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  1. We often have recurring tasks. It would be helpful to be able to import them from Excel, similar to how we import profiles or notes.

    1 vote

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    0 comments  ·  Grant Management  ·  Admin →
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  2. When creating custom reports, you should be able to create a custom donor report (not just adding filters to the default), and all custom reports should have the same filters available. Attempting to create custom reports with all the data we need within one report is sometimes impossible because not all report topics offer the same filters.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. Current configurations apply to all tasks (Example: setting an email reminder for an approaching due date). It would be great if I could set custom configurations by task or types of tasks (reports = reminder 30 days out, general tasks 15 days, etc).

    4 votes

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  4. 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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  5. Allocation tables should include dates for when a new funding source starts and when an existing source ends.

    1 vote

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    0 comments  ·  Accounting  ·  Admin →
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  6. 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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  7. 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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  8. Would like the ability to drill into the expense/revenue record from the profile cards. For example, I'm looking at an Org profile and am looking at the expense card. I want to be able to click on an expense and be taken to that record in accounting.

    5 votes

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    Under Consideration  ·  1 comment  ·  CRM  ·  Admin →
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  9. 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

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  10. 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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  11. currently have to upload each file separately, one at a time, from a folder on my computer. Would be nice to drag and drop.

    5 votes

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  12. 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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  13. For recurring tasks, please create functionality to be able to duplicate existing tasks then modify as needed rather than having to recreate them over and over.

    3 votes

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    Planned  ·  1 comment  ·  CRM  ·  Admin →
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  14. 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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  15. 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

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  16. 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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    0 comments  ·  Grant Management  ·  Admin →
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  17. This is more general than specific to Accounting. There appears to be a timeout for inactive login sessions. I want the screen to change or present a prompt box when I've reached the timeout. I know I need to refresh my login only when I realize things aren't behaving normally.

    1 vote

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    0 comments  ·  Accounting  ·  Admin →
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  18. 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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  19. 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

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  20. 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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