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1246 results found

  1. grant catalog - option to save application & file notification

    It would be really helpful if the grant catalog
    1) allowed for applicants who are submitting funding requests to the grant catalog the ability to save their application
    2) had some sort of notification/confirmation that the documents submitted were actually uploaded. Currently the files aren't even visible in the review before submission. Many organizations have uploaded the file several times because it's unclear.

    2 votes

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  2. Checks to Vendors

    It would be great to be able to print checks as one per vendor and individual invoices in the same check run. We have scholarship checks to the university that we want to run separately for each student and then vendor checks that we only need one check for the vendor. Maybe this could be a setting on the vendor/grantee profile?

    2 votes

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  3. Add vendor account number to voucher memo

    It would be nice to have the account number added to the vendor profile to automatically fill in the check memo line in vouchers with the ability to change it if needed.

    2 votes

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  4. Add Grant Beneficiary field to custom reports

    Add Grant Beneficiary and check memo fields to grant or grant payment custom report.

    2 votes

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  5. Application Preview in GLM

    It would be helpful if the option to Preview grant applications was more obviously just a preview. Once you click preview, the application looks live (with the exception of no save/submit buttons at the bottom). Could there be watermarks (like in the sandbox)? Or extra alerts at top/bottom that remind the applicant this is a preview screen, to apply, they must go back and click the blue Apply button?

    2 votes

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  6. memo field for checks

    The idea was implemented for "ACH : add memo line in vouchers" only partially. I need the ability to create the memo line in the Grant function prior to creating the payment. I can do this for the Voucher but not the grants. If I unpost in the Voucher AP function a grant, then it takes me to the Grant function which doesn't have the memo field option.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Grant Dashboard

    Grant dashboard includes Denied Grants. Denied Grants are not Grants. Please correct this.

    2 votes

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  8. Widgets on Home Page

    Live-updating "widgets" on the CSuite home page that can show info about chosen funds, campaigns, or profiles. There is a lot of wasted open space on the home page, and it would save a lot of clicking if we could select certain pieces of information to be surfaced automatically like this when we open CSuite. I imagine a button on each profile/campaign/fund page like "add to home page" that would then add the corresponding widget. A fund widget could show the balance and the last two transactions, for example. A campaign widget could show tickets sold for an event.

    PS:…

    2 votes

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  9. Interfund Grouping

    Could we have a new grouping within the accounts structure (like assets/liabilities/equity) for interfunds that allows the account to maintain its features as a revenue/expense/asset/liability but also would allow them to be grouped together to quickly see they net to $0 and eliminate them from financial activity?

    2 votes

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  10. Lump Payments

    Could we add a feature to loans where we can record a lump principal payment? Right now, you have to manually go and delete any future payments and then add a new line in the payment schedule for the lump principal payment. It's super time consuming and manual the way it currently is set up, especially if it's a loan with a lot of payments. Additionally, it removes the historical data of when the loan was originally going to be paid, interest totals etc.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Loans  ·  Admin →
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  11. soft credit - custom reports

    The soft credit report should show the name of the donor, plus the name you linked under soft credit.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  12. Unused Check Numbers

    There should be a way to delete a check number recorded as unused in error.

    2 votes

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  13. Integrated Mapping Capabilities

    I’m interested in a mapping tool that can address verify (like address validation on Google) and where applicants can put in the project location start and end points. Our program funds street projects so we need valid addresses for start and end points, that could be placed on a map with x/y or lat/long coordinates automatically, rather than general areas/intersections, where as of now these have to individually and manually be changed to a map-able format for each location. Also, I’m interested in a mapping tool that can confirm if the verified addresses are located within the City (like a…

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. annette@icfoundation.us

    Foundant should add all donations net of fees to the principal balance vs. the gross donation since the fees are never deposited into the fund. Adding the gross amount overstates the principal amount.

    2 votes

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    0 comments  ·  Funds  ·  Admin →
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  15. add donation advisor in donation notify email

    It would be helpful to our fund advisors if "Donor Advisor" were also a field on the system email Donationnotifyemail_body. Ultimately, it would be most helpful if we could customize these emails with additional donation fields that are needed instead of only being able to use the default fields that are there.

    2 votes

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  16. Default donation

    Default Donation Entry - When year-end campaign checks pour in, it would be very helpful to be able to save donation settings temporarily while processing a pile of checks that all go to the same fund, to the spendable portion, and are attributed to the same campaign. This is a huge savings in time and is a feature of other fundraising software systems.

    2 votes

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  17. donation entry - increase size of clickable area for spendable

    Make clickable area BIGGER - when entering a pile of spendable donations, it slows down the process to have a tiny circle that needs precision-clicking to check "spendable".

    2 votes

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  18. drahn@cfnem.org

    Why is there not a column for duplicate addresses in the duplicate tab so that it is possible to merge them that way?

    2 votes

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    0 comments  ·  Profiles  ·  Admin →
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  19. FA Portal - ability to see voucher description

    Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.

    2 votes

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  20. Tab permissions on fund advisors ALL or NONE

    It would be awesome to be able to select [ALL] or [NONE] when adding the funds to a fund advisor portal. This is available in the Affiliate setup (see image "Capture1"). I currently have to check each very small box to turn tabs on and off for each fund (See image "Capture2". Many of our 300+ affiliates have 10-20 funds and fund advisors come and go every day.

    2 votes

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