204 results found
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Add subtotal by division option or subtotal by fund when running Donation and Grant Reports
It would be nice to run 1 Donation or Grant Report and have all information on 1 report
1 vote -
Distribution Calculations
Our spending policy allows us to grant out of funds that are invested for at least 4 quarters, but we base this calculation off of an 8 quarter rolling average to include zero balances on the quarters in which the fund was not invested. This allows the donor to grant out of the fund, but at a lower amount due to the zero balances. In CSuite the calculation is only based off of the amount of quarters the fund is established. We really need the ability to tell the system to include the zero balances in the calculations. Is there…
4 votes -
grant funded by multiple funds
We many times have grants that are funded by one or more funds. It would be great to have the functionality where each fund source shows up as a grant instead of an an interfund grant.
10 votes -
Show or hide Scholarships tab by Fund Advisor
Currently, once a fund has scholarships visible on the portal, it is visible for all fund advisors. That tab should be able to be toggled on and off for individual advisors the way the grants tab can be.
0 votes
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