679 results found
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Batch Payment Date
The ability to batch add a payment date similar to the batch add grant date feature that is already available. Oftentimes, we have grantees who fail to sign their grant agreement before the payment date we set, and the books close before they sign, resulting in many grants that we have to update one by one. When multiple funds are attached to the grant, it can get tedious.
1 vote -
Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
1 vote -
Fund Statements: default fund stmt template
Make it easier to change the default fund statement format, like make it doable on the Fund Statement format page rather than selecting the default format edit it, save it and then go edit another format to make it the default.
Another option would be that if a default is not selected that when you create fund statements, you could select which format you would like to use.1 vote -
Tax Receipt Template
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
1 vote -
Grant reporting - add deceased fund advisors and still be able to still see all grants made from a fund
When creating a grant report to see all grants made from DAFs, but to exclude deceased fund advisors, we learned that when we added that filter, it removed grants from the report. Chat support said the issue is the "Advisor Deceased" filter, if we remove this filter it will then give us all of the grants. The filter applies to grant advisors, and so it excludes any grant that doesn't have a grant advisor.
1 vote -
Bequests
There should be a clear and simple process to log a bequest intention or future planned gift so that you can keep track and monitor your planned giving pipeline. I tried to do it as a Promise, but you need to have the date of first payment and that has obvious issue.
1 voteHow about an Opportunity? You can attach both a profile and fund. You can create a Bequest Opportunity type with stages that match your process. Opportunity types can be created in the left side menu of an Opportunity. Once created, you can create stages. We have many clients that track bequests this way. Would that work?
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remove grants in "New Bucket" from Grants Dashboard
I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.
1 vote -
spacing campaign html
If you adjust the spacing in one of the text fields of a campaign using html, it messes up the tax receipt to show the html coding. please fix it.
1 vote -
Archive Campaign
It would be helpful to be able to archive a campaign from the actual campaign page. When doing it from a campaign list, there are multiple steps that seem unnecessary.
1 vote -
Payment description; include in related transactions
When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.
1 vote -
Export Gifts from Donor Profile
Be able to export all gifts made by a profile directly from their donor designation. Similar to how gifts to a fund can be exported.
1 vote -
Donation Tax Receipt Numberical Format using a consistent numbering system.
Donation Tax Receipt Numberical Format using a consistent numbering system. This is a requirement and should be considered.
1 vote -
Fund Statement Sort
I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.
Ideally - regardless of Publish date:
CY2023
Q4
Dec
Nov
Oct
Q3
Sept
Aug
July
Q2
June
May
Apr
Q1
Mar…1 vote -
Ability to change fund template to advanced
Since the ability to archive templates isn't an option, it would be helpful if you could change a template to Advanced.
1 vote -
Historical reconciliations for closed accounts
Historical reconciliations currently aren't available for closed accounts. I have to reopen the account in order to download the reconciliations. It would be nice if there were history reports for closed account reconciliations.
1 vote -
unposted checks - display on ap table
it would be nice to see which checking account the unposted checks that are listed on the accounts payable listing.
1 vote -
Donation Portal Tribute Area Title
The "Person being remembered/honored" title needs to be addressed. It splits the word "honored" into two lines. If there were a space after the / or if the text box this title is in were a bit larger, then that word might not split into two lines.
1 vote -
non-promoted displaying in search bar of donation portal
Funds that are not being promoted (internal funds) are showing up in the search bar of the donation portal and allowing donors to give to these funds and causing confusion.
1 voteThis is operating as designed. A Donor can search for any funds that are not marked private. If you do not want them to be included in the search results, edit the fund and click on the box marked private.
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Manual Ticket Receipts
I want to be able to send event ticket receipts in bulk if the donations are manually entered. The option to download/print/email the ticket receipt as a pdf could be useful.
When filtering to a Donation Campaign Custom Report, we have the option to print Yearly Tax Receipts, the option to print Event/Campaign specific receipts from the left-hand menu would be AWESOME!
Thank you!
1 vote -
New Admin Fee Type
Could we have an admin fee type that applies a fixed dollar amount across funds based on their asset size? This would be a mixture of the current fixed fee and asset based fee.
For example, we've added a cyber security fee to help cover rising IT and cyber insurance costs. We would love to set the maximum we receive on that fee type at a certain $ amount (i.e., we want to cover $15k in increased insurance costs), and then have that $15k allocated across funds based on asset size. Right now, we do a fixed fee, but it…
1 vote
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