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14 results found

  1. Balance Swap Account Filter shows closed accounts

    In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.

    16 votes

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  2. Internal transfers

    Processing internal transfers should require an "approval" similar to the approval process for grants, vouchers and journal entries.

    2 votes

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  3. account page

    Currently when you look at a specific account you see what I would call the "profile" of the account. The description, account type, Statement account, etc. You have to scroll to the bottom to find balance information and what funds make up that account balance. I would love to be able to see the balances listed higher on the page so that information is right there when you click on the account.

    All of the information is on the left hand side of the page and you have all this room on the right side of the page that is…

    2 votes

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  4. 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

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  5. Ability to Archive Investment Strategies

    When reviewing the investment strategies there is no ability to mark them as inactive or archive the ones that are no longer needed or necessary. When looking at the funds assigned to the Investment Strategy there is nothing to tell you that a fund assigned to an investment strategy is closed unless you click into the fund. It would be nice if the investment strategies could be marked as inactive or archive. In addition to showing that the fund in the list when looking at the details of the investment strategy are closed.

    2 votes

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  6. 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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  7. accounts

    It would be very helpful if we could filter accounts when in the Accounts view. For example, I would like to be able to go to the accounts view, click on my Admin Fees account and then filter by fund type.

    2 votes

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  8. account open

    Please add Account Open Date in addition to Account Closed Date in the custom reports area. This is a common question on our audit. Thank you!!!

    8 votes

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  9. Account quick transfers - recommend choosing child account

    For quick transfers from the fund profile. you can only initiate the transfer from the parent account, so it would be helpful to have a prompt asking you if you would like to switch the transfer to be from the child account instead of the parent account. This would resolve a lot of headaches from accidentally posting to the parent account instead of child account.

    3 votes

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  10. Balance Swap Amounts

    It would be great if the amounts were clickable and highlights in blue like the amounts are on all financials so that we can see what things are making up that particular amount per each fund. Currently I have to dig through transactions to see what amounts equal the balance swap in order to make sure they are correct and mistakes weren't made by our team, which has happened quite frequently.

    9 votes

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  11. Sub Account Roll-Up for Reconcilitation

    It would be great if an option for sub-account balance roll up for main accounts that are reconciled. For instance, we have a current portion of a loan and when reconciling the loan in bank reconcile area, the current portion subaccount balance doesn't roll up into the total of the main account.

    3 votes

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  12. use cash management for specific amounts

    We have requests from fundholders to move specific amounts of money to different investments - sometimes the investment strategy doesn't achieve these amounts - it would be awesome if we could use cash balancing and balance swap to move specific amounts and then have the offsetting entry in the Z-fund. Currently we have to move the money at the fund level and really move the money - its so nice to be able to take care of the money movement IRL later.

    3 votes

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  13. Enable Custom Account Types

    The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.

    31 votes

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  14. Export account transfer history to Excel

    Would be very helpful to be able to export account transfer and balance swap history to Excel. Currently can only Print Page, then save as a PDF, then export from the PDF to Excel. Very long way around a simple scenario.

    6 votes

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