59 results found
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Return to Vouchers After Creating a Check
There should be an option to return to the Vouchers page after your create a check (whether electronic or into a check batch) instead of having to click back to home and navigate back to the bucket you were working from.
8 votesHello,
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1 vote
Hello, 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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Add Total Vouchers to History link on Fund
We would appreciate the total vouchers being listed on the History link of the Fund along with the Grants and Donations. Instead of running a separate report for Vouchers, this would allow us to see a full snapshot of the fund. Vouchers are an important part of many funds and Fund History should show the full picture.
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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vendor
On the Vendor screen, on the list of Vouchers section, please list the Voucher Description instead of the Reference Number
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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PAY Address needs to be used when cutting check not hold address from when voucher created.
Shouldn't the check creation date trump the voucher creation date with regard to which address to pull?
Chat response:
The check takes the address provided on the voucher. If you update the check with the correct pay address, that will show when you go to print the check. This is how it is designed. This would be a great suggestion to add to the Idea Lab (http://idealab.foundant.com/) if you would like that to function differently.5 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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Pay Voucher screen setup-check box location
Due to the zoom level I need for my browser, would love to see the check box for selecting which voucher to pay to be on the LEFT side of the screen so it is on the same side as the NEXT button. Scrolling side-to-side is not ideal.
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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fund on voucher
Please add the ability to edit the Fund on a voucher.
6 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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Investment Fee in Revenue Share - since update
Since the recent update, process for "Posting Revenue Share for Traditional Vouchers" has changed. We used to be able to see the voucher but not, it's the vendor name and can't see the amount until you set revenue share. Can you show the amount at an earlier stage of the process so we know which voucher we are looking at? Thank you
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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Voucher Date move to initial Grant Screen
Internal grants and grants that cross fiscal reporting periods but are dated in the prior period create reporting issues within AP general ledger accounts due to the voucher date auto filling with current date. It takes multiple clicks per grant to individually change each grant voucher date to match the grant date to ensure our AP (not grants AP or internal grants AP) is not inflated in the following period due to the open AP vouchers. We often have batches of 100's of grants and/or internal grants that are dated at the end of a fiscal reporting period but are…
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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REF NUM/DESCRIPTION in vouchers/posted/pay screen
Can you please go back to the way the 'ref num' or description field wrapped in VOUCHERS/POSTED and then click on 'pay' screen.
Not too long ago, I was able to see all the columns without having to scroll left and right. Since the amount of character spacing (for the "Ref Num"/grant/voucher description) has increased, it wraps it further into the description causing the user to scroll left and right to look at the data.
If you not able to readjust the character spacing than can you give the client the ability to the column widths?
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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bi-weekly option for recurring vouchers
Add bi-weekly as a recurring option for recurring vouchers. We have several automatic payments that are entered as electronic checks that occur bi-weekly related to our bi-weekly payroll. Vouchers for payroll taxes, retirement contributions, etc.
8 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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Add Fund Groups to Grant/Voucher Approval Process
Please add option to assign grant & voucher approvals by fund group instead of just listing all funds. We have 3200+ funds to scroll through.
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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AP voucher quantity
Ability to enter quantity less than 1 in an AP Voucher line item.
We allocate expenses for functional expense based on % and this helps with automation when we recall a voucher
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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Fund Level Option - All Vouchers Reduce Spendable
We would like the option, at the fund level, for endowed or administrative funds to select that all vouchers reduce the spendable of the fund. Having this option at a fund level vs marking each individual voucher reduces the occurrence of error on individual voucher entry. With over 3k funds and 2k checks per quarter, individual fund coding ensures fewer errors and greater flexibility with interdepartmental voucher entry and financial reporting accuracy. This would reduce monthly, quarterly and year end budget and other corrective entries. Suggest a checkbox in the Restrictions section for 'Vouchers Reduce Spendable'.
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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Reminders to Send Pledge Reminders
Recurring grants, vouchers & donations all have a way of reminding you that it's time to post/initiate. Wish pledge reminder letters had a similar prompt. Yes, can use Tasks or Outlook but a CSuite reminder to send letters would be great. With the ability to set how long (week/month etc) prior to next pledge date to get the reminder prompt.
5 votes -
Create a Grant Status between Voucher and Paid, such as Unpaid.
Currently, a grant's Grant Status switches to Paid before the person who processes payments even gets it. It would help with reporting if the grant didn't have a status of Paid until the payment is actually posted. Thank you!
5 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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Voucher: add post date
Accounts Payable. Foundant only has an invoice date and due date for posting vouchers. Many of the invoices we receive come during the first week of the month but relate to expenses from the prior month. By using the invoice date the expenses get posted to the wrong month. There should also be a post date field which would be the most important date field. In order to get the expense in the correct month I must make up a date for the invoice date. In the software we previously used there were the 3 date fields. We should not…
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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Bill Pay and ACH
functionality to create vouchers, pay on Csuite and then make payments from bank registered in csuite. This means I have to link the paying bank to csuite and making online , real time payments. Just like i do with small business apps.
5 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
P.S. I would read the help articles related to creating a NACHA file. This is a file that can be created after electronic checks are…
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Have vendor vendor payment method (check vs ACH) defaul to Vendor preferance
Have vendor payment method (check vs ACH) default to Vendor preference.
Also have the ability to override preference upon voucher entry
5 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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Enable filtering by bucket "status" field like New, Unfunded, Import....
Let's end the institutional discrimination against grant buckets like New, Approval, Unfunded, Import, Catalog, GLM, Request. What did they do to deserve being excluded from the Filter > Status field option? That field is currently reserved ONLY for upper-crust elite members like buckets Voucher, Paid, Complete.
This inequitable othering will not stand. Why limit the filtering capacity for more than half the grants pipeline?
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.
P.S. New, Approval, and Import are available in the Grant Status filter.
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