Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?

We should be able to assign a campaign to a journal entry. We have several fundraisers where we are required to pay a deposit for the food and location when we book them, which is typically the year before the event. When we record the journal entry to expense these items in the month/year they occur, we aren't able to assign them to the campaign.

Show all headers on top line expanding across the page (note box is too narrow):
ID, Sticky, NoRollup, When, and Who

Instead of showing it as all on separate lines.
ID
Sticky
NoRollup
When
Who

When making payments via ACH it would be great to have a remittance advice template to produce to send to all vendors detailing their payment. Ideally it would be sent to a vendor email contact.

Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.

We'd like to have the Description available as as field to be used in the tribute templates, "in honor of" and "in memory of". The donor has provided us with this information and would like it passed on to the recipient. Can that please be added?

Allow the Positive Pay Report to be exported as a csv file in addition to txt. The txt doesn't work with our bank without a LOT of massaging.

When a payment is voided it would be nice if the bank reconciliation stated voided beside the payee rather than just reflecting a credit on the reconciliation.

We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.

We have users prompted to change passwords every 90 days but since we have Lock Edit on the user account so they can't edit the user record, they can't change their own password if they want to. The "change password" link is there, but if they click the page pops up "Sorry, you can't change your password"

Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.

Please add an option to include Fund ID numbers on reports.

https://www.ascentinfosec.com/services/managed-security-services/

May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.

It would be great to have the ability to view subfund balances at master fund level. Ideally it would include investments and balances. Currently the user needs to drill into the subfund listing and then click on the individual funds.

Currently the Trans Ref field only allows a simple filter. I am trying to create a custom report that would pull back multiple values for this field, but it will only allow me to enter one matching value at a time (thus I have to create several instances of the report rather than one consolidated version).

Gifts received via Stripe that have to be unposted and then reposted generate a second email for the same gift to the Fund Holder.

We often have to unpost gifts to shift them to endowed and/or spendable. Once reposted/corrected, it generates a second email for the same gift.

If I want to run a report on just a few grant IDs, it is not efficient to have to use an uploaded CVS to do so. We should be able to type in each one so as to just build a report from a very customized filter.