48 results found
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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 -
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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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 -
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 -
Custom CRM fields in Communication Templates
PLEASE! It's the reason we add these is so that we can use them through out our workflows and processes! Communications need the ability to add any custom-defined field from CRM or Fundraising. This functionality would eliminate 3 manual processes and an entire system from our technology footprint.
1 vote -
Event may NOT be a Fundraising Opportunity
We will be utilitizing the event as a major type and different Opportunities to define the segment of the event the volunteer participated in for that event. It's critical that we understand the various portions a profile attended for donor management.
1) If you donate at an x level, you receive the opportunity to participate in our major event. Or, you receive "Y" number of opportunities at a higher level of donation.
* We need to track the participation for either limiting or enhancing the funding requests in future opportunitieswe are using the NOTE field for know is a…
1 vote -
Duplicate profiles report/process
As clients import revenue from outside sources (e.g. ticketing software) and as donation hub entries are processed, the potential for duplicate entries increases. Good data practice is to review duplicates regularly, so creating a standard report within NPC or with GoodData that identifies potential dupilcates will help clients be better communicators and donor stewards.
1 vote -
Expense Tags in Email Templates
Be able to put expense-related tags in email templates. Line items, expense amounts, descriptions, etc. This is so that clients can send "proof of payment" to the profiles they send expenses to.
1 vote
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