221 results found
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Permit Des Grants Interfund Transfer to same fund
In a DES Grant, allow interfund transfer to the same fund. We have multiple funds that capitalize a portion of their income to capital each year.
1 vote -
Clearer font for data entry and display
In the font used throughout FC, a capital I is indistinguishable from a lowercase l. Uppercase J extends below the baseline (unlike all other capitals), making it virtually indistinguishable from a lowercase J. Please change to a font that does not have letters that look alike.
3 votes -
Sort Grant History by Date in GE/NXT Cloud
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.
11 votes -
Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
EIN for Past Grants
We would like the option to either 1) be able to edit the EIN of past grants or 2) have the system pull EIN based on up to date data (not hardcoded/static data).
3 votes -
Set Initial Invoice Status to Pending when invoice are created in Accounts Payable
Our accounting controls require the CFO to Approve invoices. Having the invoices created with a Status of Approved forces us to take additional steps to switch them to Pending so that they align with our accounting processes.
This is a common control required by auditors and accounts payable has a built-in Invoice Approval utility.1 vote -
Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once…
4 votes -
Add notifications for designated/recurring grants
It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.
7 votes -
Characteristics available as a field in Constituent-based queries
We'd really like to have characteristics available as a field for constituent-based queries. Currently I can only find them in grant-based queries. For example, we are putting a characteristic on the constituent record for recepient organizations that have requested grants by EFT instead of check (this is a work-around for the lack of ability to set payment defaults in individual constituent records in GE, or even better, have them connect to the defaults set in FE; there is another post here on UserVoice about this issue). So, we would like to be able to run a report to see which…
4 votes -
Sticky filters and pages inside batch
The Proposal batch and Check run batch landing pages have sticky filters and pages. However, once inside a batch, the grids there do NOT have sticky pages and filters. I'd like to request the grids inside the Proposal and check run batches utilize the sticky filter and sticky pages so clicking in and out of grants goes smoother.
18 votes -
DES Grant Recipient % are rounded to the whole number
In a DES Grant record, the Recipient Tile rounds the values to whole numbers, thereby masking the actual percentage by recipient value when the % has decimal places.
3 votes -
Make Proposal Title a field available in Check Designation Configuration
For grants that are generated from proposal, I would like to have the proposal title in the Check Designation Configuration.
We often have multiple grants for a single organization. Having Proposal Title in the Check Designation would be very helpful. We currently have to run agreement merges from the proposal because the Title is not available on the Grant record.3 votes -
Grant Payment Type determined by Payment Default on the GL Vendor Record
When creating a check batch in FCG, have the option to let the Default Payment Type on the GL vendor record determine invoice payment type.
We have EFT info for some of our recipients, but not all, so having to select the payment type in FGC takes extra work (looking up default payment method in FE) to make sure payment type is set correctly.3 votes -
MFA verification code via email
On portal and cloud
3 votes -
Time Zones Should Be Clear in Timestamps
When looking at a submitted proposal application, it shows the time they were submitted but doesn't say which time zone. Through testing I found that the timestamp was in Central Time. There should be a way to change the time zone to reflect where the organization hosting the applications is based, not where the server is hosted. If this cannot be done, then the CT should be added to the timestamps to make clear which time zone is reflected in the timestamps.
3 votes -
Safeguards for Save Button (New Grant Generation)
For Foundation Cloud Grants, I ran into the problem twice of having multiple of the same grant generate with unique grant numbers after hitting the Save Button many times. After pressing the save button for the first time, there is delay of 5 to 10 seconds usually between hitting that button and the grant generating so it appears that it is not processing and I hit it again multiple times. However, this clogs up our system with multiple unnecessary grants that need to be deleted later.
Veronica and I met and we were thinking of some safeguards that could be…
4 votes -
Workflow Modifications
In Workflow, if you have a large number of grants to approve, you have to return to the notification icon at the top of the page each time in order to be taken back to the list to keep approving. This is time consuming when you have a lot to get through. If we could set it up so you can move from one request to the next, that would save a lot of time!
4 votes -
Delete Option in Field Builder
Add delete option in field builder. Right now there is only the ability to delete a field in layout view, but it should be available to do in field builder too.
2 votes -
Anything to make fund statements easier to download
It took me 6.5 hours to download our fund statements (never mind the printing, sorting, and mailing). This has been a constant issue and we have gotten nothing resolved.
3 votes -
Auto-populate Search with Last Name
In the Web Processing Queue, in the Web User Information screen, when using the Possible Duplicates-->Lookup, the system automatically populates the Constituent Search-->Name field with both the first and last name the web user entered into the Web User Information fields. However, this leads to not catching possible duplicates because of nicknames or middle initials. I would suggest only populating the field with the last name to catch more duplicates and have cleaner data.
1 vote
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