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  1. 6 votes

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    Matt Greer supported this idea  · 
  2. 8 votes

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    Matt Greer commented  · 

    We run into this issue all the time. It would be great if you could change the fund group at a specific date and not have to make all the journal entries and money movements associated with setting up a new fund.

    Matt Greer supported this idea  · 
  3. 79 votes

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    Matt Greer supported this idea  · 
  4. 15 votes

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    Matt Greer supported this idea  · 
  5. 16 votes

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    Matt Greer supported this idea  · 
  6. 7 votes

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    Matt Greer commented  · 

    Fund Stewards should receive email notifications when a grant request is made for one of the funds they steward. Currently you must check the Grant module for any incoming requests or be set up as a fund advisor on the fund to receive notifications.

    Matt Greer supported this idea  · 
  7. 35 votes

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    Matt Greer supported this idea  · 
  8. 2 votes

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    Matt Greer shared this idea  · 
  9. 62 votes

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    Matt Greer supported this idea  · 
  10. 74 votes

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    Matt Greer supported this idea  · 
  11. 32 votes

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    Matt Greer supported this idea  · 
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    Matt Greer commented  · 

    Include a number for the Tribute bucket showing there are tributes that need to be notified. It is easy to overlook this when the Receipt bucket has numbers but Tribute doesn't.

  12. 119 votes

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    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Matt Greer supported this idea  · 
  13. 91 votes

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    Matt Greer commented  · 

    This not only affects the history of the fund but also affects the administrative fees and the spending policy.

    Matt Greer supported this idea  · 
  14. 19 votes

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    Matt Greer commented  · 

    This would be very beneficial to our organization.

    Matt Greer supported this idea  · 
  15. 224 votes

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    Matt Greer supported this idea  · 
  16. 24 votes

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    Matt Greer supported this idea  · 
  17. 45 votes

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    Matt Greer supported this idea  · 
  18. 50 votes

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    Matt Greer supported this idea  ·