37 results found
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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.
39 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.
4 votes -
Notify Vendors when paying Vouchers
Emailing Vendors when paying a voucher. We notify our payables manually, but it would be great to send them the check details when the voucher is paid.
10 votes -
Send email to multiple emails for electronic payments
Currently you can only send an electronic payment notification to one email that is identified in the profile. We have had requests from vendors/grantees that the notification be sent to two or more emails.
5 votes -
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.
3 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
11 votesPlease add the specific object and filters needed.
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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.
2 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.
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Payment
Currently when paying a voucher, two options for "Check Type" are offered in the drop-down box: "CHECK" or "Electronic". It would be helpful if more options were available. Specifically in our instance "ACH" "Debit Card" and "Wire Transfer".
7 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.
3 votes -
Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.
Currently when processing a voucher you have to check the box to reduce spend on each voucher for a endowed fund. Have the ability to set this system wide on all vouchers which are endowed rather than it closing to unrestricted.
7 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
8 votes -
Link profiles to voucher items for credit card vouchers
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…
2 votesHere is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
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Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
20 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
10 votes -
notification for rejection of vouchers
If a voucher isn’t approved, the staff that entered it gets notified whether it is approved or rejected.
2 votes -
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.
1 vote -
statement vouchers
It would be helpful to be able to Delete Item lines in Statement Vouchers after copying. I typically copy the previous month's voucher to create a new one. Some months have Realized Gains and some do not. I put a 0 when we don't have one, but it would be much cleaner if I could delete that line and add it back in the next time it is needed.
4 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.
1 vote -
Viewing vouchers under a vendor
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize…
11 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
5 votes
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