48 results found
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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 -
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 -
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 -
NonProfit Core- Copy Budget
Copy an existing budget to use as the template to create a new budget.
2 votes -
All filters for all custom reports
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 -
Nonprofit Core login timeout
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 -
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 -
Allow for Custom Configurations by Task
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).
3 votes -
Types - Make them easier to change
Would be nice to be able to change a Type after the fact without having to unpost then repost all related transactions. would be helpful especially for new users who may be figuring out over time how to ideally configure their systems.
1 voteAccount type can be edited without unposting anything. If you have an example of this not working, could you please share it with our team so we can investigate. Thanks!
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Tasks
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 -
Hiding inactive accounts
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 -
CRM Revenue Summary
With a significant amount of our revenue is gathered via an Auction, we need to see details via the Revenue Summary in the CRM Profile. Understanding the challenge as your UI design being extremely constrained for viewing these linked data components via the profile, I am proposing more 'expand' features to reveal these details. I have created a mock up ... with actual example data.
1 vote -
Budget Reports - Expand/Collapse
I'd like to expand/collapse in Budget reporting just like we can in other reports.
4 votes -
Vendor name on Check Stub
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 -
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 -
Drill into Expense/Revenue from Profile
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 -
Accounting Custom Fields
Would like to add custom fields to revenue/expense entries. Use case scenario: adding a checkbox for "Thank you send?" to keep track of each donation revenue entry and whether or not a thank you has been communicated with donor.
1 vote
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