26 results found
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fund statement permissions
It would be helpful to have the ability to choose different fund statement types for Fund Advisors who advise on multiple funds.
Example: John Doe's statement type is set to online. He is a Fund Advisor for Doe Family Fund and Designated Fund for ABC School. John needs to be able to view online information and make grant recommendations in the fund advisor portal for the Doe Family Fund. He needs to receive an emailed statement for the Designated Fund for ABC School but because of his role should NOT have access to see fund information online.
5 votes -
Stripe
It would be very helpful to have donor names tied to all stripe activity in fund statements- specifically fees (admin and stripe). We can sometimes have up to 4 or 5 line items under a donation and the only line that has the donor name is the actual donation line. If we get multiple stripe donations in the same day, the fees aren't always in order so it makes it difficult to see what fee is associated with a specific donor.
I've attached an example of a section of a fund statement in the activity detail.
4 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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fund statement - add semi-annual interval
A fund statement interval (statement type) of semi-annual would be useful to us.
Thanks for considering.3 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
14 votes -
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…
29 votes
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