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230 results found

  1. Recurring grants to automatically pull into the Grant Batch each month when they are scheduled to be paid. This would still allow the user to vet the organization before it is set to invoicing.

    3 votes

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    In Review  ·  0 comments  ·  Batch  ·  Admin →
  2. When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.

    3 votes

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    In Review  ·  1 comment  ·  Batch  ·  Admin →
  3. We would like to access our FC data directly in Microsoft PowerBI using a connector, like Blackbaud has. https://github.com/blackbaud/powerbi-connector

    This would permit us to bring our RE, FE, and FC data into one reporting tool, since RE and FE data can already be accessed.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  4. The current HTML-based correspondence editor is missing many key features we need to generate documents that align with our print standards. We need to be able to add headers\footers, justify text blocks, and generally need the basic features of a rich text editor that aren't available in the current editor. If the current editor would even allow us to apply a custom stylesheet with media settings, that would be a step, but the current editor does not meet our needs.

    30 votes

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    In Development  ·  0 comments  ·  Grants  ·  Admin →
  5. Fund Balances often do an initial grouping of data based on Page. Currently if you create a new line item entry in the Fund Statement builder there is no option to enter Page, which can result in errors in the report.

    1 vote

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    0 comments  ·  Settings  ·  Admin →
  6. In FCG, when staff are adding a grant manually, allow them to save a draft of it without filling in required fields. This is a function that exists in classic GE and is extremely helpful. We need this in FCG as well.

    4 votes

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    1 comment  ·  Grants  ·  Admin →
  7. Board Members can be added to Dockets to provide approvals. However, they could decline their approval. FCG considers any submission an "approval", so even "denied" approvals make it look like the docket has been approved. Please enhance Dockets to take into consideration the approval status.

    2 votes

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    0 comments  ·  Batch  ·  Admin →
  8. When new users register in the Portal, staff has the option to deny their roles and delete their web user through the PPQ. When this happens, the option to send the web user an email is not provided. We should be able to communicate to the deleted web user that we denied their role request.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  9. The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.

    Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  10. Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.

    4 votes

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    0 comments  ·  Grants  ·  Admin →
  11. It would be ideal to be able to customize what data shows in the pie chart maybe by fund, or at least by active funds.

    2 votes

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    In Review  ·  1 comment  ·  Grants  ·  Admin →
  12. Incorporate a way to notify staff outside of the system that there are items that need addressed? Historically, our portal use by donors has been very limited, having someone constantly logging in and checking, is helpful but having an email sent to notify of the actions pending would be more productive.

    5 votes

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    0 comments  ·  Grants  ·  Admin →
  13. Currently when submitting a docket to the committee for review, we must navigate away from the docket screen and into the queries screen to generate the correspondence to the committee. This step seems longwinded, as there is a button within the Docket screen for "new batch correspondence", which we currently use to generate grant recipient letters.

    We would request that an option under "template" within the "new batch correspondence" button, be added. We would like an option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen under "template" within the…

    5 votes

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    0 comments  ·  Other  ·  Admin →
  14. Can you please add a pie chart that shows grants that are submitted, processed and created like it is in GE Classic?

    1 vote

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    0 comments  ·  Other  ·  Admin →
  15. Can you please add a print button to the grant screen so we don't have to screenprint? Thank you

    1 vote

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    0 comments  ·  Grants  ·  Admin →
  16. Recommend developing functionality so users can schedule reports to be run and emailed to a user group (a la FE NXT and forthcoming RE NXT functionality).

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  17. In scholarship reviews, more fields should be available for query. For instance, when I asked for the addendum names to be pulled into a reviewer score query so that I could make awards, the names were not available. Fund names and Addendum names need to be available to pull in.

    1 vote

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    0 comments  ·  Reviews  ·  Admin →
  18. In GE/NXT Cloud the Grant History is sorted newer to older, but Proposal History is sorted older to newer, and you can't sort by columns. Please make this consistent (newer to older) and allow users to sort columns.

    12 votes

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    Backlog  ·  0 comments  ·  Grants  ·  Admin →
  19. We'd like the option to add specific application fields to the Submitted Proposal Apps grid. We currently have "Category" as a field in our application and we'd like to be able to view this information in the grid and be able to filter all the applications by it.

    2 votes

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    In Review  ·  0 comments  ·  Online Apps  ·  Admin →
  20. Percent Data Type requires users to enter a value between 0 and 1 for a percent to show correctly. i.e. if you enter 0.5 into a percent field it will display 50%. This is confusing for applicants as they are filling out applications.

    4 votes

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    0 comments  ·  Online Apps  ·  Admin →
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