Settings and activity
5 results found
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65 votes
Britani Merritt supported this idea ·
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202 votes
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119 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
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71 votes
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45 votes
When processing an internal or external grant, there should be an option to turn off the grant letter template. Most of our external grants need letters pulled, however, about half of our internal grants (and an occasional external grant) do not need letters. With the update made on 1-18-23 we can turn it off but that would turn off all letters, right? We need an option to turn it off when it's not needed but keep it on when it is. Just like with the tax receipts. There's an option to turn off the tax-receipt. Why can't we have that option for grant letters as well? Otherwise, with the new template process, we have to go in and mark all those unnecessary letters sent whether we need them or not. Before the update we just wouldn't pull them. Now we have tons of pending documents sitting there unless we go in and mark each one sent one at a time. It's ridiculous.