1126 results found
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University/College in student profiles
It would save an enormous amount of time if we did not have to input the school for each individual payment when setting up a student. If there could be an option to select the school and apply that change to all remaining payments that would be incredible! It's extremely time consuming to have to do each payment by hand.
17 votes -
sell ticket
Add a field for additional donation when selling tickets, similar to purchasing tickets online.
10 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 -
duplicate and recurring donations
Would be great if we could duplicate donations the way you can duplicate/copy vouchers.
We have some donors that give the same amount every time (but not recurring).
It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.
43 votesDonations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Deposit date - other payments
When adding donations paid by "other payment" (but not Stripe), the system automatically deposits them on the creation date after reconciling. Given 99% of our donations are manually added in the system after the deposit date, that means we have to click on the deposit ID for each donation, unpost, edit and repost.
13 votes -
Filter in financials for accounts
A filter in the financials to select specific accounts would be really nice. Also being able to get totals by the accounts you select would be helpful. Right now you can run this filter in GL but have to export to get what we want.
11 votes -
Email Notification to Fund Advisors
Currently, when a donation is entered and saved, an email is sent out to any Fund Advisor receiving donation notifications. I think it would be better if this notification was sent out when the donation was Posted. This way, someone has had a chance to look over the donation and verify everything before the Fund Advisor receives an email.
39 votes -
Charity Check Once a Day per Grantee
Since there is a limit on charity checks in Guidestar, it would be helpful to be able to run a charity check just once a day for a grantee if we are entering multiple grants to the same grantee instead of running it on each individual grant.
3 votes -
Sorting in Community Donor Online Portal
One of our fundholders suggested this to me, and I thought it was a great idea. On the Community Donor Online Portal, when fundholders are looking at their Donation and Grantmaking history, it would be useful to be able to sort by Grantee, Amount, Donor name, etc. The ability to export here also seems helpful for fundholders.
17 votes -
Be able to control the order of Campaigns
Currently the Campaigns are listed alphabetically. We are getting more and more in the list and so active ones are buried deep and hard to find. It would be good if we could order them (or just "Promote" the active ones to the top of the list).
16 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 -
Changes to transactions
Currently transactions cannot be edited at all if they have been reconciled to a bank statement. The system should allow you to make changes to the fund(s) a transaction touches, description fields, perhaps even date, even if it's already reconciled, presuming the dollar amount does not change.
20 votes -
address
Recently there was an change made where the system now requires an address and zip code when entering a gift. There are times when we don't have the address, only email address, so with this requirement, I am forced to enter incorrect/"fake" information, which then shows on the receipt emailed to them. Please consider removing this requirement.
11 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 -
grant funded by multiple funds
We many times have grants that are funded by one or more funds. It would be great to have the functionality where each fund source shows up as a grant instead of an an interfund grant.
10 votes -
Profile Filter List should be alphabetical
When adding a filter for profiles, the very long list is not alphabetical. Thus it is hard to search. It would be a lot easier if the list was alphabetical. It is below:
Deceased
Deceased Date
Sex
Type
Profile Type
Profile Fund Category
Profile Is
In Household
Grant Type Interest
Service Area
Donated to Fund
Donated to Fund Group
Donation Amount
Donation Date
Donor Amount
Granted from Fund
Granted from Group
Grant Amount
Grant Date
Grantee Amount
Grant Cycle Donation
Grant Cycle Grant
Grant Cycle Request
Scholarship from Fund
Scholarship from Group
Scholarship Amount
Scholarship Date
Student Amount
Invited to…39 votes -
Totals when building vouchers
It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.
31 votesA total was added to the voucher entry screen with the enhancement released on 10/5/2022 allowing a User to create an allocation table. The total will update as each detail line is added.
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Fund Balance Report
Can you add the date a fund was created to the Fund Balance report? We use this information to determine when the waiting period is up for endowed funds spendable calculation (currently is a 3 year waiting period). Thanks for your vote!!!
17 votes -
Record of transactions
When a transaction gift, grant or any other transaction is deleted the trail should be shown. Should be able to see the original transaction and then the deletion or change. This is very important for the audit trail!!! And For reconcilliations.
22 votes -
email log for profiles
I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.
Thanks!
Missy Belles19 votes
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