36 results found
-
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
46 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
4 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
3 votes -
Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
2 votes -
Memo for recurring vouchers
A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.
1 vote -
1099 Indicator box bulk update
Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.
2 votes -
vendor custom field
Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.
2 votes -
Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
7 votes -
Check register to include all check numbers, even "combined' checks
The check register needs to include all check numbers, even "combined' checks. If there are multiple distributions to one recipient, the field is left blank. The check number should print, even if there are multiple of the same check numbers.
2 votes -
Check register needs to include Description from voucher/grant
The check register export needs to include a Description from the voucher/grant. When I send the check register to committee members, they will ask why did I send a $ amount to a particular recipient. If the description is included, the distribution would be more clear.
1 voteA custom check report could be used to send out. That way you could add the columns that you would like.
-
Allow Multi-fund Vouchers through Portal
Allow Multi-fund voucher requests through the portal. We have fiscal sponsorships that have multiple funds for grant-tracking purposes. They need to pay invoices/vouchers from multiple of the grant funds without having to submit 4 voucher requests for the same invoice. if this cannot be done, PLEASE allow online voucher requests to be changed to multi-fund once they're created in CSuite.
1 vote -
1 vote
-
notification for rejection of vouchers
If a voucher isn’t approved, the staff that entered it gets notified whether it is approved or rejected.
4 votes -
Vouchers and Prepaids
Is there a way to enter a voucher for an annual subscription where it automatically records the prepaid and corresponding monthly subscription expense in each following month? Or can the prepaid only be spent down through journal entries? I think it would be very helpful to have the option to enter the prepaid voucher with corresponding monthly spend down at the initial input.
3 votesOnce the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.
-
Payment Contact Name
Could a new "payment contact name" field be added to the Organizational profile? Currently, the fields "Contact" and "Contact Title" populate the address blocks on an envelope. If we have a separate "PAY" mailing address for checks, then we need a payment contact name to correspond/match to that PAY mailing address.
4 votes -
Quick view for attachments on vouchers
I would love to see a column in the Vouchers listing showing which ones have attachments and which do not. Maybe it's just me but sometimes I mean to upload an invoice we've received to a voucher - showing the status of an attachment on a voucher will help me remember which ones to go back and upload.
1 vote -
Include Fund name/short name on Pay vouchers screen
Please include the Fund name/short name on the Pay Vouchers screen. I want to double check that the correct amount is being distributed from the correct fund when paying multiple amounts from multiple funds to the same recipient.
We have multiple people enter the vouchers/grants and the person approving them doesn't always check the attached/uploaded files to make sure the amount is distributing from the correct fund.
When I write the check, I need confidence that the correct amount is being distributed from the correct fund. I have the supporting documentation printed and in front of me when writing checks.
1 vote -
Ability to customize posted voucher screen to include custom fields
When viewing the voucher screen, it would be nice to be able to customize it to your own viewing needs. As a person who is paying the vouchers, perhaps I would like to see what type of payment we are issuing. We have set up the custom field to include various payment types including ACH, direct pay, autopay, check, etc. but have not way to see this information other than filtering the screen to see just one at a time. A customized screen would alleviate those additional steps.
2 votes -
Check Detail Attachment
We use the "Detail Attachment" to send to grantees with checks that have 5 or more grants, but it could be even easier! Please add the following 2 things:
Our name! Our foundation's name isn't anywhere on this attachment, so I have to add it manually to the pdf.
The check number
If this attachment gets separated from the check - and let's be honest, that can easily happen - the grantee needs to know who this is coming from and the check number for accounting purposes.
2 votes
- Don't see your idea?