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1060 results found
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Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
26 votes -
Warrant canary
Please post a warrant canary on your public facing website so that will can be made aware if the federal or any state government requests your customers' information.
https://en.wikipedia.org/wiki/Warrant_canary for more information on this topic.
1 vote -
Hide/Filter Statement Vouchers in portal
We would like to be able to hide statement vouchers in the Fund Advisors voucher tab. These transactions are sometimes confusing for the advisor We would like the vouchers they see to be relevant. Maybe this goes further to be able to filter and hide certain vendors?
1 vote -
Add Profile type - Trustee and DAF
When we receive donations from a DAF fund or Trustee it would be nice to have that as a profile type to select instead of Individual, Household or Organization.
2 votes -
Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
8 votes -
Notes on Group records
Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.
4 votes -
grant catalog
It would be great if the credit card donation button could be hidden on internal Grant Catalogs that are visible only to Fund holders. We're using an internal Grant Catalog to collect Donor Advised grants to our annual competitive grant cycle, and some of the donors are getting confused by the two buttons even though we tried to clarify which one to use in the instructions. If the credit card button could be hidden while the Catalog is internal, and then unhidden when it goes public after the grant cycle ends, we could avoid this confusion. Thanks for your consideration!
2 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
9 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
19 votes -
account transfer
Would like to suggest a change to what happens when you click on the menu item "account transfers." Currently you get two part display of a limited number of physical transfers on the top and balance swaps below. If I need to "see more" to get to an older date, I lose the ability to see the other type of transfer. It would be helpful to be able to choose which type of transfer and display more of each by opening separate windows so I can see them side by side, or to have both the top and bottom sections stay in sync, so it's easier to tell if balance swap and corresponding physical transfers both happened. My preference would be to have the option to pick which type of transfer I want to view from an option on the left menu bar.
Would like to suggest a change to what happens when you click on the menu item "account transfers." Currently you get two part display of a limited number of physical transfers on the top and balance swaps below. If I need to "see more" to get to an older date, I lose the ability to see the other type of transfer. It would be helpful to be able to choose which type of transfer and display more of each by opening separate windows so I can see them side by side, or to have both the top and bottom sections…
3 votes -
Profiles: Improve search
Improved Search Capabilities: There needs to be a way to search for profiles even if you don't have (or know how to spell) the whole name. If someone's name is "John Smithe" but you think it's "John Smith" and you type "Smith, John" in the search bar, the profile you're looking for will not populate. If the search function could pull names that start with the letters up to the comma, the searcher could find John Smithe, John Smitherman, and John Smith-Stone.
7 votes -
login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
7 votes -
Internal Grant Decrease Spendable on Source Fund
Have the ability to decrease the spendable amount on an internal grant for the Source Fund. I've seen references to apply the amount to spendable to the Destination Fund, but I need to decrease the spendable on the Source Fund.
1 vote -
Positive Pay Export
Add the option to include ACH and Electronic Checks in addition to checks in the Positive Pay Export. This would eliminate positive pay exceptions at our banking institution when these types of transactions are presented for payment. Thank you for your consideration.
1 vote -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
7 votes -
Security Issue: Re-Activating A User to Address Their Tasks & Non-Shared Reports
When we off-board someone, we inactivate their account in CSuite. Depending on the situation, this may be done quickly. Whether it's quick or not, later on, we may need to re-assign their tasks to someone else. They also may have valuable custom reports that they neglected to share. Either one of these two require us to re-activate the user so that we can login as them to address the items. When we do that, we lose tracking on when we originally inactivated them. It also is a security concern that we open up an ex-employee’s account, making it active, albeit for the short timeframe that we do that. As admins, we really could use some ability to address items like this without re-activating a user.
When we off-board someone, we inactivate their account in CSuite. Depending on the situation, this may be done quickly. Whether it's quick or not, later on, we may need to re-assign their tasks to someone else. They also may have valuable custom reports that they neglected to share. Either one of these two require us to re-activate the user so that we can login as them to address the items. When we do that, we lose tracking on when we originally inactivated them. It also is a security concern that we open up an ex-employee’s account, making it active, albeit…
6 votes -
For Profiles that are flagged Do not Mail
Profiles that are flagged Do Not Mail, Do Not Email, and or Do Not Call should not appear in a Campaign. They do not appear on "Mailing Labels", but do appear when you on a CSV File.
10 votes -
Profile: Add Sort Key field
Add field 'Sort Key' on Profiles. There isn't currently one field where all types of profiles- Organizations, Individuals, and Households, can be sorted together.
8 votes -
Allow changes to Recognition Name field and description shown during online donation checkout
The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.
9 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
18 votes
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