1110 results found
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Include Fund name/short name on Pay vouchers screen
Please include the Fund name/short name on the Pay Vouchers screen. I want to double check that the correct amount is being distributed from the correct fund when paying multiple amounts from multiple funds to the same recipient.
We have multiple people enter the vouchers/grants and the person approving them doesn't always check the attached/uploaded files to make sure the amount is distributing from the correct fund.
When I write the check, I need confidence that the correct amount is being distributed from the correct fund. I have the supporting documentation printed and in front of me when writing checks.
3 votes -
Rolling Up Sub-Funds for Fund Statements without Rolling the Financials
Please add an option in the Fund Statement Format to roll up subfunds into a master fund statement without rolling the financials together.
Many fund holders would still like a breakdown for each of their funds but don't want to look at a bunch of separate statements, instead, it would be great if it all lived in a single PDF/document.
I could see this working similarly to how financials views work in fund statements, if not adding on an additional foreach that allows each sub-fund to generate its own group.
3 votes -
Recurring Spendable Grant
It would be nice if when opening a new fund you could go ahead and create the spendable balance as a recurring annual grant. We don't have just one specific fund group where all the beneficiaries automatically receive the spendable amount. If not possible, is there a way to pull a report of just the funds that are to automatically generate the spendable grant once a year?
3 votes -
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.
3 votes -
Credit memos - show invoice allocation
On credit memo records, it would be helpful to have a link to the invoice that the credit was applied to. If you look on the original invoice record, there is a "Payments Applied" section that links to the credit memo. But the reverse is not true--if you're looking at the credit memo record, there is no way to tell which invoice it was applied to.
3 votes -
Batch Voucher Total in Grants Area
It would be great if there were a total when batch creating vouchers in the grants area. There are totals in each area of of the process such as posting, and approving, but not during the batch voucher.
3 votes -
Donor name on reports
When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.
3 votes -
Add "Grant Request Advisor Name" field to Grant and Grant Status custom reports
The "Grant Request Advisor Name" field only exists on the grant request record and in the Grant Request custom report. We would like to see this field available in other reports such as the Grant Report or Grant Status custom report so that we can pull that into grant reports. Is that a possibility?
3 votes -
Donor Portal
Allow Donor Portal users to be able to separate subfunds from the main fund to view financials.
3 votes -
Giving Hub Campaign - Add Location to Top of Event Under Start Time
On the individual campaign event page (event?eventdateid=xxxx), you show the event name, date and start time. Then there is a rather large blank space before you see the campaign details. Is there a way to move up the Location information -- maybe just the street address -- to that blank space?
Or is there any way to compress that space if there is no image added for the event?
3 votes -
Endowed Fund flag on tax receipt
Please add the boolean "endowed" variable to the template fields list. In Illinois starting 1/1/25, gifts to endowed funds qualify for a 25% tax credit. On our receipt letters we'd like to be able to automatically flag the donations that will qualify. Thank you.
3 votes -
bulk complete task
From the task list, please add an option be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.
3 votes -
Allow option to update/not update synced profile fields between GLM and CSuite
Currently, when a profile is linked from GLM to CSuite, existing CSuite data is overwritten with GLM data if it differs. Since CSuite is our database of record, and since applicants often misspell, type all caps, put their home addresses instead of org address, use abbreviations, etc., we often find that bad data has replaced the good in CSuite. It would be nice to have either: 1. a checkbox option that offers a choice to update a profile at the time the GLM and Csuite profiles are linked; 2. a global setting to allow or not allow updates to flow…
3 votes -
Check Detail Attachment
We use the "Detail Attachment" to send to grantees with checks that have 5 or more grants, but it could be even easier! Please add the following 2 things:
Our name! Our foundation's name isn't anywhere on this attachment, so I have to add it manually to the pdf.
The check number
If this attachment gets separated from the check - and let's be honest, that can easily happen - the grantee needs to know who this is coming from and the check number for accounting purposes.
3 votes -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
3 votes -
Vouchers and Prepaids
Is there a way to enter a voucher for an annual subscription where it automatically records the prepaid and corresponding monthly subscription expense in each following month? Or can the prepaid only be spent down through journal entries? I think it would be very helpful to have the option to enter the prepaid voucher with corresponding monthly spend down at the initial input.
3 votesOnce the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.
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Living Member Donations for an Inactive Household
Looking to see if this can be a possibility in the future. For INACTIVE household donations, made inactive due to one member of the household having died, to be absorbed by the living members profile. This would make it so the household itself would no longer have to be linked to that individual. Also when that individual logs into the portal, they could see their past household donations included in with their individual donations, if there are any.
3 votes -
Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)
The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts…
3 votes -
add photos
We now allow users to edit their own information. Our records allow photos to be included for each user. So when the user clicks on "Personal Information" -> "Edit Information", can we allow them to add (or change) a photo?
- It's unclear to me how the photos in the profiles are used. I don't see where they show up.
- They should show up at least when you are viewing the profile. But other photo uses are possible including when you are listing the advisors/managers of funds, photos are worth a thousand words.3 votes -
Bulk delete grants...please!
We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?
3 votes
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