46 results found
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Bulk Create Requested Grants
Currently when an advisor requests a grant through the online portal we have to go into the system to "create" it so we can go through the steps of approval and creating the voucher. If an advisor requests multiple grants, it would be nice if there was a way to bulk create these grants instead of going in one at a time. We've had as many as 10 at a time and it's very time consuming to have to go into each one to create it.
5 votes -
Statement vouchers -format dollar amounts to show commas
When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).
38 votes5/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Grant Request Bucket
If there are multiple grant requests in the Request bucket (made from online requests) there is currently no way to create all grants at once. It would be nice to have this option instead of having to go into each grant and hit create.
This would be similar to the other buckets where you can do multiple vouchers, approval, etc.5 votes -
check stubs
Allow the check stubs to include the GL accounts associated with the various expense accounts that make up the paid voucher. Printing this on the stub (bottom portion we keep) would eliminate having to print the voucher too. Hopefully it would be a very simple fix or enhancement. It also helps our auditors as they review paid expenses and how they were classified.
2 votes -
Add Fund Group Column to Grants Voucher Bucket
The ability to filter by fund group in the grants voucher bucket would be really useful to us when we only want to print a certain fund group's grants. For example, we process DAF grants, FOI grants, and Scholarship grants separately. Filtering by fund group would make it much easier for the check approvers to approve the right grants. Thanks so much for considering!
15 votes -
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.
12 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 .
5 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.
16 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 -
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.
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 -
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
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