Settings and activity
150 results found
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3 votes
Susie Lotreck
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5 votesSusie Lotreck
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4 votes
An error occurred while saving the comment Susie Lotreck
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10 votes
An error occurred while saving the comment Susie Lotreck
commented
Font is very hard to read. The general consensus from our team is a strong dislike for the new look. Where have folks been providing feedback? I must have missed seeing idea posts on this!
Susie Lotreck
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85 votes
An error occurred while saving the comment Susie Lotreck
commented
Additionally, please add Payment Date field to the "Create Grant" screen. It can be optional, similar to the Decision Date field.
An error occurred while saving the comment Susie Lotreck
commented
Please add this option to the grants area menu, between "Edit Decision Date" and "Set Grant Type" (see attached image for reference).
Why This Matters:
From an accounting perspective, the grant date drives when the expense is posted to the GL. However, grants are scheduled for payment on a future date.. not the same date as a grant date. Currently, we have manually edit the payment date grant when it is created grant by grant. There is not an option to enter a payment date when a grant is created.A bulk edit option is critically needed as it would save significant time and make it most efficient for pulling grant payment files to submit to the finance department.
Susie Lotreck
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2 votesSusie Lotreck
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39 votesSusie Lotreck
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39 votesSusie Lotreck
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3 votes
An error occurred while saving the comment Susie Lotreck
commented
This would save so much time with external financial reporting
Susie Lotreck
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33 votesSusie Lotreck
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97 votesSusie Lotreck
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An error occurred while saving the comment Susie Lotreck
commented
This is highly critical issue.To date, in FIMS and now CSuite, our CF has closed out fund, transferred to new fund and add notes to state new fund is from a fund conversion and also use a custom field to note the new fund is sourced from a fund conversion. Not only do we lose clear audit trail of the fund's donation/grant history. More importantly, the distribution calculation on this new fund is not accurate since the system doesn't have 20 quarters of fund balances. They live back in the retired fund.
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81 votes
An error occurred while saving the comment Susie Lotreck
commented
Yes, please implement!
Susie Lotreck
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33 votes
An error occurred while saving the comment Susie Lotreck
commented
Can we get this implemented ASAP?
An error occurred while saving the comment Susie Lotreck
commented
We capture Establishing Gift Amount when creating a fund. It is critical to have the option to select custom field type = number/amount.
Susie Lotreck
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14 votes
An error occurred while saving the comment Susie Lotreck
commented
I like the new quick reference option
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60 votesSusie Lotreck
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42 votes
An error occurred while saving the comment Susie Lotreck
commented
A must!
Susie Lotreck
supported this idea
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An error occurred while saving the comment Susie Lotreck
commented
Please prioritize implementing this change. If other text fields in the profile area, are exportable, it doesn’t make sense that one can be exported in a custom report and the other cannot. This inconsistency limits our reporting capabilities and creates unnecessary and inefficient workarounds. Thank you!
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7 votes
An error occurred while saving the comment Susie Lotreck
commented
A must!
Susie Lotreck
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13 votesSusie Lotreck
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17 votesSusie Lotreck
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9 votesSusie Lotreck
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Agreed! The note published today indicates the setting is controlled by the individual user but that is not the case. My team asked me to turn it off right away.