Bryan Geary

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  1. 61 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Bryan Geary commented  · 

    This is possible if the donation is split by using profile payments. So if the donor sent 100 as 4 25 dollar tributes, you could enter a profile payment for the $100 and then create 4 donations under it, each with a different tribute. Only the first tribute would automatically show on the donation letter however, So that would need to be added to the #foreach item area as an available field.

    Does the case exist where the same donation is really for multiple tributes (i.e. this 100 is not 4 25 donations, but a 100 donation that really applies to three different tributes as 100 dollars)?

  2. 40 votes

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    4 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Bryan Geary commented  · 

    So Fund Advisor is our area for giving them any access to the portal which would be very tough to change. Would being able to hide the fund advisor list on the portal resolve this for you? And if so, would it be best at the system level (for everyone) or on a fund by fund basis?

  3. 20 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 16 votes

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  5. 13 votes

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  6. 17 votes

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    5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Bryan Geary commented  · 

    Here's what I'm hearing the revamped total area should look like,

    Total Checks:
    Total Deposits:
    Total Fees:
    Total Interest:

    With an ongoing variance area as you reconcile for what is left in each bucket.

    Seems to be a lot of interest so will put this into the roadmap, but still open to other details if this isn't what everyone is after.

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    Bryan Geary commented  · 

    The current calc area could be revamped to be just the totals for the transactions in the display or we could add the debit and credit totals for the lines on screen in the calc area. Which option is preferred?

  7. 19 votes

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    6 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Bryan Geary commented  · 

    FIMS only has gifts as an entry method, so non-gift amount was recorded as a separate line on a gift whereas CSuite has a separate AR module, so gifts should be in donations and non-gifts should be in AR. It creates a cleaner separation in reporting as donations (gifts) are always gifts and there is no need to filter non-gifts out.

    The process in CSuite goes like this.
    1. Make a donor a customer in profile (only one time - not needed for every invoice)
    2. Go into customers, find the donor and create an invoice.
    3. Post the invoice.
    4. Create a payment.
    5. Apply the payment to the invoice and post.

    But that is a lot more steps than taking a donation. Would it be useful to have a streamlined non-gift entry within the AR module that would combine those steps?

  8. 2 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Bryan Geary commented  · 

    Thanks for the question Vonda. Outcomes is a really broad topic and we definitely are in discussions as to how we can best support results based granting. That would include things like how to handle it in a way that helps the grantees and "right-sizes" the level of reporting required from a grantee in proportion to the grant (for instance, a $500 grant shouldn't have $1000 worth of reporting requirements) as well as how to help internally manage the reporting and information gathering for the grantmaking organization. But we are definitely not in a place to discuss specifics in terms of what functionality would be available and when it would be available at this point.

    However, I would be really interested in hearing from you what your highest needs are in that regard and especially if there are items that you think make sense in CSuite rather than GLM. Feel free to message me directly if you want to discuss those needs in more detail.

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