29 results found
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Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
6 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
7 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
37 votes -
statement download
Provide a mechanism for a fund advisor to download statements for multiple funds at once instead of one by one.
2 votes -
Fund Statement Grants
Our current recommendation regarding the inclusion or exclusion of a table in a fund statement involves using a conditional statement based on the "Grants Total Amount". While effective, we encountered an issue recently: if a cancelled amount equals the granted amount, the total grants display as "0.00". These unrelated grants should ideally still be visible on the fund statement.
I propose adding a field indicating whether grants were issued during the statement period, marked "yes" or "no".
2 votes -
Printed Fund Statement Letter Template
Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.
3 votes -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
2 votes -
Bulk Edit Fund Statements by Fund Type
Ability to bulk edit fund statement type by fund type, via custom reports. We are migrating to email all fund statements to just agency funds and would like to bulk edit all advisors to receive email statements.
3 votes -
Transaction Detail in Fund Statements
It would very helpful for our fiscal projects if we could include a transaction detail report in fund statements. We are currently using a work around of including an activity detail report that includes account numbers and additional reports for donations, invoices and vouchers that shows the customer/donor/vendor name. All transactions are reported twice because there is no current method to list them with account number and name.
1 vote -
Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)
Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…
6 votes -
Show only Fund Statements needing review
While reviewing fund statements, at times a statement may be skipped/not marked reviewed due to some issue with it that needs to be researched, etc. Going back later to find those few statements that still need review out of a list of 900+ statements is cumbersome by just scrolling through the list looking for those without a review date. It would be helpful to have a option to show only "Not Reviewed" statements in the batch.
2 votes -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
5 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
4 votes -
Attach file to fund statements
We would like to be able to attach a file such as a letter or image to our fundholders with their quarterly statement. This would enhance fundholder (donor) communication and relationships.
2 votes -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote -
Ability to put Balance Sheet, Budget vs Actuals/Income Statement on Fund Statements
When working with fiscal projects, we are hoping to teach them how to read financial statements. The fund statement is not a true statement of activity, budget, or balance sheet. It would be easier to send them monthly fund statements with their financials already attached, either through an option or a template.
2 votes -
Batch run fund statements based on Fund IDs
It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.
0 votes -
New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
39 votes -
Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
10 votes
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