44 results found
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Reissuing a canceled scholarship award
Passing idea along from a client: better documentation/standard operating procedures for how to reissue a canceled scholarship award/installment for a specific scholarship recipient. Helpful to know best practices, common workflow issues, and general things to note in both CSuite/SLM, if synced.
In their words: "This exact scenario must happen with plenty of Foundations awarding scholarship and there has got to be an easier, less confusing and frustrating way to fix it. It would be helpful if an article or SOP is developed for instances like this. This HAS to be a common occurrence when it comes to scholarship awards. Students…
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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Comprehensive grant and scholarship report
Comprehensive grant and scholarship report
It would be great to have a single report that would combine grant and scholarships. We currently need to run two reports to get the grants and scholarship detail because unpaid scholarships are not included on the grant report7 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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CSuite/SLM Close Scholarships Integration
If a scholarship award is closed in CSuite, can this be integrated and reflected as closed in SLM simultaneously?
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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Post all take post by payment into account in New to Open Bucket
There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.
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.
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Thank you
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choose a different G/L account for scholarship/grant refunds
Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.
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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Scholarship Open Bucket Sorting
I would like to "save" after sorting by payment date in the scholarship open bucket so it shows the current payment due on top. I can sort it, but it reverts back to the current payment on the bottom.
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.
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5 votes
Hello,
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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Scholarship Fund History - Sorted from Newest to Oldest
While grant history has been successfully changed to sort Newest to Oldest, history of Scholarship Payments (when accessed through the history of the Fund) are sorted from Oldest to Newest. It would be so much more handy if the most recent paymets were displayed first.
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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Scholarship post by payment cancel option
We entered several of our existing scholarship renewals in Csuite using the post by payment option as we recently converted to using Csuite. These scholarships are not in SLM. Some of these students did not renew. There is no option to cancel these scholarships since they never posted. The only solution to remove them from scholarship payable is to delete the entire scholarship. Having the ability to cancel as of certain date in Csuite with help us with tracking scholarships so we can view the cancellations.
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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Scholarships Edit Button
When scholarships move into grants there is no edit button on the left side column to make multiple edits at a time. Edits must be made line by line and it is very time consuming. Please add this feature.
3 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 custom field on student record
It would be helpful to have custom fields on the Student record. There is information other than the student ID that only pertains to students that we track and on which we need to run reports (e.g., Pell grant eligible, first generation, major, high school attended, expected graduation date). It is not necessary for these fields to be on ALL profiles; we only want to see them on students.
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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Multiple payment dates/amounts for scholarship import
It would be really helpful to have the option to add multiple payment dates/amounts to the scholarship import for scholarships that are paid by semester.
3 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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Approval Bucket in Scholarships
Similar to grants create an "Approval" bucket for scholarships so the scholarships would go from New, Approval, Open. Allow approval to be based upon each scholarship & not just each fund.
This would give foundations that are not using the SLM product another layer/level of approval and segregation of duties. Currently, they can only differentiate who does what based upon the permission groups that each user is in. This makes it harder for the teams to administer when they have a large scholarship team.
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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Live Links in All Reports
Hello!
Not all links are live in all reports. For example, a check ID link is live in a custom check report but is not live in a custom scholarship payment report. Why not make them all live?
3 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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Scholarship Tab at top of page
Could you add a donations block to the top of the page where home, tasks, donations, etc are? That would be nice to have there.
1 vote -
Quick Add Payment Semi Annual interval option
Can "Semi Annual or Bi-Annual" be added as an interval option for Quick Add Payments? This would be very helpful for scholarship payments that pay in August and January, for example.
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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Scholarships - duplicate merge
Duplicate Scholarships - allow them to be merged together to create 1 scholarship record with multiple payments associated. Allow there to be an option to ignore the duplicate scholarship suggestion (similar to profiles).
That would make this duplicate list more useful and beneficial to clients instead of being a bit of mess which it is for clients that are migrated into CSuite
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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Short Name: Searchable in many search fields
We use the short name for funds regularly, and would like to be able to search the short name of funds in multiple areas. Today, I am in the Set Scholarship Fund area and this area does not allow for searching by Fund short name. Can the Fund short name be searchable across the CSuite site?
15 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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Scholarship Approval
Currently, the approval process for a scholarship grant takes place toward the end of the grant process after vouchers are already created by using grant approvals. Some organizations have an approval process that starts toward the beginning of scholarship processing (student profiles are entered and updated and then scholarships are created. Once a scholarship has been created, then a second reviewer is required.). I'd like to propose a scholarship approval process toward the beginning of the scholarship process (similar to where the "post" button is, but for "approve and post). I'd also propose that approvers an be set up on…
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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Social Security Number Export for Scholarship Recipients
I like the new social security privacy permissions that have been installed but there is no way to manage socials for scholarship recipients. I would like for the export options to include scholarship reports as well.
8 votes
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