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5 votes
Susan Lotreck
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18 votesSusan Lotreck
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30 votesSusan Lotreck
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26 votesSusan Lotreck
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7 votesSusan Lotreck
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30 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck
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28 votes
An error occurred while saving the comment Susan Lotreck
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5 votesSusan Lotreck
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5 votesSusan Lotreck
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4 votesSusan Lotreck
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36 votesSusan Lotreck
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147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
An error occurred while saving the comment Susan Lotreck
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This is critical! It looks poorly upon us that we can't provide a fund statement with the school name in the grant detail. The vendor is the School so why does that name not populate? I was really hoping this issue would be resolved before this scholarships are awarded. Thank!
An error occurred while saving the comment Susan Lotreck
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Thrilled to see this moves to status of "under consideration". I hope this can be implemented by the time we need to run 12/31/2023 statements
An error occurred while saving the comment Susan Lotreck
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Is this an enhancement that can be implemented in the next release?
An error occurred while saving the comment Susan Lotreck
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This is absolutely critical. I was not aware that this was an issue. We are in the process of printing all designated fund statements in the next two weeks so I am glad to know to know about this so those statements can be adjusted.
Susan Lotreck
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65 votesSusan Lotreck
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90 votesSusan Lotreck
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14 votesSusan Lotreck
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12 votesSusan Lotreck
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7 votesSusan Lotreck
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31 votesSusan Lotreck
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33 votes
An error occurred while saving the comment Susan Lotreck
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This is one of the reasons we turned off the function allowing fund advisors the ability to change profile information in the FA portal. It would terrific to have this idea implemented so we could turn that back on.
Susan Lotreck
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29 votesSusan Lotreck
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Glad to see this has moved to the proposed idea status. In addition to having a column with the total calculation that the fee is being processed on. It would be great to have the blended fee rate display as well as from the grad. admin schedule.