251 results found
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batch or bulk transfer internal grants
With the new check process workflow, internal grants have to be transferred individually to be paid. We can have several internal grants to pay each week. It would be nice to be able to batch or bulk transfer these so we don't have to touch each one.
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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Grant/Campaign
In the grant section we would like to have the option to be able to tie a grant to a campaign.
3 votesHello,
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You can link the voucher to a campaign
Thank you
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Ability to view the entire name of available fields in custom reports
Can we please have the ability to expand the column of available fields, so that we can actually see the entire name for those fields with long names. Right now, I have to guess at which field is the name field because all I can see is an entire list that says: "Grant Request Primary Adv...."
8 votesHello,
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Thank you
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Allow "early" posting of recurring grant payments
It would be helpful if we could create a payment on a recurring grant at any time rather than having to wait until the payment date. Occasionally we'll have to do a payables run the day before the usual day (so I can have days off once in a while that are independent of payables dates!), so I would like to be able to create a recurring grant payment when I need to without having to change the dates on the recurring grant itself.
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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Ability to choose specific Spendable Grants
Need the option added to be able to select ALL or check off specific grants we want to be created when doing the Create Spendable Grant process .
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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See who has approved grants
We really need to be able to see who has approved or not approved grants at the Approval bucket. When two people need to approve over 300 grants and you have to continually click into each one to see who approved what and what is left for approvals, it is a huge time drain. A simple column at the end to display the status would be a huge help. The grant approval process is a great tool, but needs work to be efficient for users--which is possibly why customers may not use it.
2 votesHello,
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Thank you
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Changing Invoice Accounts
It would be great to be able to alternate the receivable account for invoices without going and switching the default account for it when you want. I would like to record some to an accounts receivable acct and others to a grants receivable.
11 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 refund - grant type
The Fund Grant Type Name shoud carryover from the orginal grant into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.
When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run.
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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Ability to run System Stats by date (or at least by year)
The System Stats "snapshot" in system data is cool. It would be REALLY helpful if we could run it by custom dates...or at least have it by year or YTD....this would give us an easy way to quantify certain things (checks mailed, grants entered, donations entered) for our quarterly/annual board dashboards.
10 votesHello,
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Thank you
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grant request organizations and individual profiles
It would be great if when the person creating a grant request from the portal is entering the information manually there is a radio button option indicating whether the profile being created is an Individual or organization. Currently all grant requests come in as organizations and I have to change manually if I see they are an individual. The fields do not automatically populate either in the mailing label which I correct.
1 voteHello,
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Thank you
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Grant Tribute notification
We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant.
Could the field "Grant Beneficiary" be made available to use in an Internal Grant letter template?
5 votesHello,
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Thank you
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GLM Installments Approved Bucket
GLM/CSuite workflow requires installments to be approved in GLM to release them for payment. Instead of having to email finance regularly with a list of approved installments, it would be helpful to have GLM approved installments land in a bucket when they're ready for payment in CSuite.
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.
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Thank you
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Grant coding for expenditure responsibility grants - more coding options please!!
Please provide more grant coding options - sub codes are fine, we just need to track multiple things at once so sub codes would be ideal. One of the main items that we need to track are grants made with expenditure responsibility. Thank you!
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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Sponsored Org on Grantee Profile
Right now, to create a check for a sponsored org, you need to set the sponsored org individually for each grant. It would save time and eliminate errors if this was a setting at the grantee profile level instead of at the individual grant level. Rarely does this vary by grant.
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.
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Thank you
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Add Grant Filter for Installments that are approved in CSuite
It would be very helpful if on the "new" bucket of the grants tab, there was a way to filter to see the grants that have approved installments in CSuite. Currently we approve an installment in GLM as part of our workflow we have to keep a separate list of which grants are ready to be paid in GLM. If we would easily see what CSuite grants have approved installments in CSuite, that would cut down on the duplicative record keeping.
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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Sort order for statement accounts
It would be helpful if we could employ a "sort order" like you have in other areas of the system, specifically for Statement Accounts.
For example, using Statement Accounts we have always been able to force our "Gifts" to show up at the top of the income section on our fund statements, and we were able to show "Grants" at the top of our expenditures section.
With the recent fund statement changes, it seems you eliminated the easy option to force these Statement Accounts to "float to the top" by adding a leading space to the beginning of their name.…
10 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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multifund internal grants
It would be great if the system would allow a multifund internal grant. We often have multiple in house funds that we use for granting and we have to enter each as a 1:1 grant.
10 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 catalog needs website field added to the import template
Website is not a field in the grant (catalog) import. When creating a grant request from the grant catalog request link, website is one of the fields and therefore shows on the grant catalog for donors to see/click on. However, if we export GLM grant applications and use the csuite grant import template, website is not available. We do not want to send the link to nonprofits to fill out when they have already filled out GLM grant applications. Please add website to the csuite grant import template.
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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Readability of Font Colors of Hyperlinks
With the new update, the readability between purple and blue is more difficult because new font. Would love for there to be a more distinct color change once something has been clicked on.
Ex. When you first see a specific fund name, grant ID, etc. it will be blue. But once clicked on it will change to purple so you know what you have accessed previously.
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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Grant wish list for Fund Advisors
It would be great if a Fund Advisor had a "wish list" part of the Fund Advisor portal where they could record organizations they may want to make a grant to in the future.
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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