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1285 results found

  1. change primary on a voucher

    When creating a voucher, you are able to choose "Other" under Address. It would be great if there were fields to input a new "Attention" line person.

    3 votes

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  2. account open

    Please add Account Open Date in addition to Account Closed Date in the custom reports area. This is a common question on our audit. Thank you!!!

    9 votes

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  3. attention line

    Sometimes grants or invoices ask for a specific person in the attention line but that is not a universal recipient of all mail that goes there, for example places that have multiple departments within them. When entering a voucher or grant, it could be nice to have a field of the Attention Line for a specific item you are entering and for that to appear when the address is printed out on the letters.

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Visual Presentations Using Charts

    In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:

    Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.

    Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart

    Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.

    2 votes

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    0 comments  ·  Financials  ·  Admin →
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  5. For individual donors, automate the salutation to the first name

    When entering a new individual name, automate the salutation to the first name.

    3 votes

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  6. Option for Stripe Gift Letter Templates

    We are finding that it would be helpful to have the ability to use more than one letter template for Stripe gifts.

    3 votes

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  7. attaching files

    We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
    We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.

    It would be great if there was a…

    11 votes

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  8. Correct Error Message on Tribute Address Entry on Donation Portal

    On the Donation Portal, when a donor selects to add a Tribute Name and mailing address, if they enter the full state name in the address, the site responds with the following error message "Address validation error, ARIZONA is not valid"

    It is not obvious to all donors that they need to change the state name to the state abbreviation. Please correct the error message so that it lets the donor know what they need to change.

    6 votes

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  9. next pledge payment date

    On the main list screen for open pledges it would be helpful to see the date when the next payment is due - it could be highlighted in red if it is past due.

    7 votes

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  10. Unpost or Delete Reclass Entries

    Reclass entries are unable to be changed once posted. It would be great if we could have an option to unpost/edit/delete those like we do Journal Entries if needed.

    2 votes

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  11. 990 Report - Option to filter to DAF

    We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.

    14 votes

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    0 comments  ·  990 Report  ·  Admin →
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  12. Configurable Grant Catalog Shopping Cart Expiration Date

    For our giving day or other special fundraising events that are run through the Grant Catalog, we would like to be able to allow donors to do research & fill their cart with all of their planned donations, but then hold it for the future, so on the date of the even they can just hit "submit."

    6 votes

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  13. fund list

    Please add "CLOSED" to the funds that are closed in the LIST ALL and LIST DAFs and LIST AGENCY. When you are scrolling through the listing the Title Bar disappears so you have no idea what the Yes and No even stand for.

    9 votes

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    0 comments  ·  Funds  ·  Admin →
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  14. Fund Statements and Format Simplification

    Within the Template Record for Fund Statements, only information within Image #1 is available. I would like to see the information on the Fund Statement Format Record Page here as well (See Image #2). This would open up accessibility to the Statement Format in lieu of having to click: Fund Statements -->Formats --> Format Name, to see settings on the Fund Statement Format. The current functionality disrupts the flow of setting up Fund Statements and can be a source of confusion.

    Additionally, we can go from the Fund Statement Format to the template easily, but the other direction is much…

    1 vote

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  15. Hide donation amounts on fund statements if fund is marked to hide amounts

    If a fund is set to hide donation amounts from fund advisors, then the amounts shouldn't pull in on fund statements. So, similar to hiding scholarship awardee names on fund statements, don't allow donation amounts to show either.

    6 votes

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  16. Allow Admins to edit reports created by other users

    System admins should have the ability to edit reports created by other users and should have the ability to take over the ownership of any reports created by another user when the user is deactivated.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  17. 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

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  18. When spendable on fund advisor portal is "0" should show as "0"

    Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.

    4 votes

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  19. 3 votes

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  20. Voucher: Add Hold status

    Can you put a "HOLD" functionality of an Accounts Payable voucher?

    Thank you,

    3 votes

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