95 results found
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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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voucher grants
Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.
26 votesHello,
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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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Checks printing sort order
The checks can now be GROUPED in different ways, and you can sort the vouchers in different ways, but when the check run is created, they do not stay in the sort order. The check run isn't in any order that makes sense to me now.
32 votesHello,
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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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copying multifund vouchers
Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?
23 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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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,
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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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Ability to limit voucher history view on vendor record
Ability to set date range seen on voucher history. Not looking to delete it just limit to a smaller range unless selected. Currently I am seeing 20 years worth of vouchers in an AP vendor record. I'd like to only see say the last five years with the ability to look further back if queried.
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 Advisor Portal - Add Gift and Grant Totals
It would good for Donor-Advisors to be able to see totals for Gifts, Grants, and Vouchers listed beneath the Current Balance amount on the fund page in the Donor Portal.
9 votes -
vouchers multiple approvers
Is it on the roadmap to add multiple approvers to a Voucher, with dollar limits? Say, vouchers over $2,500 or $5,000 require two approvals? Would seem easy to code and help with limits of authority.
4 votesHello,
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Check Approval Email
Having a direct link in the check approval email like we do in the voucher approval email would help take out several navigation steps.
17 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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Vouchers: more voucher copy options
Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.
31 votes
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