- or
No existing idea results
- ~ No ideas found ~
922 results found
-
Column Options and Order for Financial Statements - SOA & SFP
Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in financials is a weakness and just too many steps to do every month, as well as leaving too much room for error in doing these multiple steps. In working with several other software packages in previous jobs and creating financial reports in each, we often used an offset # (e.g., -3 for March, if your year-end is June) and were able to designate various arrangements/combinations of columns for our SOA, for example. Just by using the offset and previously setting up report formats #’s designating what was needed in each column, we could run financials with just a couple of menu clicks. Following are some examples of column comparisons that are helpful/necessary to have in various instances:
Example:
Current Month Actual
Current Month Budget
$ Variance from Current Month Budget
% Variance from Current Month Budget
Current Month Actual
Current Month (Prior Year) Actual
$ Variance from Current Month (Prior Year) Actual
% Variance from Current Month (Prior Year) Actual
Current YTD Actual
Current YTD Budget
$ Variance from Current YTD Budget
% Variance from Current YTD Budget
Current YTD Actual
Prior YTD (Prior Year) Actual
$ Variance from Prior YTD (Prior Year) Actual
% Variance from Prior YTD (Prior Year) ActualCould you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in…
12 votes -
Link Tasks to the Stages in Opportunities
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do not.
I would love to be able to click a new stage and have it populated with tasks specific to that stage of the opportunity. When that stage is complete, I would be able to select the next stage, that too would bring with it a new set of tasks specific to that stage, and so on and so forth until the opportunity was completed. Stages in opportunities has the possibility to act as a roadmap and if you made tasks in opportunities linked to stages and not time, you could truly unleash how opportunities is and can be used. Thanks!
Posted on behalf of Alex MacLean, Fund Administrator
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do…
21 votes -
unapprove payment without posting grant for approval
It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.
1 vote -
Stripe integration for non-portal donations
Suggestion for a way to easily map Stripe data to profile data for donations made outside of CSuite.
We run an customizable online giving embed based on Stripe. We operate independently from CRMs and websites, which gives our clients considerable flexibility. We serve community foundations and one of our clients uses Foundant.
One of our company goals is to reduce technical overhead for organizations, and so we were trying to automate donor data from Stripe into Foundant since the documentation states there is a way to import "Non-Online Donation Portal Transactions" via Stripe webhooks.
The problem is, no data aside from email and gift amount comes across, even though all data is in Stripe as metadata. There doesn't appear to be any way to map this data to the appropriate fields in Foundant, including the fund, as we do with many other CRMs (Salesforce, Hubspot, Bloomerang, etc).
Support staff said that is expected and that our clients should just manually import the data instead. This is not ideal as we are adding extra work for our clients. Their options are either to manually manage the process or to use the Foundant portal instead. If they use the Foundant giving portal, this would mean reduced functionality on their giving forms and major changes to their website, which again would introduce extra work and overhead for our clients.
A mapping tool would allow for full automation with external donation platforms like ours and be beneficial for our mutual clients. Happy to work with your team if there is anything we can do behind the scenes to help with this automation.
Suggestion for a way to easily map Stripe data to profile data for donations made outside of CSuite.
We run an customizable online giving embed based on Stripe. We operate independently from CRMs and websites, which gives our clients considerable flexibility. We serve community foundations and one of our clients uses Foundant.
One of our company goals is to reduce technical overhead for organizations, and so we were trying to automate donor data from Stripe into Foundant since the documentation states there is a way to import "Non-Online Donation Portal Transactions" via Stripe webhooks.
The problem is, no data aside…
1 vote -
Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
14 votes -
Donation Date vs. Deposit Date / Disallow Deposit Date earlier than Donation Date
It would be helpful to disallow the entry of a Deposit Date earlier than the Donation Date for any donation in the Till.
We received donations provided to us in December but didn't deposit them until January.
We had to re-open the books, undo reconciliation, correct the donation dates and redo everything.
Thank you.1 vote -
Exporting the request field in the CSV Export from the Campaign
We created a work-around since we can't use organization names for registration by adding it as a request. However, when I export the CSV report to review registration, that field is not included. Please add this field to that export process.
Thanks so much,1 vote -
account name in sections of fund statements
It would be very helpful for our fiscal projects if we could include account name/number in all sections of fund statements. It is currently an option in some, like admin fees, assets, etc. but not available for invoices or vouchers. Our funds need this feature along with the ability to see vendor/customer name to reconcile that items were coded properly.
1 vote -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote -
Profiles: required fields - visually display which fields
Nice that you added the ability to designate required fields for profiles. An enhancement would be to indicate which fields are required when creating a new profile --- such as an asterisk or red field label to indicate that a field is required. Rather than clicking Save only to find that those fields were not filled in.
37 votes -
Credit card acknowledgement tax receipt for events
Could you allow a different credit card tax receipt template for an individual fund, which is hosting an event and thus needs a template that says only a certain portion of their donation is considered tax deductible? Or, alternatively, allow us to turn off the automated credit card tax receipt for that particular fund? Right now it is an all the same or nothing option for credit card tax receipts.
14 votes -
Docusign Integration
Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.
128 votes -
Separate the closing of the last period of the year from the closing of the year
Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.
Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.
The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000 rows and the export does not work) so it is difficult to provide backup for audit on the missing journal entries.Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.
Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.
The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…53 votes -
HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)
LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?
From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.
13 votes -
Sending emails in csuite
I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.
12 votesA rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
-
Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity
Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.
17 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
23 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
20 votes -
Admin Fees: choose more than one donation type for an Admin Fee
It would be great to be able to choose more than one donation type to charge an Admin Fee to. I have an Admin Fee for 2.5% on each donation that comes into the fund. But it does not pick up internal donations or stock donations. I had to add two more Admin Fee Types to get this done, rather than being able to choose all three from a drop down list.
22 votes -
Moving Advised Donations (Household and Members) Section
May I suggest when looking through a household (or any) profile, in the Donor tab & Donations bucket, the sections for "Donations (Household And Members)" and "Advised Donations (Household And Members)" be flipped so that it is in alphabetical order?
We initially couldn't find the section with a member with a long Donation list
1 vote
- Don't see your idea?