85 results found
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Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"
Please consider the term "Portal Access" rather than "Fund Advisor," as a great many individuals in the system have access to a fund portal but are not what we would consider a "fund advisor." They have no advising capability but can view tabs in the portal. The term "Portal Access" covers so many more situations and is much less confusing, even internally.
16 votes -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votes -
Tribute donations messages
Sadly, my idea is in here, just archived - with over 50 votes no less!!
Come on guys, this makes sense and is a nice option for donors to see clearly and for those who receive the notices to get a personal note. Folks make notes, but there's no way for the ack recipients to get them (without us doing cutting and pasting...) Original post below. Said much better than I by @lannie troonComment With Tribute Notification
I'd really like to add a field to the tribute section of a donation that could contain a comment that would then…30 votes -
Highlight Create Request on portal when fund advisor does a grantee search
Feedback from donor, the Create Request link when searching for a Grantee doesn't look like a link. Highlight or different colored text to draw attention to the Create Request so fund advisors know it's a link! Thank you.
4 votes -
Include Custom Fields in "Add Financial Filter".
Please add Custom Fields to the list of filters available for
Financial reporting. We maintain custom fields on funds.41 votes -
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
4 votes -
Profiles: jump link to get to grants listing under grantee summary in donor portal
For donors who give to many orgs, it could take a lot of scrolling to get to the Grants listing under the Grantee Summary. It’d be great to have a jump link to skip from the top of the page to the top of the Grants listing.
8 votesWe plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
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Add Fund Advisor Grant Request Tab Header Across ALL Grant Request Pages
We are grateful to have more content areas where we can help our fund advisors navigate the portal. We noticed that the Fundadvisorgrantrequesttabheader only displays on the initial grant request page (...fcsuite.com/erp/fundmanager/list/grantrequest). It does not show again on the next page where the grant request details are entered (...fcsuite.com/erp/fundmanager/list/grantrequest_enter). Can that header be enabled on on that page as well?
4 votes -
voucher refund
It would be really helpful if there was a voucher refund feature, similar to a grant refund. Occasionally we have EFTs that bounce due to a data entry error, or incorrect account information provided by vendors. Currently, we have to record this as an invoice coded against the same expense account as the voucher, but this doesn't faithfully represent the nature of the transaction. An "invoice" shouldn't be issued in this situation, and it's less clear in reporting, whereas a voucher refund would make more sense.
12 votes -
grant request ein
It would be great if the person requesting a grant request through the portal has the option to enter an EIN rather than us having to research this information.
19 votes -
FA Portal - ability to see voucher description
Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.
3 votes -
Vendor Default GL Account
It would be helpful if the vendor's default GL account can be automatically populated as the GL expense account when creating a new voucher.
9 votes -
Grant refunds post to spendable option
Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.
68 votes -
When spendable on fund advisor portal is "0" should show as "0"
Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.
4 votes -
Rich text in content please
No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.
11 votes -
"Invoice" descriptions in Donor Portal
Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!
4 votes -
Make "Grant Requests" Header Editable in Grant Catalog
Currently "Grant Requests" is hard coded as the header at the top of any grant catalog page and is unable to be removed or edited. We currently use the grant catalog to accept and track donations to grants and funds and do not use it to accept grant requests. It is confusing for donors to see “grant requests” as one of the most prominent things on the screen when that doesn't apply. It would be wonderful if this text could be removed or edited. Thanks for considering!
12 votesPlan to release to Sandbox in February, 2024.
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canceled grant status
When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal
9 votes -
import voucher - add check memo field
Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.
4 votes -
Allow Fund Advisors to See Household Receipts
Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.
54 votes
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