Heather Calvert

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  1. 95 votes

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    Planned  ·  8 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Heather Calvert commented  · 

    Related- in Grant letters- We use "Mailing Label" and "Organization" in our address block- but if Mailing Label is Blank, Csuite enters the Organization. This leads to quite a bit of editing once the grant letters are run.

  2. 3 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 14 votes

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  4. 8 votes

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  5. 16 votes

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  6. 24 votes

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  7. 23 votes

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  8. 9 votes

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  9. 6 votes

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  10. 17 votes

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  11. 19 votes

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  12. 31 votes

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  13. 40 votes

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  14. 8 votes

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  15. 66 votes

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    5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    The ability to identify multi-year grant payments should be resolved. Payment date was added as a column in the Grant Voucher Bucket for easier identification. It was also added as a filter, so a User can filter on Payment Date after mm/dd/yy and take a Batch action. In Q4 2021, the payment date will toggle to red if the date has passed.

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    Heather Calvert commented  · 

    I'd like to see this as a filter in the voucher tab as a first step. That would be VERY helpful in selecting and creating the vouchers (and approving a payment if it has not already been approved), Secondary to me is the ability to report. I don't see myself using the task feature simply because of the number of multiple payment grants we have, but I understand why it would be helpful to others.

    Heather Calvert supported this idea  · 
  16. 22 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Heather Calvert commented  · 

    Update: we have stopped issuing grant payments via ACH since we cannot receive a batch of grant letters. If you have a workaround that you are using at your foundation, please reach out to me! Thanks, Heather

    heathercalvert@qccommunityfoundation.org

    Heather Calvert shared this idea  · 
  17. 18 votes

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  18. 13 votes

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  19. 15 votes

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  20. 11 votes

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