21 results found
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Archive Old Admin Fee Schedules
Please make it possible to archive old and unused admin fee types. This has been proposed many times and it keeps getting closed because it's already been implemented, which is incorrect.
The only way to get rid of an admin fee type is if it's never been applied to a fund or used. This is the error message you get when you try to delete one: This fee type was used in 2 admin fee calculations and cannot be deleted.
A clean list makes it easier to process admin fees and would also help when setting up new funds -…12 votesHello,
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Distribution Rounding
It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.
5 votesHello,
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Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
22 votesHello,
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spendable internal grant gl account edits
For spendable internal grants, have the ability to edit the gl revenue account instead of posting to the default. The gl expense account can be edited, but not the revenue gl account.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Do Not Allow Admin Fee to make a Fund Balance Negative
Admin Fees should not make a fund balance negative. The situation we recently had was that a fund was set for closure, the final grant had been made and the balance was $0. However, the fund had not yet officially been closed in Csuite (we wait for the final check to clear.) Quarterly Admin Fees were posted which included this fund. It then made the fund balance negative. It seems an alert should pop that there are not sufficient balance to cover the fee. .....and yes, ideally we should remove the admin fee type on a fund when it is…
32 votesHello,
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Fund Fee transaction export
After posting fund fees, please allow for an export of the transaction detail. Currently once can only copy the detail and paste into excel in order to then be able to sort and analyze the data for volume of income from different fund types - an important part of my analysis, as I want to see how much partially-endowed funds are providing in comparison to fully endowed & non-endowed funds, as it's the most popular segment but the most active & unpredictable in terms of contributions and granting. Have an export will help immensely.
2 votesHello,
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Distribution Calculation Base Proposal
Bank and Investment Balance (excludes pledges receivable)
Less Grants Payable (dollars already committed & likely held in checking)
Less Spendable Fund Balance (remaining dollars to be spent)I tried to set this up using the "By Account" setting with the Endowment and Default Fund Balance accounts. Belatedly I discovered that the "Default" retained earnings were only included in the 4th quarter of each FY. This is explained in the online documentation Distributions/Set Up Types in the light blue section. Was it there when I set up Distribution Types 2 years ago? Maybe.
We could use the "Total Net Assets" setting…
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Distributions - do not create transactions on $0.00 calculated amounts
We round the distribution calculation the the $1.00 (rounding behavior: Normal). When an amount of.49 cents or less is calculated a transaction posts to the fund for $0.00. I know there is the option to uncheck the distribution calculation in the preview stage but we have over 1,600 funds to comb through and we have many agency funds with minimal fund balances that we keep open upon agency request.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Archive Unused Fund Fee Type
We have consolidated many fund fee types and are no longer using them. Because they have historical data we can not delete them so they still show as options when creating a new fund. It would be nice to have the ability to archive these fee types so that they no longer show up much like you can with profile types.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Admin Fees: choose more than one donation type for an Admin Fee
It would be great to be able to choose more than one donation type to charge an Admin Fee to. I have an Admin Fee for 2.5% on each donation that comes into the fund. But it does not pick up internal donations or stock donations. I had to add two more Admin Fee Types to get this done, rather than being able to choose all three from a drop down list.
24 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Admin Fees: We'd like to be able to add fees as an option to each donation, promise, pledge
Not all donations going to a particular fund have the same fee associated so we aren't able to set an admin fee to the fund. We'd like the ability to set fees on each donation, pledge, or promise we receive.
1 voteYou can create an admin fee for each donation - here is a link to the help article: https://support.foundant.com/hc/en-us/articles/4404665389719-Fund-Fee-Types-and-Calculations. This is not available for a pledge or promise because payment is ultimately charged the fee.
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New Admin Fee Type
Could we have an admin fee type that applies a fixed dollar amount across funds based on their asset size? This would be a mixture of the current fixed fee and asset based fee.
For example, we've added a cyber security fee to help cover rising IT and cyber insurance costs. We would love to set the maximum we receive on that fee type at a certain $ amount (i.e., we want to cover $15k in increased insurance costs), and then have that $15k allocated across funds based on asset size. Right now, we do a fixed fee, but it…
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Batch Process Manual Fees
Could we add more than one fund to a manual fee entry? We frequently have to charge manual fees, and it would be cleaner if this could be all in one manual fee entry with different funds (like journal entries where you can add a fund).
This would help make a cleaner list of admin fees and help us to compare who got a manual fee in which quarters by just clicking on one entry that shows multiple funds (similar to system generated admin fees) vs. a manual fee entry for each fund that received a manual fee. It also…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Admin Fee: Scholarship Application
Ability to charge fees based on # of scholarship applications. There is the ability to charge based on grant but that is payment based, not application based.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Per Award Fee - Start charging after X number of grants, vouchers and scholarships
It would be beneficial to charge funds equitably by having a regular admin basis point fee and a per award charge that would kick in after so many grants, scholarships or vouchers are issued. This would ensure we are charging equitable fees based on administrative effort. Enableing foundations to choose the number of grants, scholarships or vouchers for 'free' before charging additional fees would allow the flexibility based on fund type. Scholarships for instance, if two grants are issued for one award, we may choose not to fee both grant instances but consider them combined for fee purposes. Currently there…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Allow for Bulk Updating of Admin Fee Type
We need the option to bulk update Admin Fee Types. When changing fees on various groups that previously held the same fee code, it becomes very time consuming. Without either the option to multi-select / multi - check boxes or the ability to create a custom report and bulk edit funds for fee purposes, the only method is one fund at a time by either clicking a single box or editing a fund about 500 times.
1 voteHello,
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If you have any questions, issues or concerns please let us know!
Thank you
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Fund Fee Types
It would be nice to be able to have a fund fee type of 2% of each donation received or $300 minimum annually. Right now if you select % per donation it will not give you an option of a minimum fee.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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admin fees
We need the flexibility in the fee structure to access a fee per account versus the total of all fund assets. We have donors who allocate their funds between a cash account, pooled account and/or invested accounts. We have a different fee structure for each of these GL numbers. It would be helpful to be able to add that dimension to the fund structure. Thanks!
1 voteWithin a fund fee type, there is an option on the left side menu to exclude accounts. You could create an admin and exclude the other bank/investment accounts.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Admin Fee Custom Date Range
We would like to be able to put in a custom date range(or end date) to calculate an admin fee on a fund. We do Fiscal Sponsorships and Special Projects that don't always end perfectly within a quarter range. Right now it assumes the last average daily balance through the end of the quarter which over states the fees. You have to manually calculate the fee if it closes mid quarter.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?
Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).
15 votesHello,
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