41 results found
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Add Fund Group Column to Grants Voucher Bucket
The ability to filter by fund group in the grants voucher bucket would be really useful to us when we only want to print a certain fund group's grants. For example, we process DAF grants, FOI grants, and Scholarship grants separately. Filtering by fund group would make it much easier for the check approvers to approve the right grants. Thanks so much for considering!
15 votes -
Statement vouchers -format dollar amounts to show commas
When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).
37 votes5/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Sorting
I see many requests asking for the ability to sort various lists. I'm putting them all here in this request... I think any page that has a list of anything, including but not limited to: vouchers, checks, donations, balance swaps, should be able to be sorted by the various columns. Please give us this functionality, as the lists often times appear to have no particular sort logic .
4 votes -
sort columns
It would be fantastic to be able to sort columns in the vouchers section for easier reviewing.
11 votes -
Breakdown of Voucher Permissions
We require all invoices (payments) to be approved by a supervisor, before they can be paid out. Unfortunately, with how permissions currently work, we cannot delineate permissions for voucher approvals between grants/payments. As such, when we pay invoices, we've had to resort back to paper requests for signing authority.
It would be helpful to have an additional approval step when paying invoices, that could bump it for approval separate from our finance team/whomever approves vouchers regularly.
3 votes -
Bulk posting: Electronic Checks & Changing from Check to Electronic
Currently you need to individually select all vouchers that are paid via electronic payment rather than check. If there was a 'select all' button that would make this much less tedious. Similarly, when posting an electronic payment, there should be an option to 'post all electronic payments' rather than individually selecting each one.
2 votes -
Checkbox option/batch for checkrun (vouchers and grants)
It would be great to have a checkbox option for when you print checks from check run so that you can batch together vouchers or grants and run those separately, rather than having everything print in alphabetical order and having to sort it out later.
3 votes -
1099
There are some vendors that receive payment through a grant as well as those created as a voucher. Both types of payments need to be included in the 1099 to the individual.
15 votes -
group vouchers by vendor
Group Vouchers by Vendor/Fund. I know you can group the vouchers on to one check once the Vouchers are posted but it would be nice if when importing vouchers it automatically grouped vouchers by vendor and fund into one voucher.
2 votes -
Custom Report Fields
We would like to see expense account (GL) codes from the vouchers as an item in the custom reporting. This would be helpful when we do our admin checks for voucher entry reviews.
4 votes -
Advisor Portal: Other fund activity display
On the "Other" tab in the advisor portal, it would be more useful for the Vouchers/Invoices detail to be at the top of the page, above the Vendor summary data. For funds with a lot of non-grant payments, it's more important to see recent activity than summary data. In fact, I think summary data is of limited use all together. Alternately, a navigation link to jump down to recent activity could also help.
5 votes -
add or change the shortcuts on the ribbon bar for easy access
The default shortcut on the ribbon bar at the top of the page should include profiles and vouchers.
2 votes -
Donation permissions: Enhance permissions to separate post from unpost
We noted that unposting of donations is not a permission item, even though unposting of vouchers and unposting of invoices is a permission item. Currently, the individual who wants to unpost something has to have ‘posting’ status, which is not ideal.
4 votes -
Description box for account numbers
When entering an account number you do not see the entire account number and description because the size of the box is too small. Especially true with vouchers.
2 votes -
Bulk Post Vouchers
Option to bulk post vouchers so that you don't have to individually click each one and post, then return to the list.
6 votes -
Paying vouchers from multiple funds
It would be nice to create vouchers from multiple funds. I realize you can pay vouchers from multiple checks on one fund, but we pay bills out of more than one fund at times, so we have to create two different vouchers for the same invoices. Thanks
14 votes -
Totals when building vouchers
It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.
31 votesA total was added to the voucher entry screen with the enhancement released on 10/5/2022 allowing a User to create an allocation table. The total will update as each detail line is added.
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grant bulk approval
When we approve more than one grant in a bulk manner, all of the grants create vouchers. Since we frequently pay the grants over more than one payment, I have to go in and manually unpost the vouchers. It would be great if there was a question when you did bulk approval to ask if the system should post payment vouchers or not.
5 votes -
Qty Field - voucher entry
This shouldn't have to be a required field. Having it autofill 1, when left blank was PERFECT!
Please change it back ;)
9 votes -
Multiple vouchers/multiple funds -- paid by one check
When running AP, we need to be able to pay one vendor (our credit card
company) from multiple funds. Therefore, we'd like to pay 2 or more
Vouchers with a single check.12 votes
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