1126 results found
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Online giving
put the search box for giving to a fund at the top instead of the bottom
8 votes -
Donor Portal - Donate Option
I just spoke with a new donor who was using the donor portal and there is now a "Donate" button available to them where they can give to their fund online via credit card. Nice option, but once you get there, you go out of the portal and lose all the tabs and the only way to get back is using "back" button, and it's confusing. It would be great if the user did not leave the portal when using this option.
4 votes -
Inactivate Profiles
At this time you can only mark a profile as "deceased" if they are not active. This is not always the case in a living situation. Since donors may not have given donations in a while, you should be able to indicate their profile as "inactive."
48 votes -
Merging Maiden Name
It would be a good idea to merge an old profile with a maiden name to a new profile with remarried name to allow historical history to carry over.
3 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
Multiple vouchers/multiple funds -- paid by one check
When running AP, we need to be able to pay one vendor (our credit card
company) from multiple funds. Therefore, we'd like to pay 2 or more
Vouchers with a single check.12 votes -
1099 Indicator Check Box
We often have folks who work as independent contractors in the community and may also be getting receiving a check from another one of our funds as a reimbursement for personal expenses paid. We need to be able to determine which vouchers are 1099 eligible, and which are not.
17 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes -
Allow Fund Advisors to export memorials
It would be cool if Fund Advisors could export more detail on their donations. For example, memorials, or recognition names or even an export of the mailing address. Currently, they can only export the following:
donationid donorname date advisedonorname payment_method description amount
18 votes -
Beneficiaries
Introduce a multi-year commitment to be reflected in the "beneficiary" section.
6 votes -
beneficiaries
Currently entries for beneficiaries is only based on a percentage. Could you consider adjusting this to include dollar amounts as this is what we have been doing in FIMS.
15 votes -
Scholarship Fund Balance
Since we book the full amount of the scholarship up front it would be very helpful to have that reflected in the balance. It is confusing for the donors when they see their available balance but it is not accurate due to the booked scholarships.
6 votes -
Edit list of available Task Types
The drop down list of Task Types does not include all the types of tasks I want to track or assign. I can't seem to find any way to edit this list. I can leave the task type blank, but It would be great if you could either simply type in the task type, or edit the available drop down menu.
2 votes -
Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
Minimum admin fee
It would be nice if the minimum admin fee was charged each interval instead of at the end of the year. For example we charge 1.75% with a yearly minimum of $500. It would be great if we could charge a $125 minimum each quarter.
13 votes -
Fund Statements by account number
Being able to segregate and total fund statements by account number would be great. Having a list of all of their transactions is nice, but our clients are used to being able to look at totals by expense account number.
6 votes -
8 votes
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Omit closed funds from global (top left corner) searchbar
No reason to see them in the search drop downs
7 votes -
Printing Checks In Order of Entry
Instead of printing in alphabetical order, it would be LOVELY to be able to choose how to print them. For us, it would be best to be able to print in the order they were entered.
8 votes -
Trial balance by account number
The trial balance sorts itself by account types. I would prefer that it sorts by account number. This is more of the industry standard and makes it easier to find accounts.
15 votes
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