81 results found
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Grant notify details needed
Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.
3 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
2 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Make Grant Service Area multiple choice instead of dropdown.
Currently Grant Service Area is a dropdown option and a user can only select one option. However, we currently use Grant Service Area as individual counties and a grantee may serve more than one county. it would be extremely helpful for reporting and tracking to have this field as a multiple choice instead of restricting to one option.
5 votes -
total funded on grant catalog
Our grant catalog has over 60 applications at a time. It would be helpful to be able to see how much has been funded when you open the catalog. It would be great to have a "total funded" field at the top of the grant catalog page so we could see at a glance the total amount funded so far.
4 votes -
Grant Request Bucket - checkboxes for requests to create grants
For the Request bucket in Grants, it would be helpful if there were individual checkboxes for requests to create grants, similar to what’s available in the Award Letter and Voucher buckets. There are times where we just want to select one or a select group from a list and we don’t have that option now.
2 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
37 votes -
Navigate back to approval bucket after approving a grant
As a grant approver, my workflow would be greatly improved if I had the option to navigate back to the Approval bucket after I have approved a grant. The current options don't work for us because we move grants to the Approval bucket to encumber multi-fund requests. They aren't necessarily ready to be paid out yet, so jumping to the oldest grant in the approval bucket isn't helpful at all. It would be much more helpful to go back into the Approval bucket to scan for grants that are ready for us to pay.
2 votes -
Optional Grant Letter
Create a "Need a Letter?" checkbox much like the one for tax receipts when processing donations
2 votes -
Add/modify e-mail recipients for grant award letters
Often, the grant writer is not the primary contact for the grantee organization. It would be very helpful to be able modify the email recipients for grant award letters.
3 votes -
Require Primary Advisor Approval
When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.
The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.
The advisor doesn't even receive any…
3 votes -
grant payment filter
It would be helpful if there were a filter option within the Approval buckets to list any grants where the payment in the Grant Payment Schedule still needs an approval. It's easy to miss in the process and there's no way to know if that first approval step has been made for all grants before moving onto the second round of review and approvers.
4 votes -
990 report grant types
Grant Types on the 990 report (from the "Grantees (Orgs)" option) populate based on what the grant type is in the fund record. When multiple funds provide the award, the field does not populate because it can't select from multiple fund records. Because this report is a cumulative report, and for 990 reporting purposes, it would make more sense for the grant type to populate from the grantee record. That way the field would always populate because it's based on one record, and it would always be applicable because the grant was serving the org's mission.
1 vote -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
42 votes -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes -
Last Grant Date
It would be helpful to have the Last Grant Date for a nonprofit show on a grant request. There is no way to confirm organizations' addresses for every grant that is processed (7,000+ annually); however, if the grant request could pull in the last grant date, it would prompt us to confirm the address if the last grant was older than/not within a certain timeframe.
3 votes -
Internal grant envelopes
Is there a way that the envelope option become available to accompany a letter that is processed for an internal grant? This is a letter for the person/organization that requested the grant and currently there is no envelope option that matches the grantors name and address that appears on the letter.
1 vote -
grants: option to export bank info
From Grantee files for grant vouchers, a way to export bank information in order to set up payment in online banking system.
1 voteHave you explored the current NACHA options when processing checks? Here is a link to the help article in CSuite: https://support.foundant.com/hc/en-us/articles/4404659918231-NACHA-and-ACH094-Files
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unapprove payment without posting grant for approval
It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.
1 vote -
Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
14 votes -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote
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