It would be helpful when posting a journal entry if a description is entered in the Create Journal Entries field to autofill into the Fund Entry field.

It would be helpful when posting journal entries to have a difference amount between the debits and credits.

It would be helpful when viewing transactions within a GL account to have a column for the effective date that differentiates between the post date and the effective date.

It would be helpful if address dates did not require a year.

It would be helpful if the global search had the capability of searching by exact dollar amounts.

It would be helpful to be able to import distributions (spending policy) from a previous audit details report or other csv or Excel file.

Can you change the tab order on the distributions screen so it goes directly to the amount? It is the only field you can edit. Then enable the arrows (or simple tab) to go directly to the next field that can be edited.

Currently once a tax receipt is marked as sent there is no option to mark as unsent, if you accidently click sent then it does not allow you to include that donation in the bulk process. Instead of using the bulk process you must go into the individual donation and populate an individual tax receipt, this is time consuming and can cause missing a tax receipt.

On the Fund Balance Report it would be helpful to have a column for the nonspendable as well. It would also be helpful to have a column that shows the total open payables per fund.

Can you please add a total dollar amount on the review screen when creating distributions?

When a multifund grant is created the system separates it into line items that requires you to click on "create" for each line when creating an accounts payable voucher for AP to write one check. It would be very beneficial if there was a way to select more than one line and create the vouchers in batch. It would not be as beneficial if you had to select them all because sometimes we don't want all of the lines to be paid at that time due to cash flow considerations. Please see attached.

Currently there is no information or way to pull a report for a donor who has given in the past then waited a few years and donated again. We track this information so it would be helpful to have this option, currently we look back at donation history when each donation is entered but some could get missed with this method.

The option to email tax receipts directly from a donation does not provide a customization option that you can save, you have to edit the text that will be in the subject and body of the email each time. This is very time consuming if you are sending out multiple receipts and want a more personalized email to accompany the tax receipt.

Please consider adding the ability to copy previously posted distributions with an updated post date. We would still need the ability to edit, post and download audit details from the copy. This is helpful for quarterly spending policy distributions.

I have several endowment funds that grant annually to the same grantee(s) by percentage, e.g., 50% to A, 25% to b, 25% to C, of each year's annual distribution. And always wanting the checks to be mailed the same day every year. Using beneficiaries and recurring grants, would love a function that would do the annual math since the amount changes each year.

The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"

We would love to be able to merge the scholarship description into our scholarship letter. This helps the schools know more about the award and why the student was chosen, as well as how the award can be used. This field is not currently available to pull into templates, but would improve our workflow!

When I'm noting contact to prospects, I'm adding the same note to multiple profiles. It would be nice to be able to do a mass add.