25 results found
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Archive option for Scholarship page
Create an option to archive closed scholarships on the main CSuite scholarship list page. This will help clean up everyone's list to make it only active scholarships while still preserving historical scholarship/ fund data.
1 voteAn option to close a scholarship was released on 2/9/2024 this year. Here is the release note:
Scholarships: Added Bulk Close or Bulk Open the to List of Scholarships. The two new left-side menu items, Close and Open, can be found in Scholarships and then Scholarships. Once a user has applies a filter to the list of scholarships, then they can use the bulk action. There is also new bulk actions in the Scholarship Paid Bucket to allow user to select which Scholarship Awards to move from the Paid bucket to the Completed bucket.
No Permissions have been changed with these updates. -
Assigning School and Student ID in Bulk for UA Scholarships
We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.
There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…
90 votesThe ability to integrate the school and student id for a scholarship award between SLM & CSuite is available. Here is a link to the article in help: https://support.foundant.com/hc/en-us/articles/9863827205911-Integrated-School-and-Student-ID-Fields
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Can your sort the name of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student profile.
Can you sort the names of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student adda scholarship recipient.
1 voteReleased 12/21/2023: Scholarships: Resolved an issue with Scholarships listing by Scholarship Id, instead of alphabetically. This has been reverted back to alphabetical.
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Needs SLM Approval in CSuite
Please refer to the photos of "Needs SLM Approval" for a scholarship item for 01/01/23.
In CSuite, we have conditional scholarships that we approve every semester based on criteria of a renewal form.
However, there's no way to bring "Needs SLM Approval" in a CSuite report to know whether or not a scholarship item was approved in SLM and is ready to be posted. The only option is to check manually. I do not have the permissions to create a grant, but to set the grantee.
Also, since we integrated scholarships into CSuite from another platform, the reporting is not…
2 votesA new SLM Installments report was added on 6/6/23. This report includes the field Needs SLM Approval (yes/no).
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Post checks
I would like the ability to post electronic checks as a batch rather than having to do so individually. This is especially important now that we're using ACH payments for vendors and grantees and soon to implement ACH scholarship payments. Having to post each electronic check individually takes a lot of time when the ACH batch has more than a few payments.
37 votes -
Download batch scholarship letters as Word File
Bring back the ability to download batch scholarship letters into a word document just like it is possible to do in grant letters. Currently, batch downloads only generate PDFs and can't be modified.
1 vote -
"Scholarship-student name withheld" language on fund statements
Since this language is hard coded, it might be nice to soften it a bit. "Recipient name private" or some such language that explains why the name is withheld.
14 votes -
uncancel
You provide helpful instruction on cancelling a scholarship award. This is necessary when a student awardee will not be using the scholarship (no longer qualified - did not go on to school, dropped out, etc.). The "uncancel" hotbutton currently does not "uncancel". There are more, as yet unknown to me, steps. Instruction materials on "uncancel" would be most helpful.
3 votesThe following article reflects the current scholarship cancellation options: https://support.foundant.com/hc/en-us/articles/4405169254039-Cancel-a-Scholarship-Award
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Scholarship Quick Add Function
There is a "quick add" for scholarships where you can enter the full scholarship amount and the years it's payable and the system will create multiple scholarship entries. This is great, except we pay our scholarships by semester.
Is there a way you can adjust it to have the option to select how many months or "twice a year" instead of just the number of years?
4 votes -
Historical, Scholarships
Allow historical scholarships to be deleted
2 votesReleased today: Scholarships: Added the ability to import historical scholarships to the scholarships import template. Clients will now have the ability to import historical scholarships into CSuite. We have added the historical column and student_is_grantee column. This column will allow clients to pay the student as the grantee instead of a school. This will be a per payment line import, and will not report on the grants reporting. Clients will also now have the ability to delete historic scholarships, since there is no general ledger impact with historical scholarships.
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Historical, Scholarships, Import
Create the ability to import historical scholarships rather than going through the convert grants functionality or adjust the convert grants to historic scholarships.
2 votesThe ability to import historical scholarships was released on 11/2/22. Here is the release note:
Scholarships: Added the ability to import historical scholarships to the scholarships import template. Clients will now have the ability to import historical scholarships into CSuite. We have added the historical column and student_is_grantee column. This column will allow clients to pay the student as the grantee instead of a school. This will be a per payment line import, and will not report on the grants reporting. Clients will also now have the ability to delete historic scholarships, since there is no general ledger impact with historical scholarships.
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Batch Close Scholarships
Instead of clicking through each paid scholarship and clicking "close" it would be a real time-saver to be able to do this in a batch.
29 votes -
fund statement student name
Currently, we are using the {{vendor_name}} merge field for all grantees on our fund statement template, but this is pulling the student name for scholarships instead of their school name. It would be helpful if there was a different merge field we can use to pull school names for scholarships.
9 votes -
scholarships
Preparing GAAP financial statements requires that the portion of scholarships that are not scheduled for payment within one year be classified as NON current liabilties. It would be very helpful to have an aging report for scholarships payable. If there is a report available showing scheduled payment dates, please direct me accordingly. Thank you.
6 votesA Historical AP report returns a Scholarship aging report by year. Navigate to Accounts Payable, select Historical AP from the left side menu, then select the date.
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Scholarship Description Merge Field
We would love to be able to merge the scholarship description into our scholarship letter. This helps the schools know more about the award and why the student was chosen, as well as how the award can be used. This field is not currently available to pull into templates, but would improve our workflow!
11 votes -
Student Number added to the Scholarship Template
Add a column to the current Scholarship Template (used to upload student recipients) so they can be uploaded right into the system.
This would save hours of data entry to add it to the system after the upload.
2 votes -
scholarship import - grantee/school field
When importing scholarships, it would be extremely helpful and efficient if there was a field that could be used to also include who the school/grantee is (the payable for the scholarship). Especially, if this is a new student (we pay students, not schools, so we'd like to make those new students also the grantee upon import). We tried making the student the 'school name' but that wouldn't work, either.
Right now, I currently have to manually select each scholarship I import and manually add that information, after the import. With a few hundred scholarships, this is extremely tedious.
2 votes -
Scholarship name as merge field
For scholarship letters, being able to use "scholarship name" as a merge field in the templates would be amazing. We have a number of funds that hold a number of scholarships, each with their own name. It would be ideal to be able to pull the Scholarship Name (rather than Fund name) onto the scholarship letter.
10 votes -
renewable scholarships and spendable fund balances
We are having “timing challenges” with renewable scholarships that will be paid out over multiple years. At commitment, the general ledger properly records the amount of the full commitment, as an expense and a liability, but improperly, it also reduces the spendable fund balance. At payment of this liability, the spendable fund balance improperly goes untouched. We are continually correcting the spendable fund balances on all renewable scholarship funds (we have 22) with manual journal entries, as corrections are necessary at both commitment and payment. Please change the system’s “trigger” for reduction of the spendable balance to be at payment…
18 votes -
student id
when printing a check for a scholarship, it would be helpful to have it automatically include the student id #. Currently we have to manually alter the description field to include the student id# even though we've already entered when setting up the payment.
4 votes
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