48 results found
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Separate Description for Allocation Line Items
It would be helpful to be able to put a description for each line item of an expense that's allocated to different account codes. That way we'll know exactly what each allocated $$ was for.
3 votes -
Need a way to identify a vendor's FEDin or SSN
Vendors need to be identified if they require a 1099 (SSN) or their EIN for In-Kind Services or Goods (required by IRS).
3 votes -
NPC purchase card account type
We would love an account type of credit card or purchase card to aid in the purchases, expenses, payments, and reconciliations
2 votes -
NonProfit Core- Copy Budget
Copy an existing budget to use as the template to create a new budget.
2 votes -
Nonprofitcore and Grantinterface integration
When applying to a grant on grantinterface - I have the option to send that grant to Grant hub - would be nice to also have the option to track the grant in NonProfitCore
2 votes -
Multiple File Attachments
It would be great to be able to attach more than one file to an expense. For example, we'd like to attach the invoice as well as the initial quote sheet or other documentation.
2 votes -
Check Memo
We use check memo's so that we can quickly see (i.e. bank statements, or a reference to a period that we are paying for, or a note for the Board so they are able to see that expense goes to "x" line item). Is it possible to do that?
2 votes -
Account Type in Statement of Functional Expeses
In the Statement of Functional Expense report, adding "Account Type" would be useful. We know you can summarize by Account Type, but being able to see the type without this summary would be helpful.
2 votes -
Link to online applications
When creating a grant "opportunity" we have the option to identify the application "type" as online. It would be great to have a place where we can add the link to the online application as well as any other potential references that are web pages and not attachments.
2 votes -
Notes in Reporting
To supplement our Volunteer management needs, we need to use the Notes feature. Our use case is that we link a volunteer to a non-revenue opportunity; the load a note with a label that we need to build for proper visiblity. This is because the NOTE DETAILS would only display when you selected that note. We need to see the 'label' . While not ideal, it will allow us to proceed while we partner with NPC to enrich the volunteer functionality. The MISSING PIECE is the ability to see the NOTES LABEL / TITLE in the Reporting Engine. I have…
2 votes -
Parent program on Import Template
When importing, the template for Program/Services does not support the Parent Program. This enables the proper data to build the structure that you are able to do with the UI
2 votes -
Ability to create tasks from Bounced Communications
When sending bulk emails annually, handling bounced emails is a task that can be assigned easily. Add the ability to add a task for each bounced email from a communication.
2 votes -
Better control order Profile Custom Fields display
The order in which profile custom fields display is based on when they were entered into NPC and if they have been moved to a designation. Consider in the Custom Fields Page, displaying the fields in the order they appear on the screen (including under the Designation heading, if they apply to certain designations) and then allow for arrows to change the order (as in configure columns for the main Profiles search page).
This will allow clients to have the interface they desire in many fewer clicks and without planning in advance.
2 votes -
Task Calendar: View Who It Was Assigned To
On the calendar view of tasks, would like to be able to see WHO the task is assigned to without needing to click on it. Color-coding tasks by staff and color would be great. For example, Meredith = blue. Then, have the progress shown in a green/red/gray tag based on whether the tasks is in progress, completed, or late.
2 votes -
Schedule Emailing Dashboards to Profile Lists
In the Dashboards of NPC, you can schedule emailing, which is great. You have to type in email address to choose who that email goes to, though. Would love to be able to type in a profile LIST, so that the scheduled email goes to everyone on that profile list (that they may have previously created in CRM).
2 votes -
Ticketing
Is there a possibility for a function to take donations while also distributing tickets for specific events or for other purposes. The ticketing function could be for either individuals or tables for big donor gala events down to smaller happy hours or sporting events or even raffles/drawings. So basically, we can distribute a ticket for an event after someone gives a donation OR make it optional to give a donation when someone is obtaining a ticket.
2 votes -
Allow 3-part check format with check in middle position
We have multiple checking accounts and all use 3-part checks with check in the middle; changing to only top check will require new checks at a cost of several hundred dollars
2 votes -
Staff allocations with dates
Allocation tables should include dates for when a new funding source starts and when an existing source ends.
1 vote -
Task reporting
Our organization needs to have the option to run a report of upcoming Tasks. This is a report that we used frequently in GrantHub. The ability to run a report showing upcoming tasks is critical for our grant management. Without this capability, we have to revert back to using Excel to manage our grant report deadlines.
1 vote -
Bulk editing grant date & payment schedule
There should be a way to bulk edit grant payment schedules. Currently, if you bulk update the grant date, it does not adjust the payment schedule and that still has to be done individually. It would be much more convenient if you had the option to bulk update both!
1 vote
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