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1118 results found

  1. Freeze Profile and/or Fund Name at the top of the page

    when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.

    148 votes

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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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  2. board portal

    Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.

    30 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Commas should be in ALL numbers

    There are many posts about commas being included on reports and various fields but there are still many areas where commas are still not appearing in numbers....VOUCHERS being one of them. We are working with very large numbers at the end of month. It is difficult to be sure you have entered something correctly when there are not commas in the field. See the attached screenshot of the field where the number should be 13,767,068.59 but appears as 13767068.59. This should be a systemwide standard that there are ALWAYS commas in numbers. we should not have to keep pointing out…

    14 votes

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    1 comment  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Change Fund Group at a Point in Time

    For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.

    Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.

    68 votes

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    4 comments  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Recurring Donation - give donors option to end or change amount on portal

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    18 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Separate the closing of the last period of the year from the closing of the year

    Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.

    Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.

    The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…

    17 votes

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    3 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Would like ability to change Fund Advisor to NOT primary

    Currently, once a fund advisor is made Primary, it's not possible to de-select them as primary. Seems like this could be a check box like the other Permissions, rather than a button.

    16 votes

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    2 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  8. annualized budget percentage on income statement

    On the Income Statement budget format, the variance amount and percentage only shows the variance stated in proportion to the current month. My board and I would prefer to see this amount as a percentage of the annualized rather than month to month budget. Can you please add an option for this such as a "budget ann" or "budget ytd"? Selecting the option "this year" will give me the annualized amounts, but there is no way to change the effective date and retain that format as it reverts back to the month over month.

    64 votes

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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Font issues

    The new font is still ******* the eyes when you are in CS for hours a day. The color is okay, but the font itself is hard to look at. And the font used for numbers should be updated to have the same size field for each digit. It is deceiving to look at a list of numbers and not see which one is the largest because all the numbers are not the same size.

    41 votes

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    2 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Color code outward facing fields

    In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    41 votes

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    0 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Add Details under Recurring Grants on Donor Portal

    On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.

    25 votes

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    2 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Fund Advisor Portal - Grant amount on 'Home' vs 'Grants' tab

    The 'Total Grants' amount on the Home tab differs from the total of the grants show on the 'Grants' tab because the 'Grants' tab includes scholarships and the home tab 'Total Grants' does not. Would like to see those amounts match for the Fund Advisors

    11 votes

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    1 comment  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Warning message if revenue share will push a fund underwater.

    If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.

    12 votes

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    0 comments  ·  Revenue Share  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Include Custom Fields in "Add Financial Filter".

    Please add Custom Fields to the list of filters available for
    Financial reporting. We maintain custom fields on funds.

    8 votes

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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    "Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.

    (Same with Word and Excel files in GLM/SLM. Will post idea there too)

    29 votes

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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    11 votes

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    2 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Refunds post to spendable option

    Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.

    27 votes

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    0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Partial Quantity in Invoices

    We would like to see the ability to enter partial quantities into Invoices - for example, currently you only allow whole numbers in the 'Quanity' field, however we have a client we bill hourly and we use partial hours (i.e. 1.5 hours, 1.25 hours, etc). Since we are unable to use the 'Quanity' field, we are also unable to use the 'Unit Price' field appropriately.

    8 votes

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    1 comment  ·  Invoices/Customers/Accounts Receivable  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Add ability to link Opportunity to a Profile that served as a referral

    We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.

    17 votes

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    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Custom Fields on Scholarship Record - NOT just on Scholarship Award

    We need to report on scholarship info such as target high school, field of interest, selection committee, etc. so can share with counselors, etc. Could do that with custom fields. The only scholarship custom fields are currently tied to the award, not the scholarship itself. Can't use fund custom fields because some funds have multiple scholarships. Currently managing all this in Excel.

    8 votes

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    2 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →
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