The admin app and the portals no longer scroll sideways on a phone or a wide screen, and your logo keeps its room in the top bar.
Articles in this update
Uploads complete from the browser - Product News
Published
ForAdministratorsAssessorsApplicants
A file uploaded from an application, a registration or a milestone now finishes; the final step was refused by the browser's cross-origin check.
Articles in this update
Your brand in the admin app - Product News
Published
ForAdministrators
The admin app now shows your organisation's logo and brand colours, as your portals do.
Articles in this update
Application filters, grant counts and history - Product News
Published
ForAdministratorsApplicants
Filter All Applications by category, assessor, status and date, and follow each grant's counts and history.
Articles in this update
The Help Centre and guided tours - Product News
Published
ForAdministratorsAssessorsApplicants
Every screen now has a Help Centre article a click away, and sixteen guided tours walk administrators, applicants and assessors through the grants screens.
Assessment sharing, decisions and approvals - Product News
Published
ForAdministratorsAssessorsApplicants
Share assessments with assessors, applicants and verifiers, give each decline a reason, hold declines, export a decision record, and set approval limits and field reviews.
Articles in this update
- Assessment sharing
- Assignments
- The decision record
- Decline queue
- Decline reasons
- Funding decisions
- The probity checklist
- Field reviews on a funding round
- Milestones and batches
- Exports and bank files
- Payment permissions and separation of duties
- Admin groups
- Approval limits
- Shared assessments
- Shared assessments
- Accounting sync errors
- API access
Payments, accounting and more - Product News
Published
ForAdministratorsAssessorsApplicants
Pay grants in batches with approvals and bank files, sync bills to Xero, MYOB or QuickBooks, send broadcasts and texts from your own domain, look up business registers and publish awarded grants.
Articles in this update
- Applications list
- Migration runs
- Broadcasts
- Email logs
- Sending domain
- Text messages (SMS)
- Create and send a contract
- The probity checklist
- Publishing awarded grants
- Eligibility screener
- Round reporting
- Getting help
- Getting started as an administrator
- Security and privacy review
- Milestones and batches
- Organisation settings
- Your subscription and access
- Building a payment batch
- Exports and bank files
- Frequently asked questions about payments
- GST on payments
- Payments
- A payment batch's page and marking it paid
- Payment batches
- Payment letters
- Payment permissions and separation of duties
- Reviewing and approving a payment batch
- Paying a milestone from its page
- Applicants
- Frequently asked questions about reports and exports
- Your account
- Your applicant dashboard
- Applying for a grant
- Frequently asked questions for applicants
- Payments and payment letters
- Registering
- Troubleshooting signing in
- Your profile
- Your assessor dashboard
- Accounting sync errors
- Frequently asked questions about integrations
- Integration logs
- Integrations home
- Teams channel notifications
- Milestone accounting
- MYOB
- QuickBooks Online
- Business and charity registers
- Xero
Mid-October 2026 - Product News
Published
ForAdministratorsAssessorsApplicants
Blind review, review panels, a leaderboard with an equal-merit draw, a sandbox copy of your organisation, search from any page, late access, duplicate checks and privacy requests.
Articles in this update
- Assessment rounds
- Assignments
- Assessment templates
- Your assessor dashboard
- Deciding whether to assess
- Review panels
- Assessing an application
- Create a grant round
- Duplicate a round
- Landing pages
- Allow a late submission
- Duplicate applications
- Form builder
- Applications list
- An application
- Exporting applications
- Applicants
- Registration templates and types
- Organisation settings
- Organisation emails
- Your organisation's sandbox
- Privacy requests
- Security settings
- Email logs
- Administrators and permissions
- Your account
- Getting started as an administrator
- Onboarding sessions
- Applying for a grant
- After you submit
- Your applicant dashboard
- Your organisation's members
Referee requests - Product News
Published
ForAdministratorsAssessorsApplicants
Ask referees for a reference from the application form, and follow each request from the References tab to the Assessor's view.
October 2026 - Product News
Published
ForAdministratorsAssessorsApplicantsIntegrations
Backed as it stands in October 2026, module by module, from setting up your organisation to outcomes reporting, single sign-on and the API.
Articles in this update
- Welcome to Backed
- Organisation settings
- Security settings
- Administrators and permissions
- Your account
- Applicants
- Registration templates and types
- Verifiers and institutions
- Programs
- Create a grant round
- Multi-stage grant rounds
- Applications list
- Form builder
- Assessment rounds
- Assignments
- Funding decisions
- Create and send a contract
- Milestones and batches
- Tasks
- Quarterly cycles and returns
- Portfolio
- Classification
- Audit log
- Single sign-on
- API access
- Connect an AI assistant with MCP
- Assessing an application
- Applying for a grant
- Your profile