192 results found
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Grant refund reporting
It would be nice if there was a reporting option to track returned grants. As of right now you have to run a general ledger detail and then sort all of the data to find credits in the expense accounts.
10 votesThere is a field in a grant custom report, refund grant, that allows you to create a grant refund report. This is a boolean field (so yes/no). Create a grant report with the fields you would like to see, then filter to refund grant is yes.
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Fund Type in Grant Letters
I would like to be able to add the Fund Type (DAF, Designated, etc) in grant letters; however, that field is not available.
2 votes -
advisor portal Grants tab totals
Could the Grants tab on the donor portal total up the number of grants and the number of dollars granted over the life of the fund? Currently, there are two different ways of organizing grants displayed - by date and by grantee - which is great, but it would make sense to have a total at the bottom of each format.
14 votes -
Grant Types
We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.
11 votes -
ntee
It would be nice to have a field within a grantee that holds their NTEE code and when you create a grants from CSuite it auto populates that code.. Also to have it come over from GLM to CSuite.
2 votes -
Add Grant Area to the 990/Grantee Report
Can you please add a column for Grant Area to the 990/Grantee Report?
4 votesThe grant type has been added to this report.
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Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
11 votes- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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Options to see entire grant history of a fund
It's nice being able to see on the screen gifts given by quarter and year. However, it would be nice to have an option to see the entire grant history on the screen as well. And if we could also sort the rows by column headers that would be great. That way I could sort by grantee name and quickly find the information I'm looking for.
66 votes -
Editing Grant Category
We need to be able to edit the grant category after a grant has been paid. The Cycle is editable, so it seems like the category should be as well.
1 vote -
Filter reports for 990
The donor report for the 990 includes interfund gifts/grants in the report, but since they should not be reported as donations (only the original gifts to the funds should appear in the 990), it would be great if you could automatically exclude those or allow filters to be put on the 990 reports.
13 votes -
New Recurring Grant Feature Suggestion
The ability to include the fund name as a column on the recurring funds page and sort within the columns if possible.
24 votes -
Add Investment Strategy field to custom reports
It would be helpful to add the "Investment Strategy" fund field to custom reports, in order to have a way to verify the "balance swaps" and withdrawal requests from investment pools are correct based on grant and scholarship payments scheduled.
4 votes -
Donor portal tab permissions
I appreciate the bulk tab edit options. Is there a way to assign a tab for fund groups (instead of all funds)? For example, we'd like to remove the grant request tab from scholarship fund holders. Thanks!
2 votes -
Set Grant Advisor - Deceased Donor Show
When you go to set the grant advisor within a grant, because you cannot select ONLY those who are associated with the fund, please show if the profile is deceased.
1 vote -
Donor Portal - Tally grants & stop when they've reached spendable balance
In the donor portal, the grants fund advisors are making should be tallied and compared to their spendable/available balance. Once they've reached their spendable/available balance they should not be able to grant anymore. This will reduce back-end work in Csuite and will eliminate the need to contact the fund advisor to let them know they've overspent and to determine which grant(s) should be adjusted.
25 votes -
Filtering interfund grants out of grant reports
Our Foundation is concerned that including interfund grants in our total grant amounts artificially inflates the numbers because the same money counts as a grant both going between funds and again when it's granted out. It would be great if there were a filter option so we could easily filter out interfund grants when we pull grant reports.
77 votes -
Default Grant Fields
Service Area, Grant Type (for which we use NTEE codes), and Grant Advisor must be entered for every grant. It would be helpful if the Service Area and Grant Type were default based on the profile of the grantee, and the Grant Advisor were default based on the fund.
90 votes -
Nesting Custom Reports under Categories
I've been creating a lot Custom Reports now that we have the tool and I can very quickly see these lists getting difficult to manage for staff if they have to start scrolling through a long long list. Can you organize the reports we create into dropdowns from the main categories?
It would also be nice if the entire main menu was grouped by function ie. Financial, Profile, Granting that we could also dropdown from.
14 votes5/3/2023: Custom Reports: Enhanced Custom Reports to now have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the custom report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
Enhanced Custom Reports to now have an option to view only the reports created and shared by or with the user. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will…
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pending grants and spendable amount
Spendable amount should reflect the pending grant subtracted out. If the grant is pending it is committed. Right now you have to manually do the math from Pending grants and Spendable amount.
16 votes -
Make the Gift and Grant Notify editable templates
When you select Gift and/or Grant Notify from the portal, the auto message is not editable and does not look like it's actually coming from our Foundation. It would be helpful to make this an editable template.
47 votes
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