33 results found
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Invoices - Revenue
Invoice features are really limited and we need to be able to add additional lines and descriptions. QB has templates and once you lay-out your design, you can use it on all invoices from that point forward. I am not sure why we have an invoice feature in NPC if we can't create a great customer facing invoice?
9 votesThanks for the wonderful feedback! A customizable invoice template that can be emailed through correspondence was released on 12/6/2023. Please refer to the release notes for additional information on this new feature. Thank you!
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Opportunity Budgets
Would like the ability to create budgets tied to the opportunity. Client needs to be able to track how funds are budgeted for a grant received, then be able to report that budget back to the funder.
5 votesThe ability to create, view, edit, delete, and print a budget for an opportunity was released on 1/10/2024. Thank you for your feedback!
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Break out Revenue Entry into Multiple Services
Would like to be able to break out revenue entries into multiple services or opportunities (similar to how you can for expenses).
2 votes -
Book and track pledges
The ability to enter, track, make payments on an issue reminders on a pledge is typical for a capital or other large campaign. Could be helpful in attracting larger budget clients.
Workflow might be similar to grants tracking, so could be built similarly. While this is important for fundraising, placed in Accounting because of the important ways pledges have to be tracked for Accounting purposes.
2 votes -
We need to be able to generate an "Income Statement"
We need to be able to generate an "Income Statement" with the information below.
Revenue
Earned
Contributed
-Private Sources
-GovernmentExpenses
-Personnel
-Professional Fees
-Occupancy
-Support
-InterestSurplus/Deficit
1 voteThis is a current option using Account Types. In Chart of Accounts, edit each account and add the appropriate account type to align with this list of categories. Then create a Statement of Activities and select the check box to summarize by account type. Please reach out to support if you have further questions.
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Opportunity Column Configuration Functionality
The ability to configure the columns in the fundraising system like we can in the CRM system. For example, we want to see the funder organization associated with the opportunity when we look through our list of opportunities. When managing many (25+) grants, it is practically essential to be able to see funder and opportunity in a list at the same time. We often have multiple grant opportunities associated with the same funder.
3 votes -
honoree gifts
When a person makes a tribute gift (or in honor of gift) could we give the donor the option of notifying or NOT notifying the honoree? i.e. would you like the honoree to be notified of your individual gift (not the amount because that isn't ethical) or would you like your honoree gift to be kept confidential? That would let the nonprofit know whether it has permission to share the donor's name with the honoree or not.
1 vote -
Keep track of check number based on starting check
This helps to minimize data entry for each expense paid and reduce errors or missing data in payment entries.
5 votes -
Search or filter in CRM- retain results when navigating away from and returning to page
When you manipulate the CRM data using the search or filter options, it would be great if the database retained those search terms or filters when navigating away from and back to the page. When you have several individuals or organizations with the same name, click into the profile, and determine you needed a different record, you have to re-search/filter to retrieve your results.
6 votes -
Unposted Revenue Total
When logging donations in "Revenue" it would be helpful to have a total dollar amount of unposted gifts. This would be an easy comparison of total donations entered and the amount of the bank deposit to be sure that all donations have been included. Currently, I had to manually add up each donation to make sure it matched my bank deposit before I posted them. Thank you.
4 votesTotal selected amount has been added to the Deposit screen. As revenue is selected for deposit, the total amount selected will be updated.
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Ability to duplicate profile information when creating a new profile
Constituents may have the same address as family members/roommates and it would be helpful to not have to copy and paste the information again
3 votes -
Anonymous gifts
There is not an option to flag an anonymous gift. This flag would suppress the donors name when you run a report - this is available in CSuite.
5 votes -
Revenue: Add Check # (or other payment type)
when recording a check; there is not a space to add the check number.
5 votes -
Revenue fields
I'm wondering if it's possible to have all the "Adding Revenue" fields on one screen? (i.e. donor name, date, amount, category, credit account, service, opportunity, etc.) Currently you must go to 3 different screens in order to log one donation. It seems like this process could be simplified and save time if all the information was on one screen.
2 votes -
Ability to change the Email subject in the automatic donor acknowledgement email
RIght now it says "thank you for your order" and that's a bit odd!
1 vote -
Tribute a Donation to "In Memory Of"
When creating a donation, there is not an option to tie it to a Tribute (Memorial, In honor of)
9 votes -
More customization for the donor portal
Would love to see more customization for the donor portal to make it look seamless on our website! The current one looks okay on desktop, but is too wide for mobile users and requires side-scrolling to see all the information.
1 vote -
Rename the "subnational" tag to State/Providence
I was not aware of the meaning of Subnational, and since we're a US client focused company I think we should change this tag to State/Providence.
2 votes -
Eliminating posted gifts from the Add Revenue screen
Is there a way to archive donations that have been posted so that the "Add Revenue" screen only shows current donations that are being processed to be posted?
1 voteThere is filter for unposted revenue entries. The revenue list is simply a list of all revenue entries sorted by date. There are no plans to remove posted entries from the list.
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Financial report formats
The current option appears to be to export to CVS and then format; would be nice not to have to follow this additional step and have reports actually look like financial reports without reformatting
2 votes
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