44 results found

1. Distributions on Fund Statement Format

   It would be so helpful if distributions could be sorted by date on the statements instead of amount or name
   It makes the summary of the statement confusing when everything else can be sorted by date

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   5 votes

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   0 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   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. If you have any questions, issues, or concerns please let us know! Thank you

2. Fund Statements

   Enable the option to suppress statement vouchers from being listed in the detail voucher section. For Foundations, this will be helpful for those funds that have their own investment strategy and are not held within an investment pool

   4 votes

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   0 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   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. If you have any questions, issues, or concerns please let us know! Thank you.

3. Message/warning needed if grant recommendation is stuck at review stage.

   In the Fund Advisor Portal, if there is a setting that prevents a grant recommendation from being permissible (for example, if a Foundation's settings say a grant must be at least $100 and a Fund Advisor is trying to make a grant for $75) then the system just loops back every time the Advisor hits the review button and doesn't let them continue. It's good that it blocks an ineligible request. But, is there a way that the system can also give the Advisor a warning that clues them in to why it's not letting them review and submit their request? Without any message explaining what is happening, it looks like the system is just stuck and looping. And, the Fund Advisor might not remember all the requirements each time.

   In the Fund Advisor Portal, if there is a setting that prevents a grant recommendation from being permissible (for example, if a Foundation's settings say a grant must be at least $100 and a Fund Advisor is trying to make a grant for $75) then the system just loops back every time the Advisor hits the review button and doesn't let them continue. It's good that it blocks an ineligible request. But, is there a way that the system can also give the Advisor a warning that clues them in to why it's not letting them review and submit their… more

   2 votes

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   0 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   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. If you have any questions, issues, or concerns please let us know! Thank you

4. Fund statements - sort by fund advisor or fund

   Give foundations the option for fund statements to sort by either fund advisor or fund.

   32 votes

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   6 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   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.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you