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847 results found

  1. Impact Investing: revenue share

    Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    16 votes

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    Under Consideration  ·  0 comments  ·  Invoices/Loans/Accounts Receivable  ·  Admin →
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  2. Interfund - Fund Name not in Description

    Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.

    15 votes

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    1 comment  ·  Grants, Grantees, Grant Types  ·  Admin →
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  3. Balance Swap - Edit Amounts

    Balance Swap - Edit Amounts

    The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.

    40 votes

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    2 comments  ·  Accounts & Cash Management  ·  Admin →
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  4. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    57 votes

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    6 comments  ·  System Data  ·  Admin →
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  5. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    45 votes

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    Under Consideration  ·  0 comments  ·  Campaigns  ·  Admin →
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  6. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Tracking Old Donors!

    I need to know the last 3 Donations of a Donor when creating the weekly report. This will allow us to modify our salutations to them.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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