296 results found
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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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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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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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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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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,
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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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CRA and provincial Societies
As of January 1, 2023, CRA will be allowing non-profit organizations to apply for grants that are normally only for charities. This would be a change to both CommunitySuite and GLM as the AJAH check only checks for charity numbers and we will need to also be able to use Society numbers. Can this be modified to check either?
2 votesHello,
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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,
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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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Description Field on New Grant Request for Fundadvisors
Description online Fundadvisor Grant Request - it would be helpful to change the field title of Description to Description of Grant Request. Fundadvisors are confused and insert description fo the Grantee and put notes about the grant at the bottom. The Description is what is carried through to the grant process
9 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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Description Field
This was posted last year from someone and I'm reposting because this drives me bonkers. Please consider an update for this.
After you post and pay a grant, there is an editable description field in the transaction id. It would be great if you were able to enter a description that showed up in this field before you post/pay the grant.
For example, an internal grant transfer shows a description as "internal grant transfer." I have to go into the trans id after the grant is paid to edit this description to reflect where the grant was paid from and…
8 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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Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report
For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.
19 votesHello,
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