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Allow donor to opt out of automatically generated tax receipt from online donation
Please allow an online donor to opt-out of automatically generated tax receipt and/or allow fund advisor to opt-out of donations they make to their own fund.
5 votes -
Make Designations and Unmake
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete in the left menu, it brings me back to the list of nonprofits. This feels wrong and feels like it needs to be fixed.
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete…
2 votes -
unused "create grant request" button
When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).
The page is .../portal/fundadvisor/grant_request
"CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.
1 vote -
Implement Template Logic for the Yearly Tax Receipt
Please introduce template logic for the Yearly Tax Receipts. Currently, you must change the default in order for the Yearly Tax Receipt to generate a different template.
It would be great if, like the normal Tax Receipt, the Yearly Tax Receipt template was able to be configured to discern when the system should use it. This would be achieved by including the options for assigning logic to the template (payment method, donation type, etc.).
1 vote -
Bulk delete grants...please!
We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?
3 votes -
Campaign Main Page
Currently when you are on the Campaigns main page, you have to either search for the campaign or click on "list" on the left hand side to select the campaign you want to look at. I wish this page had the campaigns already listed so you could select right there and not have to go to another page. It would be a lot easier and a lot less clicks to get to where you want to go.
3 votes -
memo line on grant checks
Please move the creation of the memo line from the Grant Payment Schedule section to the initial creation of a grant, similar to the voucher creation. It is not intuitive to have the memo line where it is now.
6 votes -
Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
6 votes -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
1 vote -
Fund Advisors Field for Grants
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want to be credited as such.
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want…
3 votesThere is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
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reference
Voucher Reference Numbers - please either allow duplicate reference numbers in a voucher and/or pop up a warning when entering the voucher that it is a duplicate and then allow a bypass. When we pay certain bills (phone bill, insurance, etc.), we put our account number in the reference number spot which is appropriate in those cases and doesn't change from year to year. Not every payable has a different invoice number each time.
5 votes -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
1 vote -
Parent Org Unable to View Child Org Details in Portal
We utilize the parent and child org relationship quite a bit in our system. In CSuite, when you review a parent org's grant history, all grants received by both the parent and child are listed. It does not appear to do the same within the portal. When the advisor for the parent org logs in, only those grants received by the actual parent are listed. This means a separate log in would be required for each profile within the parent/child family....and often this would be the same person. It would be great that a single log in as the parent org allows you to view ALL details falling under the family unit. Thanks for the consideration :)
We utilize the parent and child org relationship quite a bit in our system. In CSuite, when you review a parent org's grant history, all grants received by both the parent and child are listed. It does not appear to do the same within the portal. When the advisor for the parent org logs in, only those grants received by the actual parent are listed. This means a separate log in would be required for each profile within the parent/child family....and often this would be the same person. It would be great that a single log in as the parent…
1 vote -
Add File Category column to Portal
When files are shared with Fund Advisors or other within the portal, display the File Category name as it's own column beside the Description field or beside the date to allow an additional sort option and descriptor.
2 votes -
Ability to customize posted voucher screen to include custom fields
When viewing the voucher screen, it would be nice to be able to customize it to your own viewing needs. As a person who is paying the vouchers, perhaps I would like to see what type of payment we are issuing. We have set up the custom field to include various payment types including ACH, direct pay, autopay, check, etc. but have not way to see this information other than filtering the screen to see just one at a time. A customized screen would alleviate those additional steps.
2 votes -
check box to include zero balance quarters when calculati
Could you add a check box to include zero balance quarters when calculating Average trailing Quarter balance when establishing fund fee types?
1 vote -
Alert banner breaking words
The alert banner automatically breaks words when the page gets resized. It isn't possible to edit language in the banner so that when the browser is resized, the words stay together -- it automatically moves characters to the next line. See example attached
3 votes -
yearly tax receipts
Can a check number field be added to the yearly tax receipt template field list?
3 votes -
Service Areas - International
Please open the city/state field under service areas to international orgs or provide an Other field to enter a different value. We have parishes in our country, that we would like to be able to add.
6 votes -
fund statement permissions
It would be helpful to have the ability to choose different fund statement types for Fund Advisors who advise on multiple funds.
Example: John Doe's statement type is set to online. He is a Fund Advisor for Doe Family Fund and Designated Fund for ABC School. John needs to be able to view online information and make grant recommendations in the fund advisor portal for the Doe Family Fund. He needs to receive an emailed statement for the Designated Fund for ABC School but because of his role should NOT have access to see fund information online.
5 votes
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