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2 votes
Zac Smith
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4 votesZac Smith
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249 votes
An error occurred while saving the comment Zac Smith
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14 votesZac Smith
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42 votesZac Smith
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5 votesZac Smith
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6 votesZac Smith
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4 votesZac Smith
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21 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Zac 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.
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
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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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40 votesProposed Idea · 7 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Zac Smith
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28 votesZac Smith
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11 votesZac Smith
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12 votesZac Smith
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10 votesZac Smith
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56 votesZac Smith
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12 votesZac Smith
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69 votesZac Smith
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37 votesZac Smith
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13 votesZac Smith
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Completely agree that this needs to be revisited. This issue is the reason we have not switched from the legacy Fund Advisor portal to the new portal yet. The negative impact on our customer service and internal efficiency would be felt far more than benefits of the additional features in the new portals.