Settings and activity
68 results found
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91 votes
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Anna Wagner
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9 votesAnna Wagner
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17 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →Anna Wagner
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21 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Anna Wagner
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148 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.
Anna Wagner
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35 votesAnna Wagner
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116 votes
An error occurred while saving the comment Anna Wagner
commented
I may be more of a minority, but I actually like having the fees separated so that we can track what those expenses are. It's simple to sort them out in a report. If you run a custom report under "Donations" and select "Description" as one of your fields, it will list any fee as "Online Donation-Processing Fee Donation" and can be filtered out in C-Suite or Excel.
If this does get changed, could there be an option to keep it as is for those of us who like having the detail of CC fees?
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57 votes
An error occurred while saving the comment Anna Wagner
commented
I love this idea! Other accounting systems use a "13th" period that is only the last day of the year. It allows the accounting/finance department to do all the year end entries in that period and keep the fiscal year open throughout the audit. However, it allows standard monthly data to be closed so fund statements aren't delayed and data integrity is protected with a closed period for the standard monthly activity. For a June year end, for example, you could close June (12th period) which allows you to run fund statements. Then there would still be a 13th period open for the fiscal year to allow entries to be made to 6/30 for the year end process and audit.
Anna Wagner
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This is definitely needed. If you change any fund and then run a report for an earlier period, you have to manually edit the report info, which is not good for data integrity or consistency of presentation. Relying on a person to remember that a certain number of funds changed groups or subgroups after a certain period and then change what is generated from the system is not a reliable way to create reports, especially if you've had turnover.