41 results found
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Commas should be in ALL numbers
There are many posts about commas being included on reports and various fields but there are still many areas where commas are still not appearing in numbers....VOUCHERS being one of them. We are working with very large numbers at the end of month. It is difficult to be sure you have entered something correctly when there are not commas in the field. See the attached screenshot of the field where the number should be 13,767,068.59 but appears as 13767068.59. This should be a systemwide standard that there are ALWAYS commas in numbers. we should not have to keep pointing out…
77 votes05/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Statement vouchers -format dollar amounts to show commas
When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).
37 votes5/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Totals when building vouchers
It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.
31 votesA total was added to the voucher entry screen with the enhancement released on 10/5/2022 allowing a User to create an allocation table. The total will update as each detail line is added.
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Voided Check Information on Vouchers
It would be helpful if the voided check information could be listed in the payment history section on Vouchers. Currently, if you need to reissue a check, the original check information is removed and the replacement check information is all that is listed. It would be great if the original check info was shown with a red "Voided" in the Rec Date field.
18 votesThe voided check information is now listed on a voucher.
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New User Interface
When something was selected (Account Number, Donation ID, Grant ID, Etc.) on the old user interface the link would turn purple signifying that it was clicked. This does not happen with the new user interface released today. Could you please add that function back? Thank you.
17 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 -
Electronic Check Batch
Please add an option after selecting checkrun to process electronic checks only. The current options are: vouchers, grants, scholarships but there are many times when we want to just quickly process only the electronic checks. Thanks!
15 votesThere is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page.
This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still allow clients the…
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Add Fund Group Column to Grants Voucher Bucket
The ability to filter by fund group in the grants voucher bucket would be really useful to us when we only want to print a certain fund group's grants. For example, we process DAF grants, FOI grants, and Scholarship grants separately. Filtering by fund group would make it much easier for the check approvers to approve the right grants. Thanks so much for considering!
15 votes -
1099
There are some vendors that receive payment through a grant as well as those created as a voucher. Both types of payments need to be included in the 1099 to the individual.
15 votes -
Paying vouchers from multiple funds
It would be nice to create vouchers from multiple funds. I realize you can pay vouchers from multiple checks on one fund, but we pay bills out of more than one fund at times, so we have to create two different vouchers for the same invoices. Thanks
14 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 -
Recurring vouchers and grants
Under the recurring vouchers and grants there needs to be a "recurring notify" selection just like there is for donations.
11 votes -
sort columns
It would be fantastic to be able to sort columns in the vouchers section for easier reviewing.
11 votes -
Posting Vouchers
Post Vouchers by being able to select wanted vouchers from a list and then post in bulk. Rather than just posting ALL in bulk or posting each one separately.
9 votes -
Qty Field - voucher entry
This shouldn't have to be a required field. Having it autofill 1, when left blank was PERFECT!
Please change it back ;)
9 votes -
Filtering Check Register Custom Report to Only Include Scholarships, Grants, Voucher, etc.
When creating the check register custom report, it would be useful to be able to filter the report to only include scholarships, grants and other voucher batch types. This would improve C-Suites usefulness when attempting to gather information on checks cut specifically for scholarships, grants, and other voucher batch types.
8 votesYou are now able to filter your check runs by scholarships or grants as a filter.
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Voucher Date
Right now in grants, the voucher date defaults to the date it is created. It would be really helpful if we were able to define this date instead. For example, all of our scholarships have a July grant date because that's when they will be paid, but because of the large volume we process, the vouchers were created ahead of time in June. This means the voucher predates the actual grant. The opposite of this happens when we're entering grants for our supporting organizations after they've already occurred. For example, at the end of a quarter, we enter grants made…
7 votes -
Copy Journal Entries
Could you please add functionality to copy a journal entry? This would make it much faster to enter items that occur routinely with slight changes. I use this voucher feature daily. Thanks!
6 votes -
Bulk Post Vouchers
Option to bulk post vouchers so that you don't have to individually click each one and post, then return to the list.
6 votes -
Add Filter to Voucher Bucket for User / Employee who Created Grant
We have a group of staff who are working on grant vouchers at the same time that do not break down by fund group, subgroup, steward, etc. We would like a way to filter the Grant Voucher Bucket to show grants created by a specific user (employee). Is that possible?
5 votes9/8/2023: Added a filter for grants to filter by employees within the grant buckets/reporting.
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