32 results found
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Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
7 votes -
Transaction Detail in Fund Statements
It would very helpful for our fiscal projects if we could include a transaction detail report in fund statements. We are currently using a work around of including an activity detail report that includes account numbers and additional reports for donations, invoices and vouchers that shows the customer/donor/vendor name. All transactions are reported twice because there is no current method to list them with account number and name.
1 vote -
Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)
Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…
6 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
4 votes -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote -
Ability to put Balance Sheet, Budget vs Actuals/Income Statement on Fund Statements
When working with fiscal projects, we are hoping to teach them how to read financial statements. The fund statement is not a true statement of activity, budget, or balance sheet. It would be easier to send them monthly fund statements with their financials already attached, either through an option or a template.
2 votes -
Pledge Section/Table in the Fund Statement Template
Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.
We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.
Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.
10 votes -
Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
10 votes -
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed.
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed. Having the name of the fund would be helpful for those who received several statements. We have complaints from advisors of their difficulty when receiving them when they all say the same thing. Example: Advisor has 6 different funds with us, each fund has an Agency and Donor portion. They receive 12 emails with all of them having attachments that read "statement.pdf". I've inquired through Support who said it wasn't possible, and have searched through Idea Lab and haven't found anything on…
3 votes -
Rolling Up Sub-Funds for Fund Statements without Rolling the Financials
Please add an option in the Fund Statement Format to roll up subfunds into a master fund statement without rolling the financials together.
Many fund holders would still like a breakdown for each of their funds but don't want to look at a bunch of separate statements, instead, it would be great if it all lived in a single PDF/document.
I could see this working similarly to how financials views work in fund statements, if not adding on an additional foreach that allows each sub-fund to generate its own group.
3 votes -
Print current spendable balance in the portal for donors to see.
Print current spendable balance in the portal for donors to see.
1 voteThe spendable balance of a fund should display (unless $-0-, this is feedback we are going to update in the next few months). There is a setting on a fund to hide spendable. Is that enabled? It is in Portal Options>Portal Settings.
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Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
32 votes
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