55 results found
-
Pay Sponsored Org on Voucher
Can there be a way to add a Sponsored Organization on a vendor's voucher the same way you do on a grant. We have a lot of expenses paid via credit card and it would be helpful to be able to create a voucher with the vendor's name (ex. Dominion Energy) but make the check payable to our credit card since that is how the bill is paid. This way we can easily search/review expenses instead of having to dig through our credit card transactions.
2 votes -
Financials Column Options - put the dropdown back on the financial statement screen
I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.
46 votes -
Customize "Continue Giving" Button
We want to customize the wording and landing page this button leads to.
8 votesAt this time, we have decided not to move forward with this suggestion. Thank you so much for your feedback. We encourage you to visit the new Donation Portal article in Foundant's Support hub for instructions on implementing the new Donation Portal. https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
-
Internal Grants for Tickets to a Campaign
Allow funds at the Foundation to pay for tickets to a Campaign via internal grant.
i.e. Using Campaigns for a giving circle membership. There are a lot of giving circle members who pay with their donor-advised fund. To accurately manage membership through ticketing in Campaigns, adding some functionality to add/sell tickets with an internal grant is necessary.
15 votes -
Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates
Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.
35 votesIf a donation advisor is added to the donation record prior to creating the tax receipt, the receipt will be addressed to the donation advisor. There are two additional idea lab requests to print the envelope for the donation advisor (currently uses donor info) and updating the salutation to the donation advisor salutation.
-
Grant History Reports
Grantee reports showing previous grants applied for, denied, amount funded and amount requested. This is one report we really miss from FIMS. Also if you could pull this from the fund report side too.
16 votesGrant applications are not available in CSuite, so this report is not possible. You should be able to report on denied and awarded grants with a Custom Report sorted by Grantee.
-
See account number in new voucher view
We have one staff member that puts in the vouchers then the accountant reviews them to make sure the fund and account number is correct then posts. It would be nice to see the account number used in the new vouchers screen for quick reference when you post all. Thank you
6 votesBecause there are multiple detail lines on a voucher, the expense account is not listed in the view list.
-
Portal Login System Email Address
We just sent login information for the Fund Advisor Portal and were surprised to see the system email (with the unique URL to create their password) was mailed to the primary profile email and NOT the email selected as the login. It would be nice if it went to the email we selected as login.
19 votesThere is not an option to set a separate email for a fund advisor. The confusion could be when the login name is set as the email. This field does not have to be an email, therefore the email goes to the primary email from the Fund Advisor profile.
-
Check Sequential Order
This is similar to another idea that has been submitted regarding being able to void checks that have not cleared, but they system should require checks to go in sequential order as a disbursement control.
5 votes -
Donation Portal - View All - Sort Funds by Group
We have 800+ funds and only want to promote ~10 of them on our donation page, sorted by group. However, when you click View All Funds, we would love the option to sort by group, not just alphabetically.
8 votesWith the donor portal revisions (currently in Sandbox) with plans to release in March 2024, there will be the option to promote funds and they will display in the sort order defined by the Foundation. Groups will no longer drive the way Funds display in the portal.
-
1099 indicator for reimbursements
I see there are several requests related to separating reimbursements from grants and fees for independent contractors. There is a work out that says we have to go to the GL to indicate if a certain GL should be on 1099. I would prefer to see a field or check box next to each voucher line item that can be checked for 1099. If for instance, consulting GL is marked as 1099, that code can be used to pay different entities including ones who don't need to receive 1099s.
10 votesIn CSuite the accounts will remain the main source for recording 1099 expense data. If you have a line item for a voucher that should not be included in a 1099, it is recommended that you create another account (this could be a sub-account) that is not a 1099 account. As an example, professional fees subject to 1099 report and a separate account (OR this could be a sub-account) that is professional fees not subject to 1099 report.
-
add campaign to voucher when is created
I know I can add an expense to a campaign after the voucher is created, but that is an extra step. It would be better to add it to a campaign during the voucher creation process.
8 votes -
yearly tax receipt
When generating a yearly tax receipt for an individual donor, please list the years available in some kind of order - most recent at the top would be preferential but ANY order would be helpful. Right now, they're all mixed up with no rhyme or reason.
4 votesThis idea is no longer relevant because a User can now define the date range when creating a yearly tax receipt.
-
PDF report headings on each page
When printing multiple page financial reports, it would awesome to have the column headings print at the top of the column on each page for ease of reading.
13 votesAfter speaking to our Developers, the report header will only be available on the first page.
-
Check numbers on voucher statements
We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.
39 votes
- Don't see your idea?