41 results found
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log
We need the ability to see the details of voucher creation (who created and when). This currently is not in the log for grant vouchers and it is important for us to know who created the voucher and when to be able to prove to our auditors that we are following our internal controls.
5 votes -
Voucher Request tab in Donor Portal
Would like to see a Voucher Request tab in the Donor Portal, just like the Grant Request but for processing payments for reimbursements, program expenses, fundraising events, etc. All items that would not be classified as a grant. We have numerous donors running events and a Voucher Request tab would be extremely helpful in getting these non grant disbursements paid.
4 votes -
sort columns
It would be fantastic to be able to sort columns in the vouchers section for easier reviewing.
11 votes -
1099
There are some vendors that receive payment through a grant as well as those created as a voucher. Both types of payments need to be included in the 1099 to the individual.
15 votes -
Sorting
I see many requests asking for the ability to sort various lists. I'm putting them all here in this request... I think any page that has a list of anything, including but not limited to: vouchers, checks, donations, balance swaps, should be able to be sorted by the various columns. Please give us this functionality, as the lists often times appear to have no particular sort logic .
4 votes -
Breakdown of Voucher Permissions
We require all invoices (payments) to be approved by a supervisor, before they can be paid out. Unfortunately, with how permissions currently work, we cannot delineate permissions for voucher approvals between grants/payments. As such, when we pay invoices, we've had to resort back to paper requests for signing authority.
It would be helpful to have an additional approval step when paying invoices, that could bump it for approval separate from our finance team/whomever approves vouchers regularly.
3 votes -
Checkbox option/batch for checkrun (vouchers and grants)
It would be great to have a checkbox option for when you print checks from check run so that you can batch together vouchers or grants and run those separately, rather than having everything print in alphabetical order and having to sort it out later.
3 votes -
Bulk posting: Electronic Checks & Changing from Check to Electronic
Currently you need to individually select all vouchers that are paid via electronic payment rather than check. If there was a 'select all' button that would make this much less tedious. Similarly, when posting an electronic payment, there should be an option to 'post all electronic payments' rather than individually selecting each one.
2 votes -
Custom Report Fields
We would like to see expense account (GL) codes from the vouchers as an item in the custom reporting. This would be helpful when we do our admin checks for voucher entry reviews.
4 votes -
group vouchers by vendor
Group Vouchers by Vendor/Fund. I know you can group the vouchers on to one check once the Vouchers are posted but it would be nice if when importing vouchers it automatically grouped vouchers by vendor and fund into one voucher.
2 votes -
Advisor Portal: Other fund activity display
On the "Other" tab in the advisor portal, it would be more useful for the Vouchers/Invoices detail to be at the top of the page, above the Vendor summary data. For funds with a lot of non-grant payments, it's more important to see recent activity than summary data. In fact, I think summary data is of limited use all together. Alternately, a navigation link to jump down to recent activity could also help.
5 votes -
Donation permissions: Enhance permissions to separate post from unpost
We noted that unposting of donations is not a permission item, even though unposting of vouchers and unposting of invoices is a permission item. Currently, the individual who wants to unpost something has to have ‘posting’ status, which is not ideal.
4 votes -
add or change the shortcuts on the ribbon bar for easy access
The default shortcut on the ribbon bar at the top of the page should include profiles and vouchers.
2 votes -
Bulk Post Vouchers
Option to bulk post vouchers so that you don't have to individually click each one and post, then return to the list.
6 votes -
Paying vouchers from multiple funds
It would be nice to create vouchers from multiple funds. I realize you can pay vouchers from multiple checks on one fund, but we pay bills out of more than one fund at times, so we have to create two different vouchers for the same invoices. Thanks
14 votes -
Description box for account numbers
When entering an account number you do not see the entire account number and description because the size of the box is too small. Especially true with vouchers.
2 votes -
Totals when building vouchers
It would be great to see a running total as you're building a multi-line voucher. As it is, you don't see the total until you hit save and are in to the posting screen. If you've made a mistake, you have to go back to fix it.
31 votesA total was added to the voucher entry screen with the enhancement released on 10/5/2022 allowing a User to create an allocation table. The total will update as each detail line is added.
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1099 Indicator Check Box
We often have folks who work as independent contractors in the community and may also be getting receiving a check from another one of our funds as a reimbursement for personal expenses paid. We need to be able to determine which vouchers are 1099 eligible, and which are not.
17 votes -
Multiple vouchers/multiple funds -- paid by one check
When running AP, we need to be able to pay one vendor (our credit card
company) from multiple funds. Therefore, we'd like to pay 2 or more
Vouchers with a single check.12 votes -
grant bulk approval
When we approve more than one grant in a bulk manner, all of the grants create vouchers. Since we frequently pay the grants over more than one payment, I have to go in and manually unpost the vouchers. It would be great if there was a question when you did bulk approval to ask if the system should post payment vouchers or not.
5 votes
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