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2 votes
Gloria Markus
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18 votesGloria Markus
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16 votes
An error occurred while saving the comment Gloria Markus
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34 votesGloria Markus
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17 votesGloria Markus
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3 votesGloria Markus
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2 votesGloria Markus
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1 vote
An error occurred while saving the comment Gloria Markus
commented
For checks/grants/vouchers/deposits/donations/documents and more, each has its own way of listing all the related items. Either 20 items per page or hundreds of items on one page. If there are 20 items per page, I have to advance it every 2 or so pages until I find the item I need and it could be years ago so this is very time consuming. There needs to be consistency and a search field within to search all pages without having to go page by page or be able to view all items or 50 items or 250 items.
Gloria Markus
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30 votesGloria Markus
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24 votesGloria Markus
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1 voteGloria Markus
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1 voteGloria Markus
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1 voteGloria Markus
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23 votes
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Gloria Markus
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6 votesGloria Markus
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2 votesGloria Markus
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2 votes
An error occurred while saving the comment Gloria Markus
commented
A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.
Gloria Markus
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6 votesGloria Markus
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1 vote
An error occurred while saving the comment Gloria Markus
commented
When renewing a term investment, if the maturity date is entered incorrectly, there is no way to edit the date if the actual date is before the incorrectly entered date. This makes the database incorrect and the the fund advisor sees the incorrect maturity date.
Please have a way to edit the maturity date.
Gloria Markus
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3 votes
A custom check report could be used to send out. That way you could add the columns that you would like.
An error occurred while saving the comment Gloria Markus
commented
Please share the steps needed to create this report.
Gloria Markus
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When making an Internal Grant, the Source Fund has a "PDescrption" populated that pulls from the grant. The Destination Fund has no "PDescription" populated.
Instead of editing hundreds of transactions with a description of where the money came from, I would like Foundant to automatically populate the Destination Fund's "PDescription" from something in the grant similar to the PDescrition that is populated in the Source Fund.
This could be having 2 "Descriptions" in the grant or 1 "Description" that populates in both the Source Fund and the Destination Fund.