1121 results found
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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 -
Multiple Donation Entry
Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )
54 votes -
anonymous
I would like the option to filter Profiles by those entities that wish to be marked Anonymous. This is currently tracked on the Profiles with a checkbox but is not an option in the Profile Filters. I know I can filter by Anonymous donations, but I want to filter Anonymous Donors as well.
3 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 -
Log
It would be super awesome if we had a way to search/filter through the logs function (on the core menu) based on ref I’d, date, who, etc. as of now, the only function is to use the [more] and [last] buttons at the top/bottom of page to navigate.
Thanks for considering. - Randy
10 votes -
recurring task
I have a lot of financial tasks I do quarterly. Can "quarterly" be added as a recurring task option?
14 votes -
Bulk Upload Files to Fund Advisor Portal
It would be very helpful to be able to bulk upload files to the fund advisor portal so that the documents are available either to all users of the portal or all users with grant recommendation privileges, etc. For example, to make our quarterly investment performance report available to all users or to make guidance for donor advised grantmaking available to all users with advisory privileges.
25 votes -
trial balance by division
To be able to download export the trial balance by division as with the balance sheet
15 votes -
Reports for entire history of fund
Going into Fund -> Donor Report
We are unable to select a specific date range
It would be helpful if you could allow for us to select a date range or add in an option for "ALL"20 votes -
recognition name in profie
It would be great if we could type the recognition name in the profile and it would pre-populate based on that field, but we could override if only one member of a household was the donor. Also it would be great if recognition name could either be exported from donor records or profiles for our annual report.
12 votes -
1099 Report
Please create a report that shows for all 1099 vendors the total amount paid for a year. This would be very helplful
22 votes -
Add Profile ID to Gift Import
Please add Profile ID to the gift import template. This will eliminate the concern of the system creating duplicate profiles. The import option is really valuable, but isn't efficient if we have to go in and merge duplicates due to not having an address correct or due to a gift going to an organization that may have more than one profile ID. Thanks
7 votes -
Link to Saved Reports
It would be cool to have a static link that allowed you to go directly to your saved reports rather than having to go within the report, sometimes pick a date before being able to get to the filter, and then loading the saved report. Not sure if others would find this helpful, but thought I'd post it.
7 votes -
checks to individuals
Hi! Currently, checks have the default of using the last name first if there is not "Legal Name" entered if it is to an individual. I am hoping you can change this to using the "Mailing Label" name if there is no "Legal Name" entered. Thanks!
8 votes -
Download Fund Advisor emails by type of funds
Currently, we can get and list of emails for all Fund Advisors. I'd like to get Advisors by type of fund. For example, I'd like the emails for DAF owners only. We also have Designated funds, Scholarship funds, and funds of our Fiscally Sponsored programs. It would be great to be able to download an Fund Advisor email list at any time for each of these types of funds.
8 votes -
Credit card fees posted to other fund
When processing credit card fees, paypal or other fees have the ability to charge the operating fund not just the fund receiving the donation
13 votes -
1099 Indicator Check Box
We often have folks who work as independent contractors in the community and may also be getting receiving a check from another one of our funds as a reimbursement for personal expenses paid. We need to be able to determine which vouchers are 1099 eligible, and which are not.
17 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
Allow Fund Advisors to export memorials
It would be cool if Fund Advisors could export more detail on their donations. For example, memorials, or recognition names or even an export of the mailing address. Currently, they can only export the following:
donationid donorname date advisedonorname payment_method description amount
18 votes -
Budget variance report
New report that would have the whole year budget, monthly and YTD for closed months, budget to actual dollar variance, and budget to actual percentage variance.
This would be for the Admin/Operating Fund only.
25 votes
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