Public Securities Sort
Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes it hard for the donor and their CPA to compare what they sent with what we received. Please consider adding a sort option (either alpha sort by ticker symbol or allow sorting by all columns) to the public security area within individual donations. Thank you for considering!
Jessica Renfro
shared this idea
9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter the quantity, sale amount, and fee amount. Transactions have will now Ref public_security id.
Profile Payment: Added Public Securities as a payment method in Payments. This will allow users to add multi-fund donations. From Payments, users will enter date, fund, and public security. Users will be prompted to the Add Securities table, import is available from left hand menu. After Securities are added the users can then apply amounts through donation, invoice, or tickets.
Custom Report: Added a Public Securities Sales custom report. This will allow users to populate a report with cost basis, gain loss, net deposit amount, post date pssh id, pub sec id, ref, ref id, sale amount, sale date, sale days, sale fees, sale qty, sale unit price, ticker symbol, security description, trans id, and unit cost. This report also includes all profile, account, admin fee, distribution and fund fields.
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Shana South
commented
Also - the order I enter the securities is not the order on the screen to review. It makes it a lot more difficult and time consuming to review entry.
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acarter
commented
PLEASE consider as this makes looking for something on the Public Security screen very time consuming.
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Christine Stammer
commented
Yes! there is no rhyme or reason to how the public securities screen is sorted.
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Anne Wolf
commented
On the Public Security Sale screen, please allow sorting by name or symbol, or list alphabetically by one or the other.