Settings and activity
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3 votes
Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
Zac Smith
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7 votesZac Smith
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9 votesZac Smith
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9 votesZac Smith
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9 votesZac Smith
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9 votes
The additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.
Zac Smith
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16 votesZac Smith
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4 votesZac Smith
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3 votesZac Smith
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3 votesZac Smith
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15 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Zac Smith
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2 votes
Here is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
An error occurred while saving the comment Zac Smith
commented
Thanks for the help article link, Holly. While this may get us the reporting from the profile, it involves a reasonable amount of additional entries that we wouldn't want to sacrifice efficiency for in this case. Also, if we did not want to make a profile record for every vendor we make a credit card purchase with (say for a minor purchase at a vendor we likely wont return to), it seems like this method may get a bit confusing with some liabilities entered and some not.
Zac Smith
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26 votes
An error occurred while saving the comment Zac Smith
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This would be very helpful to us as well. The task/note type field is not enough to track the combinations of interactions we are noting on profiles and other records. We unfortunately have an additional form outside of CSuite to supplement some of the needs here, so custom field options simplify the recording process and reporting process.
Zac Smith
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5 votesZac Smith
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30 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Zac Smith
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4 votesZac Smith
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8 votesZac Smith
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3 votes
Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.
Zac Smith
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3 votes
The list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.
Zac Smith
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28 votesZac Smith
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This is very important to us as well. We ran into this being an issue when we linked a donation to a pledge that was for more than the remaining pledge balance. It immediately increased the pledge total and we were not able to reverse it because of this restriction.