846 results found
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Donation Tax Receipt Numberical Format using a consistent numbering system.
Donation Tax Receipt Numberical Format using a consistent numbering system. This is a requirement and should be considered.
1 vote -
Fund Statement Sort
I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.
Ideally - regardless of Publish date:
CY2023
Q4
Dec
Nov
Oct
Q3
Sept
Aug
July
Q2
June
May
Apr
Q1
Mar…1 vote -
Historical reconciliations for closed accounts
Historical reconciliations currently aren't available for closed accounts. I have to reopen the account in order to download the reconciliations. It would be nice if there were history reports for closed account reconciliations.
1 vote -
unposted checks - display on ap table
it would be nice to see which checking account the unposted checks that are listed on the accounts payable listing.
1 vote -
Donation Portal Tribute Area Title
The "Person being remembered/honored" title needs to be addressed. It splits the word "honored" into two lines. If there were a space after the / or if the text box this title is in were a bit larger, then that word might not split into two lines.
1 vote -
non-promoted displaying in search bar of donation portal
Funds that are not being promoted (internal funds) are showing up in the search bar of the donation portal and allowing donors to give to these funds and causing confusion.
1 voteThis is operating as designed. A Donor can search for any funds that are not marked private. If you do not want them to be included in the search results, edit the fund and click on the box marked private.
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New Admin Fee Type
Could we have an admin fee type that applies a fixed dollar amount across funds based on their asset size? This would be a mixture of the current fixed fee and asset based fee.
For example, we've added a cyber security fee to help cover rising IT and cyber insurance costs. We would love to set the maximum we receive on that fee type at a certain $ amount (i.e., we want to cover $15k in increased insurance costs), and then have that $15k allocated across funds based on asset size. Right now, we do a fixed fee, but it…
1 vote -
Show primary email on household in relationships
It would be nice to see, for those profiles in a household with more than one email, which email is Primary when viewing the relationship tab. Right now, to see the Primary email, we have to open the profile to see which one is tagged Primary. It would be nice to see the Primary without opening the profile.
1 vote -
donor portal
The only way to change the logo, is by uploading the new version under System Data or updating the style for the Donor Portal. The logo uploaded under system data has size restrictions: at least 150 px wide or tall (max 350 px wide or tall). However, our web designer is trying to code on the back end for a larger logo to be used across the header (like on our homepage for GLM) on our donor portal homepage but we are running into roadblocks given the restrictions on the CSuite logo size restrictions. See the trail of emails to…
1 vote -
sync mailchimp
Automate Mailchimp sync
The newsletter opt-in is a great way to easily add donors to a Mailchimp audience list. It would be nice if a manual sync were not required. An automated sync (which could be part of any campaign) could happen on a nightly (or other schedule), or perhaps after every donation.1 vote -
Fund Summary Report: Include Investment Gain/Loss
Fund Summary Report- Would it be possible to include Investment gain/loss?
1 vote -
Fund Detail Summary needs to stay the way it is, please.
When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.
1 vote -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
1 vote -
Notes
We are having difficulty tracking and following up correctly with "Notes" that donors add when requesting a grant. The Notes are at the bottom of the page and do not follow the grant through the process. There is also "alert" that a donor has added a note. It would also be great to be able to include any Notes in Grant Reports or reporting in general.
1 vote -
admin fee start date field available in reports
The new "Admin Fee Start Date" field does not seem to be included in the fields for custom reports. Please add it. we want to run reports to see if all new funds have a start date, verify the start date, etc.
1 vote -
Allocation table
When using allocation table to automate voucher posting we should be able to chose account from both balance sheet and expense account. Currently allocation can only be posted to expense account. I use allocation table to Automate the recording of GST and PST in Canada for quick reporting. Those 2 account are balance sheet account and only part of the voucher should go to expense. Similar sometime a voucher could need to be recorded to prepaid in full or partially.
1 vote -
Adding Email to "Add Donation" page in Donations
We are trying to create a process for emailing tax receipts. We have many tax receipt templates and want to ensure we choose the correct one via mailed vs electronic. However, the biggest hurdle is that we do not know if an email address is available for each donor when we are in the "add donation" page.
It would be easier to create donations through the donation tab rather than finding each profile. If the email was added to the options in the section shown in attached, that would help us plan accordingly.
1 vote -
More options for fund donation page: prefill form, hide/show options
A couple of enhancements I'd suggest to the fund donation page:
1. Make it possible to prefill a form when a potential donor follows a link from our website. For instance, we have suggested annual contribution levels for donors to contribute to our General Fund ($500 Sustaining Donor level, i.e.). If a donor clicked that link, to subscribe to our general fund at that level, it would be great if they could be taken to the General Fund donation page, with (a) recurring donation already selected, (b) $500 already filled in, and (c) no end date selected. Many online form…1 vote -
Campaign event ticket creating duplicate profiles
For events where a personal invitation was sent, use a PIN to link to their profile when purchasing tickets. The PIN could be their profile ID. The PIN could be printed on the invite or envelope when it is sent. This would help keep duplicate profiles from happening on events and correctly identify who was purchasing the ticket.
1 vote -
Checks merge field option
I would like a merge field for the "vendor profile ID number" that I can print on the checks for quick reference to a particular profile since a lot of our profiles have similar names.
(Also for the global search to list profile id in results and be able to search by them but I went and found those ideas and voted on them.)1 vote
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