1174 results found
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Custom Reporting: Portal Edit Report
To maintain data integrity and streamline auditing/reviewing, I propose a Fund Advisor Portal Edit Report that tracks fund advisor profile modifications in the portal. This report would summary any changes that the fund advisor makes to their profile within the portal. This would include, change of username, address, phone number, the new banking information, TIN, SSN, etc. Currently, an email is sent to say there was a change but users have to go into the log to find what was changed or updated. If created, this report will improve oversight, ensuring accurate data and easier auditing/reviewing.
3 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
25 votes -
multifund recurring voucher
Need to create a recurring voucher that has a multi-fund. Currently, I create the lines for each fund's account but can only put in one fund. Once I create the voucher, then I can select the multiple fund. Opportunity for Functional Reporting and Efficiency: We figured out a method to do mutliple fund for functional reporting as transactions are recorded. This allows for timely reporting of by functional accounts. However, it takes more time with our recurring vouchers (75% of our transactions) to edit for the mutliple funds.
2 votes -
Report Editing
Currently you cannot edit someone else's report, you have to "Save As" and delete old report. It would be nice to either have an "Edit" option, similar to "Share" or if you select "Share", it would allow them to also edit.
3 votes -
Export Date / Run Date
It would be helpful to have the date that an export was run on the export itself (donations, grants, financials, reports). This would be helpful to know how recently the report was run.
22 votes -
File Categories and "sticky" function in the new portal to organize fundholder files
We use the File section of the new portal to share fund agreements, stewardship materials (for those who no longer receive paper statements), and other documents with our fundholders. As the list of files grows with our engagement, this starts to be unwieldy without the ability to use the internal File Categories (and the sticky function) to organize the files for our fundholders. It would be wonderful to have this functionality in the portal, not just behind-the-scenes for staff.
3 votes -
Grant Report Due Notifications
It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.
1 vote -
Archive Old Admin Fee Schedules
Please make it possible to archive old and unused admin fee types. This has been proposed many times and it keeps getting closed because it's already been implemented, which is incorrect.
The only way to get rid of an admin fee type is if it's never been applied to a fund or used. This is the error message you get when you try to delete one: This fee type was used in 2 admin fee calculations and cannot be deleted.
A clean list makes it easier to process admin fees and would also help when setting up new funds -…12 votes -
View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
78 votes -
bulk create voucher requests
Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.
2 votes -
export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 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.
25 votes -
donor portal financials
The fund balances aren't aligning with the contribution, grant, and distribution totals due to credit card processing fees applied to donations. Is there a way for the fund advisor to drill down into each donation or view a separate screen that shows the associated fees, even before the end-of-quarter statement is posted?
2 votes -
Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
23 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
19 votes
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