291 results found
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Spendable Grants, Designated Grants - Bulk Edit
Bulk add a Grant Letter Template and other fields (even Custom Fields) to designated/spendable grants. At this time, you have to manually edit every one of the designated/spendable grants. It's incredibly time consuming for a process that should be nearly click of a button.
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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New grants workflow- document tab
The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?
I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting…
1 voteHello,
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Add sort to bulk approve grants page, or keep the same sort as the previous page.
In the grant approval bucket, you can sort the columns, but when you go to the approve all screen (where you might want to click the check boxes) the sort order is gone, and appears to follow no particular order. It's not by grant number, not by fund, not by grantee. It might be by date, but that is not helpful because most of the dates are the same. Please add the ability to sort there, or keep the sort from the previous page.
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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Grant Purpose Dropdown
Our accountant has requested that we have to specifically note if a grant is an operating grant, special grant or capital project. It would be great if we had a drop down (under grant type) that we could select from one of the three types and call it Grant Purpose dropdown. Thanks so much!
2 votesHello,
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grant category
Grant Category is an option for grant cycles, but then cannot be found in custom reports. Would be great to be able to create a report showing grant categories and their requests (or the reverse).
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 beneficiary grants - income account
The addition of "account" to the Fund Beneficiary Grantees/Funds screen is helpful. But it would also be helpful to be able to select the Income account as well for internal/interfund grants. This would match the options we have on manually created internal grants. It seems the options for the beneficiary grants should correspond. I thought perhaps once the grants was created, we would have the option there to update the income account but it does not appear.
1 voteHello,
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Thank you
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spendable grant for current year spending only
It would be helpful to have an option to calculate the Spendable Grants either on the total spendable balance or only the current year spendable. We have a significant number of funds that have chosen to not receive a spendable grant in certain years. (particularly organizational endowments but also designated funds and others) Then they may decide to start up annual distributions but leave the accumulated spendable there for future use. All of these grant amounts have to be manually adjusted when we "Create Spendable Grants" because the system uses the total spendable balance.
It seems the option would be…1 voteHello,
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GLM Grant Multi Fund
Currently synching GLM Grants to C-Suite, you cannot award them with multiple funds. Clicking the "multi-fund" button when creating a grant from GLM errors saying we cannot do that. Instead, we have to create installments in GLM to sync over to C-Suite, for one grant, to allow us to assign multiple funds.
It would be great to be able to just allow multiple funds to be assigned to one grant that was synced over from GLM.
4 votesHello,
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internal grant upload
Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.
48 votesHello,
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Copy Grant Applications into the New Year
At the end of the year, we always have grant applications we want to carry over into the next year. Some, have had their LOI's approved and are now in draft grants, submitted grants, or grants being evaluated. Now the copy feature only allows you to copy to the LOI. It is very time-consuming for me to have to save and copy all the information that doesn't carry over, including 6-8 reports that we require. Would be GREAT if the grant applications would copy over in full to the step they were in in the application process.
Thanks for your…
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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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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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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Beneficiary "On hold" or Inactive
Allow for making a distribution to a Beneficiary on a fund "on hold" so that it will not be created when spendable grants are done. we have many funds that have beneficiaries as part of their fund agreement but the distribution is on hold for various reasons (the fundholders desire the fund to get to a certain level before making distributions, the fund is waiting for proceeds from life insurance, etc.). But we would like to have the beneficiary information created on the fund so it can easily be "activated" when the hold is removed.
16 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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