180 results found
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New Grant Process - Checkbox to decline grant document creation
Please enable a checkbox to decline or STOP the creation of a grant document. Many of our internal grants do not need a grant document created but we have no way to turn these off. It add several extra steps to delete the letter which is not applicable.
14 votes- 1-18-2023: Checks: Added the ability to delete or email the grant or scholarship letters from the check id. This will allow clients to remove the grant or scholarship letters if needed.
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Delete Automatically Generated Grant Letters
We need someone without permissions to edit checks to be able to delete the new automatically created grant letters. Permissions to edit checks are limited to our Finance department but it is our Grants Manager who would edit a grant letter if needed and would need to be able to delete the automatically generated and attached grant letter. We would much rather have the grant letters be able to be deleted from the grants permissions as that's where they are created. Even if that means deleting it from multiple grants. Please change this to allow someone without Finance permissions to…
14 votesGrants/Scholarships: Enhanced the grant or scholarship record with the option to delete grant/scholarship letters. Enhanced the grant/scholarship letters to print in alphabetical order. Renamed the left hand menu item within document bucket, from Send Documents to Process Documents Vouchers: Added the create checks option back to the left hand menu. Templates: Added the ability to disable grant letters when using a check template that has the grant letter on it. This is a new checkbox on the check template No Grant/SShip Letters.
https://www.loom.com/share/96c1d2cdb82849b491bced2e4a9a3d31
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advisor portal Grants tab totals
Could the Grants tab on the donor portal total up the number of grants and the number of dollars granted over the life of the fund? Currently, there are two different ways of organizing grants displayed - by date and by grantee - which is great, but it would make sense to have a total at the bottom of each format.
14 votes -
Nesting Custom Reports under Categories
I've been creating a lot Custom Reports now that we have the tool and I can very quickly see these lists getting difficult to manage for staff if they have to start scrolling through a long long list. Can you organize the reports we create into dropdowns from the main categories?
It would also be nice if the entire main menu was grouped by function ie. Financial, Profile, Granting that we could also dropdown from.
14 votes5/3/2023: Custom Reports: Enhanced Custom Reports to now have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the custom report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
Enhanced Custom Reports to now have an option to view only the reports created and shared by or with the user. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will…
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More easily identify recurring grants on fund records
We need more than one way to find recurring grants, specifically have recurring grants listed on the fund's record. For example if a donor calls and asks what recurring grants they have set up, I am unable to go to their fund record and see their recurring grants. There is not even a field or button that identifies they have a recurring grant. I have have to go into recurring grants and then filter or do an F lookup. Stewards have no easy way to see who has a recurring grants in their portfolio.
13 votes3/13/2024: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
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to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
13 votes -
Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields
We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.
13 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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legacy
Legacy global search numbers.
Legacy numbers in global search has become a problem when searching for a profile. To many legacy grant numbers appear and will not allow for profiles. Also now when searching a profile number, many times two appear, because one is a legacy number. On August 5 the release notes state that an update for global search to search for legacy IDs. Is it possible to have this reversed?
13 votes -
Filter reports for 990
The donor report for the 990 includes interfund gifts/grants in the report, but since they should not be reported as donations (only the original gifts to the funds should appear in the 990), it would be great if you could automatically exclude those or allow filters to be put on the 990 reports.
13 votes -
Check numbers for Grant Letters
Currently when you print a check, there is a pop up box that gives you an option to print the grant letter and post the check number. If you select to print the grant letter, it will not list the check number because you have not posted it yet.
It would be great if you had the option to post the check, then print the grant letter without having to go back into the check.
13 votes -
Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
Email Grant Letter
We would appreciate have the ability to notify grantees of their grants via email, rather than copy and paste from the template and sending our own emails to grantees. On the gifts side we can send an email to the gift giver. However, why can't we send an email to to the grantee in the same way as we can with the gifts. Thanks!
12 votes -
interfund tribute
Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.
12 votes -
select multiple grants (but not all) to post approval
Any chance we can tweak the grant bucket section to allow us to select multiple (but not all) grants to post for approval in one batch? As of now, we can either do one by one --which sends multiple emails to the approvers-- or we can process all grants in the bucket in a single batch. On occasion we are ready to proceed with a handful of grants but not every item in the bucket. Have check boxes like we do in the deposit till might be helpful.
12 votes -
grants payable report
It would be nice if when we created historic accts and grants payable reports that could be exported. We had to retype the information for our auditors to schedule out when grants expire. Also it would be awesome to have a field in grants that tells when they expire.
12 votes -
Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 votes -
attach a tribute to an internal donor advised fund grant
I couldn't vote for "interfund tribute" BUT I talked to Support and they said it's not an option to attach a tribute to a grant
Just restating the previous Idea Lab: Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.11 votes -
Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
11 votes- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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Grant Types
We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.
11 votes -
Printing Grant Letters in Bulk
Currently I can only print grant letters one at a time. It would be really helpful if I could print them all at once.
11 votes
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