1118 results found
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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 -
Beneficiaries
Introduce a multi-year commitment to be reflected in the "beneficiary" section.
6 votes -
beneficiaries
Currently entries for beneficiaries is only based on a percentage. Could you consider adjusting this to include dollar amounts as this is what we have been doing in FIMS.
15 votes -
Scholarship Fund Balance
Since we book the full amount of the scholarship up front it would be very helpful to have that reflected in the balance. It is confusing for the donors when they see their available balance but it is not accurate due to the booked scholarships.
6 votes -
Edit list of available Task Types
The drop down list of Task Types does not include all the types of tasks I want to track or assign. I can't seem to find any way to edit this list. I can leave the task type blank, but It would be great if you could either simply type in the task type, or edit the available drop down menu.
2 votes -
Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
Minimum admin fee
It would be nice if the minimum admin fee was charged each interval instead of at the end of the year. For example we charge 1.75% with a yearly minimum of $500. It would be great if we could charge a $125 minimum each quarter.
13 votes -
Fund Statements by account number
Being able to segregate and total fund statements by account number would be great. Having a list of all of their transactions is nice, but our clients are used to being able to look at totals by expense account number.
6 votes -
8 votes
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Omit closed funds from global (top left corner) searchbar
No reason to see them in the search drop downs
7 votes -
Printing Checks In Order of Entry
Instead of printing in alphabetical order, it would be LOVELY to be able to choose how to print them. For us, it would be best to be able to print in the order they were entered.
8 votes -
Trial balance by account number
The trial balance sorts itself by account types. I would prefer that it sorts by account number. This is more of the industry standard and makes it easier to find accounts.
15 votes -
Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 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 -
Payments - Choice of Destination to Principal Balance or Spendable Balance
It would be helpful if we could choose whether a payment (non-gift) goes to the Historical Principal Balance or to the Spendable Balance. Right now the payments do not go to either - they are included in the net income amount until the year is closed to your default equity account. We have instances where we need the ability to do both.
5 votes -
Allow manual entry of City State in address field for profiles
in cases where the zipcode produces the wrong city/state
8 votes -
Grantee Name on grant notification email sent to donor advisor.
Please add Grantee Name when the grant notification is sent to donor advisor. They are unable to tell which grant it is by the grant number.
9 votes -
Void Checks - Description
When voiding a check it would be great to be able to provide the explanation for the void - Lost, amount correction, etc. so that the reason for the void can follow the transaction
25 votes -
Fund Statements: Add Sponsored Org and/or Description display option for Activity Detail
For Fund Statements, it would be great to have the option to show additional detail for grants in the Activity Detail section to include the Sponsored Org and Description.
For Restricted/Designated Funds that we are fiscal agents for, if paying bills for their various utilities, rent, and other vendors, it only shows the grantee name of the organization and does not provide a clear view of what was actually paid.
For Donor Advised Funds, if a donor grants to a single organization multiple times but designates different programs, projects, campaigns, etc... each time they suggest a grant, it would be…
4 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
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