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42 results found

  1. Bulk checkmark Yes as "share" in attachments of fund

    When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  2. 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.

    97 votes

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    10 comments  ·  Funds  ·  Admin →
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