1148 results found
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internal grant show originating fund name in donation report
When a donation/grant is INTERNAL, please show in the description field, or the trefname field that has the grant number, the name of the fund where the donation is originating from. Please have this show up in reporting.
1 vote -
Import Profile Fund Relationships in Bulk
I'd like an enhancements to the Import Relationships tool. That functionality allows us to import profile link relationships, profile to profile relationships to CSuite in bulk. I am looking import profile-fund links where I can link the profile to the fund and the fund category in bulk via CSV import. This would allow me to in bulk add relationships that we are trying to keep track of that we didn't track prior to our import to CSuite.
1 vote -
Allow Users to Change Navigation Font and Color
The font color isn't dark or big enough, and if you want to use a dark background, there is no way to change the text to be lighter.
4 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
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 -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund
In the Fund Advisor >Donations area of the Portal: only Hide Amounts for donors who are NOT linked to the fund.
2 votes -
Reports: Add county field to profile reports/filters
Add 'County' field to profiles as this is needed often for reporting purposes.
8 votes -
Different grant status in fund portal
The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.
1 vote -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
3 votes -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
2 votes -
fund portal
Our foundation has an Endowment Program that is offered to our Member Congregations and Schools and we invest funds on their behalf and use the portal for them to request disbursements. I can change Tab names, however, it would be helpful if we could also customize the header on the page so it matches. For instance, we use Deposits instead of Donations and it can be confusing to them. We also don't use Grants but use Disbursements since it is their money and we are just investing it for them.
We also do not allow for Recurring Grants so I…
3 votes -
Bulk link donations to opportunities
It would be extremely helpful to be able to bulk add/link donations to an opportunity. We are seeing more and more memorial contributions, which sometimes result in the creation of a fund. I will go back and link these donations, sometimes in the hundreds, to the opportunity, which can be very tedious.
1 vote -
donation notification
An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.
1 vote -
List of Fund Advisors
In the portal, a donor has asked if we can give him some way to see who is allowed to make a grant request on a fund. For example, the Fund Advisor would allow their children to make grant requests, and they want to see that list of people when he looks at this fund. Quentin said that this isn't currently a feature on the portal, but you can see the list of advisors when you look at grants that have already been created (in the grants tab).
7 votes -
Bank Reconciliation | Collapse Transactions
When reconciling bank accounts, collapse transactions as they are being marked off during the reconciliation process so only the remaining transactions are displayed. Link to short video: https://zoom.us/clips/share/LiXG7vHFRR6NzG0JYuHcQQ
Requested on behalf of CF of Hudson Valley (NY)
1 vote -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF10 votes -
charity check nonprofits
We’d love to be able to run a bulk Charity Check for all organizations listed in our Nonprofit Directory so we can quickly verify that everyone is still in good standing and hasn’t lost their nonprofit status.
Right now, Charity Check only works for profiles marked as “Grantee,” so we’ve had to mark orgs that have never received a grant as grantees just to run the check. It would be much more accurate and efficient if we could Charity Check profiles based on the “Nonprofit” designation also.
It would also be great if running a Charity Check could be a…
1 vote -
1099 Indicator box bulk update
Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.
4 votes -
open books need a warning or a password
Hello! We just had an issue where we accidentally opened the books back 10 years because of a typo in the date - can you please either put a warning on the open books feature or password protect it if it goes beyond 1 year? This caused a big issue from some Small Dog fund updates that did not close properly after reclosing the years.,
10 votes
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