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11 results found

  1. 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

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    Proposed Idea  ·  1 comment  ·  Accounting  ·  Admin →
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  2. We would love an account type of credit card or purchase card to aid in the purchases, expenses, payments, and reconciliations

    2 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  3. Copy an existing budget to use as the template to create a new budget.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  4. Please build an integration with banking no different than the functionality supported by Quickbooks. EVERY CLIENT HAS A BANK ACCOUNT! This activity is repeated every month by every client. The ability to MATCH and assign accounts, program/services & opportunities should be designed to facilitate full posting information.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Accounting  ·  Admin →
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  5. I'd like to expand/collapse in Budget reporting just like we can in other reports.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Accounting  ·  Admin →
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  6. Ability to hide accounts that are inactive [accounts that got pulled over for historical purposes, but we do not actively use them anymore].

    4 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  7. We use our check stubs in multiple areas and do not necessarily have it attached to an invoice - the name of the Vendor does not print on the stubs that we keep. We will have to hand write it and when processing a batch of 30-40 checks at a time, that will be time consuming. Is it possible to add that field to the stub?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  8. 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

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  9. 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

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  10. When entering individual donations they do not appear to show up in the order they were entered. This makes it difficult to follow and compare what has/has not been entered. For instance, I just entered two donations. One appeared at the top of the list and the other was found down below in the middle of posted donations. It would be ideal to have the donations show up in a sequential order based on the order in which they were entered. Thank you.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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  11. When I'm using allocation tables, I want the ability to allocate the amount by dollars instead of percentages. This will be important as I allocate funds from different grant amounts I receive.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Accounting  ·  Admin →
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