59 results found
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Vouchers: more voucher copy options
Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.
31 votes -
Date Order
It would be nice if all reports with a date on them would be listed from most recent to oldest. I realize this isn't a "top priority" item, but it is just annoying to have to scroll through data (i.e. vouchers, donations, etc.) to get to the most recent transactions. Allowing a sort option in the headers would fix the issue. Thanks
20 votesHello,
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Check Approval Email
Having a direct link in the check approval email like we do in the voucher approval email would help take out several navigation steps.
17 votesHello,
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Default Settings
It would be AMAZING to be able to set a default account for vouchers, etc. All vouchers are paid out of our checking account and always will be :)
14 votes -
Putting Voucher on hold
There should be a way to put voucher on hold the way you can put grants on hold
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advisor Portal - Add Gift and Grant Totals
It would good for Donor-Advisors to be able to see totals for Gifts, Grants, and Vouchers listed beneath the Current Balance amount on the fund page in the Donor Portal.
9 votes -
voucher hold
It would be nice to be able to place a voucher on hold similar to the grants area. I've had a few instances where I am waiting for an account to be funded but vendors submit their invoices to me anyway. Currently I have to wait to until the Fund has money in it to enter these vouchers, but would still like the vouchers to linger and not get accidentally pushed through by another team member if they sit in the new bucket. So I keep them flagged in my email inbox.
8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Return to Vouchers After Creating a Check
There should be an option to return to the Vouchers page after your create a check (whether electronic or into a check batch) instead of having to click back to home and navigate back to the bucket you were working from.
8 votesHello,
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bi-weekly option for recurring vouchers
Add bi-weekly as a recurring option for recurring vouchers. We have several automatic payments that are entered as electronic checks that occur bi-weekly related to our bi-weekly payroll. Vouchers for payroll taxes, retirement contributions, etc.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Due Date/Payment Date
I enter all of our grants into CSuite, and our VP of Finance cuts the checks. When I enter grants, I always enter the payment date.
When of VP of Finance foes to Vouchers > Posted, when he looks at the grants I've entered, he can't see the payment date, and the due date is blank. So, it's unclear to him which date the grants should be paid. We would like a way for me to enter Due Date or Payment Date on a grant either at the grant entry point or the create voucher process from Grants to Voucher…
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Sorting Vendor History
The ability to sort vendor history by various fields, or at least to filter transactions. Date order could be chosen from oldest to newest or newest to oldest. Sorting by amount is helpful when doing vendor research. Sorting by voucher vs. credit memo, etc.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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It would be helpful to be able to view if after creating an AP voucher, you have actually attached a voucher or supporting document.
It would be very helpful to be able to view if a voucher has an attachment, i.e. an invoice or supporting document). Sometimes we process many vouchers and trying to make sure you have attached a document can be time consuming. This is especially true when you use the import method of uploading many vouchers. I can imagine this is helpful to the person creating the vouchers, but also to the reviewers. Thanks.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Total Vouchers to History link on Fund
We would appreciate the total vouchers being listed on the History link of the Fund along with the Grants and Donations. Instead of running a separate report for Vouchers, this would allow us to see a full snapshot of the fund. Vouchers are an important part of many funds and Fund History should show the full picture.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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ACH NACHA file needs to pull in Ref Number so that the vendor knows what we are paying.
It currently is pulling through in the Addenda Indicator field the batch ID # (which means nothing to us or the vendor), it should be the invoice number that I am processing. Please update this.
From: Marie Shores marie.shores@foundant.com
Sent: Thursday, June 29, 2023 9:42 AM
To: Michele L. Tarlton McKinney mmckinney@yccf.org; Holly Spitz holly.spitz@Foundant.com
Cc: Success success@foundant.com
Subject: RE: NACHA information FW: Foundant Technologies - Conversation with Michele MckinneyHi Michele,
That’s great you were able to resolve the formatting issue.
For the Addenda, I escalated that & found out some additional information. Apparently, the options on the…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Combining Checks per Vendor into 1 Grant Check or keep them separate for same checkrun
At today's check processing I had 2 vendors that had multiple grant vouchers/checks to process. 1 vendor needed their 2 grant vouchers combined into 1 check while the other vendor didn't need their grant vouchers combined into 1 check. Can't Foundant place a check box at the end of the Voucher ID rows at the Pay Vouchers screen for combining instead of "One Check Per Vendor?". I had to do 2 checkruns to ensure I had 2 separate checks for 1 of the vendors. Completing 1 checkrun for all checks is much more efficient, especially when producing the grant letters…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fund on voucher
Please add the ability to edit the Fund on a voucher.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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INSTALLMENT
Another bucket or a way to "hide" installment grants that are not due yet. Currently they sit in the voucher stage and make it difficult to determine which grants should actually be paid versus ones that aren't due to paid until the next installment date
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Voucher Navigation within Profiles
When in Profiles/Vendor/Vouchers, after reviewing an individual voucher, you should be navigating back to the list in the Voucher tab, but it defaults back to the Details tab. Can this be fixed to stay within the Voucher tab so you can open another voucher?
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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voucher approval by dollar amount
It would be nice to be able to set voucher approvals by dollar amount, not by percentage. Approval levels within the organization are often set by how much the voucher is for, being able to align the system functionality with our process would be so much easier.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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PAY Address needs to be used when cutting check not hold address from when voucher created.
Shouldn't the check creation date trump the voucher creation date with regard to which address to pull?
Chat response:
The check takes the address provided on the voucher. If you update the check with the correct pay address, that will show when you go to print the check. This is how it is designed. This would be a great suggestion to add to the Idea Lab (http://idealab.foundant.com/) if you would like that to function differently.5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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