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1424 results found

  1. Make spendables a field in both the Fund Summary dashboard and the custom reports

    We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.

    It would be a dashboard we can frequently review.

    However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.

    Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.

    Nice to have would be the grantee names/dates/amounts.

    The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…

    17 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  2. Navigation - Add Save option to left side menu

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    53 votes

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    Under Consideration  ·  2 comments  ·  System Data  ·  Admin →
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  3. Impact Investing: revenue share

    Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    19 votes

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    Under Consideration  ·  0 comments  ·  Invoices/Loans/Accounts Receivable  ·  Admin →
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  4. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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