95 results found
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Grants On Hold In More Buckets - Approval & Voucher
It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.
42 votesHello,
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Combining Checks per Vendor into 1 Grant Check or keep them separate for same checkrun
At today's check processing I had 2 vendors that had multiple grant vouchers/checks to process. 1 vendor needed their 2 grant vouchers combined into 1 check while the other vendor didn't need their grant vouchers combined into 1 check. Can't Foundant place a check box at the end of the Voucher ID rows at the Pay Vouchers screen for combining instead of "One Check Per Vendor?". I had to do 2 checkruns to ensure I had 2 separate checks for 1 of the vendors. Completing 1 checkrun for all checks is much more efficient, especially when producing the grant letters…
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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voucher approval column
It would be nice to have the approval/rejection area in columns so people entering vouchers can easily see whether something has been rejected or approved rather than accessing these inside the voucher.
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 approval by dollar amount
It would be nice to be able to set voucher approvals by dollar amount, not by percentage. Approval levels within the organization are often set by how much the voucher is for, being able to align the system functionality with our process would be so much easier.
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.
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It would be helpful to be able to view if after creating an AP voucher, you have actually attached a voucher or supporting document.
It would be very helpful to be able to view if a voucher has an attachment, i.e. an invoice or supporting document). Sometimes we process many vouchers and trying to make sure you have attached a document can be time consuming. This is especially true when you use the import method of uploading many vouchers. I can imagine this is helpful to the person creating the vouchers, but also to the reviewers. Thanks.
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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Apply partial credits to voucher invoices
Add the option for applying credit memos to voucher invoices that are not exact matches. Sometimes you will receive a "correction" to a previously paid invoice, the amount will not be the entire invoice, the account to credit the refund to may not even match. So in creating the Credit Memo (or negative voucher) retain the ability to choose the appropriate fund and account number, but don't require a match with the invoice that the credit memo is applied to, and don't require the dollar amounst to equal. In fact, it might be necessary to apply a large credit to…
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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warning before unposting voucher
Please add a warning message before unposting a voucher. More than once, I've unintentionally unposted a voucher instead of the related check, which then meant going back through the approval process again. Anything that requires new approvals should have a warning.
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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Sorting Vendor History
The ability to sort vendor history by various fields, or at least to filter transactions. Date order could be chosen from oldest to newest or newest to oldest. Sorting by amount is helpful when doing vendor research. Sorting by voucher vs. credit memo, etc.
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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Edit voucher approval email
It would be nice to be able to edit the body of the voucher approval email. It's very basic and robotic sounding.
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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Change the payee without creating a new profile
It would be great to be able to edit the paybale to name without having to create a new profile if it needs to be changed for those one off situations.
2 votes -
Void payment approval
It would be helpful to be able to void a payment once approved in a payment schedule.
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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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,
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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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.
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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.
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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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Grant Type on Grantee Profiles
Hi! When reviewing grants on the New, Approval or Voucher tabs in the Grant section the "Grant Type" is a visible column. However, when reviewing the Grants on a Grantee profile, this column is missing. You have to click within the grant to be able to view the grant type. It would be helpful for us to have the grant type visible along with the other columns already there (ID, Grant Date, Fund Status, Amount, Sponsored Org, Beneficiary, Description)
12 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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