19 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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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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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 -
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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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 -
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 -
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 -
Campaigns are not available
Campaigns are used especially when capturing and tagging income from a single event. Available in CSuite but do not see this option in NPC?
1 voteOpportunities in NPC will be used to manage campaigns, events, grants, etc. This is the equivalent of Campaigns in Community Suite.
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Sub-accounts on General Ledger
When creating a General Ledger account you cannot set up a sub-account
2 votes -
Transaction Ledger vs. General Ledger
The current General Ledger is formatted as a Transaction Ledger. We need a true General Ledger format in NonprofitCore, grouped by account with beginning balance and ending balance.
1 vote -
Profile search and drill-down in Accounting
In the Accounting Section “Profiles”, there is no option to search. Also, when you select a profile, nothing happens so not sure what this is for?
1 voteThe profile menu in Accounting has been removed. Profiles can be searched and viewed in CRM- Profiles.
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Delete deposit
Made a deposit but it was incorrect, unposted in “Revenue” but there is no option to delete altogether
1 vote -
Account Numbers on Donation Entry
When creating a donation, General Ledger account numbers are not visible in the “Revenue Account” field nor can you search by account number
0 votesAccount Number is now displayed along with Account Name anywhere account is available.
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Leading zero on "amount" - requires deleting
When creating a donation, there is a leading zero in the “Amount”
field that requires deletion before you add the donation amount0 votesWhen creating a revenue, 0 will show in the amount field but it is replaced as soon as you start typing the amount. You do not have to back it out first.
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