1118 results found
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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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Legal Name added as tax receipt field
The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.
This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).
7 votesThe following field is available on the tax receipt template: {{donor_legal_name}} -
Allow zero dollar Admin Fees
Please reinstate the ability to have a zero amount admin fee. We use them to monitor funds for which no fee is charged, such as internal funds and special projects. Having them in a specific fee type allows us to review them quarterly for changes in status. It also assures someone looking at the fund that assigning a fee code wasn't just forgotten. Thank you!
6 votes -
Merging profiles with ACH information
There should be a warning when merging profiles with ACH information on file, similar to the Stripe warning. If you merge a profile with ACH information attached to it to a new profile, the bank information is lost. There needs to be at least a warning to ensure that you are aware of a profile with ACH information on file before completing a merge.
5 votesYou will receive a yellow warning if you are trying to merge the profile that has ach credentials into one that doesn't.
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Add a Date Field on Tributes
We list Tributes in our Annual Report and a date field would be an easy way to pull these lists. Please add this field!
3 votesThere is now a created date on the tribute. This is viewable in the tribute record and the tribute list.
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Historical grants - Newest to Oldest
When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.
81 votes -
subfund - closing account
subfund - closing account. Provide instruction in your training materials how to transfer any funds from a subfund to the parent fund, and close the subfund.
2 votes -
Search profile by address or phone number
Being able to search a profile by address or phone number.
7 votes03-01-2023-
Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
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functional expense report financial view
It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.
45 votes -
payment scheduled date
Include the scheduled payment date on the AP export report in accounts payable. The export currently has the date the payment was expensed
3 votes -
tribute
When entering a tribute and you are selecting who to notify, it would be helpful if you could search for the profile by entering the last name and first letter of the first name. It currently requires you to include Mr., Ms. or Mrs. when you are searching. It would be helpful if this was consistent with searching for names in other areas of CSuite.
7 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 for…
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Adding a date to the yearly tax template
For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?
4 votes05/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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tasks
Create options besides "done" for retiring tasks.
When a task is abandoned for legit reasons, it would be great to be able to mark it as such. Also, When a task was added by someone who is no longer a user and it does not make sense to reassign the task to someone else, it would be great to be able to delete it. Only having "done" as a method for retiring tasks from active status leaves a misleading record of what activity occured.
15 votes -
Scholarship Quick Add Function
There is a "quick add" for scholarships where you can enter the full scholarship amount and the years it's payable and the system will create multiple scholarship entries. This is great, except we pay our scholarships by semester.
Is there a way you can adjust it to have the option to select how many months or "twice a year" instead of just the number of years?
4 votes -
distribution types and calculations
In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).
3 votesWhen selecting your distribution types, you can now use a calculation base accounts.
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email grant letters
Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.
Thanks!
31 votes -
Add grantee street address for view in donor portal
Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.
9 votes8/10/2023: Fund Advisor: Enhanced the Fund Advisor area to have a new left menu, List Carts. This new menu will display any fund advisor grant request that have been created, but not yet submitted to the foundation. This table will display the created date, fund advisor, Fund/Org, Amount, Grantee, and the Description of the a grant request. On the Fund Advisor Portal, we have updated the menu above the unsubmitted grant request to Unsubmitted Grant Request. The button for the cart option has also been updated from Review to Review and Submit Grant Request, to help Fund Advisor process the cart. On the Review screen, Fund Advisors will now see the grantee's primary address, as a quick way for them to confirm that they have selected the correct Grantee. If the Grantee is creating from Guidestar from Fund Advisor, the address will not display in the review screen, since the…
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volunteers
Is there a way to list volunteers based on the date/year they volunteered?
We created a Profile ID for volunteers and would like to filter by year.1 voteThe following enhancement was released 10/5/2022:
Profiles: Added the ability to include dates on profile links. This will allow better relationship tracking and data hygiene. Profile links and org roles will sort by active and alphabetically with this enhancement. From profile filter reports, clients can now filter by organization roles and profile links, and in custom reports, the profile links report has been added.
This will allow the tracking of volunteers by date.
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REMOVE CHANGES on user interface made 05/04/2022 to colors, fonts, overall page look and feel. This change worsens readability
Please reverse changes on screen. The highlighted red is gone..which we used as prompts for next steps. WE will be calling/chatting with support just to write grant checks needing to go out today. VERY Frustrating as a new user. PLEASE change back
1 vote -
Make GL account inactive
We want to be able to make GL accounts inactive without deleting the history attached to the accounts. Right now the only way to clean up the GL codes is to close/delete ONLY if there is no transactions.
Please add "Inactivate" option to the accounts. Thank you.12 votes
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