1088 results found
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Warrant canary
Please post a warrant canary on your public facing website so that will can be made aware if the federal or any state government requests your customers' information.
https://en.wikipedia.org/wiki/Warrant_canary for more information on this topic.
1 vote -
campaign font
I’d like to customize my campaign event information and increase the font size of the date/time/location. The default text size is unreadable for older folks, I've been told. However, when you do this using html, the coding shows up on the ticket receipt. This looks very silly to have donor-facing. Also, there is no way to increase the size of text in the date field, as this is a numbers only field.
9 votes -
Fund Anniversary with Thank You Letter Template
We would love to be able to add a fund's anniversary (this could be at the fund advisor level?) with a letter template option to send a "Thank your for partnering with us" letter on the anniversary date.
4 votes -
Voucher Template
It would be nice if Foundant can add CAMPAIGN and EVENT as optional fields to the existing voucher template. When there are hundreds of credit card transactions, it is very time-consuming and tedious to sort/enter CAMPAIGN and EVENT only after the transactions are loaded in CSuite. Thank you.
2 votes -
Grant Refund - Payment Type
When depositing a returned grant, the only payment type is check. We most often get returned grants electronically and therefore, the payment type is incorrect.
5 votes -
Hide/Filter Statement Vouchers in portal
We would like to be able to hide statement vouchers in the Fund Advisors voucher tab. These transactions are sometimes confusing for the advisor We would like the vouchers they see to be relevant. Maybe this goes further to be able to filter and hide certain vendors?
1 vote -
"Invoice Me" Option for Ticket Purchasers
We've come across some businesses that require an invoice prior to the purchase of a sponsorship style ticket. Currently, the only way to do this is to have the purchaser call our office, and then we can purchase the ticket for them with the "create receivable" option.
It would be great to see an option available for purchasers to do this themselves when they navigate to an event to purchase a ticket or sponsorship ticket.
3 votes -
Financial Statement exports to PDF using a predefined template
Financial Statement export option to PDF. It would be nice to be able to export all financial statements in the same manner that you can create/export a fund statement. Being able to add the foundations logo and have it look "pretty". If a fund statement can be created in this manner, so can financials, since it's pulling from GL accounts the same as the fund statement. We should be able to create our own Financial Statement Templates.
4 votes -
Internal Grant Decrease Spendable on Source Fund
Have the ability to decrease the spendable amount on an internal grant for the Source Fund. I've seen references to apply the amount to spendable to the Destination Fund, but I need to decrease the spendable on the Source Fund.
1 vote -
Positive Pay Export
Add the option to include ACH and Electronic Checks in addition to checks in the Positive Pay Export. This would eliminate positive pay exceptions at our banking institution when these types of transactions are presented for payment. Thank you for your consideration.
1 vote -
Positive Pay Export - Add Option to Include ACH and Electronic Checks
It would be helpful to have the option to include ACH and Electronic Checks in the Positive Pay Export. ACH and Electronic Checks that are presented at our bank create exceptions and we manually approve them for payment on our banking website. If we could include these in our Positive Pay Export uploads, these payments would clear without causing exceptions. Thank you for your consideration.
2 votes -
Fund Advisor Invite Email
Please allow the default subject line of the Fund Advisor Invite Email to be customized so that it better suits the needs of each organization. As it stands, every time I send the email, I have to edit the subject line to that it makes sense and matched the verbiage we use with our donors and fundholders.
3 votes -
1 vote
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scholarship liability and expense account
For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.
2 votes -
kbusser@cfrichmond.org
National Change of Address. Database from the US Postal Service that contains all of the address changes that have been submitted. An automated link to this would enable the updating of addresses on profiles.
4 votes -
Journal entry order: keep in entry/import order
Please STOP the system from resorting journal entries by amount. At the very least, have the all the data necessary in custom reports so the data can be sorted in the entry order for review,
When users create journal entries there is usally is a method to the order they are entered but for some reason the system re-sorts the entries by dollar value before posting. This makes it difficut to review the entries and makes them harder to follow if researching them.
4 votes -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
Follow link after login authentication
I get lots of emails from Community Suite when someone includes me on a Note, or creates a Voucher for a fund I'm an approver on. Clicking on the link in those emails involves a 3 step process:
1. Link takes me to the login page for our CS instance.
2. After logging in successfully, I'm taken to our dashboard.
3. But what about that original link? I need to go back to email and click it again, to go to the item in question.It would be great if, like on many other web applications, after login you were…
2 votes -
Only open funds in FUNDS search bar
We used to use the Funds search bar to only search open funds. When we wanted to search all funds, including closed funds, we used the main search bar in the top left of the main screen.
Having open and closed funds in the main Funds search bar takes so much more time and is a hassle to have to sift through more similar fund names. We were required to set up test funds when we started with Foundant that we were not allowed to delete out. Now these test funds continue to show up on the Funds bar when…
4 votes -
Invoices need a credit card payment link/option
For an upcoming event we have sent out numerous invoices for agencies that are paying to have a vendor table. Many of the vendors want to pay by credit card and with some of the uncertainty of the mail, many do not want to mail a check. We need either a portal that we can provide a link so they can pay their invoice online, or if a payment link could be put on the invoice/email that would be even better.
3 votes
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