1461 results found
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Automatically add late fees to overdue invoices
It would be helpful to add the ability to set a late fee that is automatically applied to overdue invoices.
4 votes -
Task Description Field
Can the task description field be a long text field instead of a short text field? Also would be great to make this a rich text field so we can add bullet points. We like to create a general task with more information on what is needed to complete the task.
4 votes -
import attachment url
When importing vouchers you should be able to import external attachment url at the same time.
2 votes -
Permissions on individual profile field
Set the permissions for some fields in profile to be accounting only.
2 votes -
Download NACHA files by batch, not just date
Currently, I can only download a NACHA file by date. It would be easier if I also had the option to download a NACHA file by batch because sometimes I want to pay them on the same day but post them in separate batches. Or if I just forget one grant, currently I have to pay it on a different day.
8 votes -
Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
10 votes -
bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes -
Campaign Waitlist Option
I would like the ability to have a waitlist option for campaign tickets. When the max tickets are met, a waitlist option is presented for those to choose. This option sends an email notification after submission that can be customizable and would not include an attachment.
2 votes -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
Allow payable amounts to stay in checking during balance swap
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This…
6 votes -
Tribute
Tribute tab in Donations - we would like to have the number indicator back on the Tribute tab in Donations. The number indicator let's us know there is something that needs to be addressed on that tab, similar to the number indicators for the other tabs in Donation on the attached screenshot.
39 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
3 votes -
Allow Multiple Promoted Fund Tiers/Groups on Donate Page
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and…
1 vote -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
5 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
14 votes -
Fund Relationship Fields
Be able to pull other profile fund relationships on to the fund statement. For example, be able to put successor advisor name and contact information so that the fund advisor can confirm that information annually.
4 votes -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
8 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
9 votes -
Donation Notification Delay
There should be a system-wide option to delay sending automatic email notifications to fund advisors when a donation is posted. Delaying it for 2-3 days would give us more time to review and correct any errors.
5 votes -
manual admin fee description
Currently, the description entered on a manual admin fee displays only on the transaction to the receiving fund. On the fund that pays the fees, the description shows the fund name, not the custom description that was previously entered.
Can the description please be the same for the fund paying the admin fee as it is for the fund receiving the admin fee, as entered when creating the fee.
1 vote
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