92 results found
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Navigate back to approval bucket after approving a grant
As a grant approver, my workflow would be greatly improved if I had the option to navigate back to the Approval bucket after I have approved a grant. The current options don't work for us because we move grants to the Approval bucket to encumber multi-fund requests. They aren't necessarily ready to be paid out yet, so jumping to the oldest grant in the approval bucket isn't helpful at all. It would be much more helpful to go back into the Approval bucket to scan for grants that are ready for us to pay.
2 votes -
Optional Grant Letter
Create a "Need a Letter?" checkbox much like the one for tax receipts when processing donations
2 votes -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes -
notification for future grant payments
Could we get notified when a future grant payment is due (new and open buckets) in CSuite and have the scheduled grant date turn red when the payment date has passed.
2 votes -
Grant Dashboard
Grant dashboard includes Denied Grants. Denied Grants are not Grants. Please correct this.
2 votes -
CRA and provincial Societies
As of January 1, 2023, CRA will be allowing non-profit organizations to apply for grants that are normally only for charities. This would be a change to both CommunitySuite and GLM as the AJAH check only checks for charity numbers and we will need to also be able to use Society numbers. Can this be modified to check either?
2 votes -
990 report grant types
Grant Types on the 990 report (from the "Grantees (Orgs)" option) populate based on what the grant type is in the fund record. When multiple funds provide the award, the field does not populate because it can't select from multiple fund records. Because this report is a cumulative report, and for 990 reporting purposes, it would make more sense for the grant type to populate from the grantee record. That way the field would always populate because it's based on one record, and it would always be applicable because the grant was serving the org's mission.
1 vote -
Internal grant envelopes
Is there a way that the envelope option become available to accompany a letter that is processed for an internal grant? This is a letter for the person/organization that requested the grant and currently there is no envelope option that matches the grantors name and address that appears on the letter.
1 vote -
grants: option to export bank info
From Grantee files for grant vouchers, a way to export bank information in order to set up payment in online banking system.
1 voteHave you explored the current NACHA options when processing checks? Here is a link to the help article in CSuite: https://support.foundant.com/hc/en-us/articles/4404659918231-NACHA-and-ACH094-Files
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unapprove payment without posting grant for approval
It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.
1 vote -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote -
Grant reporting - add deceased fund advisors and still be able to still see all grants made from a fund
When creating a grant report to see all grants made from DAFs, but to exclude deceased fund advisors, we learned that when we added that filter, it removed grants from the report. Chat support said the issue is the "Advisor Deceased" filter, if we remove this filter it will then give us all of the grants. The filter applies to grant advisors, and so it excludes any grant that doesn't have a grant advisor.
1 vote
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