60 results found
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FCG to FE-Allow Grants to be marked as Pending instead of Approved for payment
Allow the option for grants to flow from FCG to FE in Pending status instead of approved status so that finance can make the last approval before payment is sent.
4 votes -
Add links to open RE/FE NXT (CRM/Financial) at the top toolbar
Add links to open RE/FE NXT (CRM/Financial) at the top toolbar, right next to the connect/disconnect items
7 votes -
Designated Grant History "Order"
The designated grant "Parent" record lists the grant history in order of oldest first. We have been using this function in GE Classic for a very long time and some of our parent records have hundreds of grants. The arrow up/down to resort by date DOES NOT WORK. Since it only displays 8 grants per screen, the forward and backward arrows are not efficient for a user. The page forward > only moves 1 page at a time after the 5th page, you've also missed an opportunity with not having a return to 1st< or go to end> option. This…
4 votes -
PLEASE ADD IN THE GRANT SEARCH FILTERS THE WORD "CONTAINS" THIS WOULD BE SO HELPFUL!
Please add the word "contains" in the filter search for searching for a grant. Thank you
6 votes -
Automated "report due" or "report late" emails to grantees
Incorporate the ability to schedule an automated email to notify a grantee of an upcoming report due (or past report due) at the time the award is made. Ex: While awarding a grant, the grants admin can send the award notification, assign the report(s), and schedule automated emails for report reminders.
18 votes -
Export grant feature missing designation
Grant History export missing critical field = the designation.
4 votes -
Synchronize Grant Fund Changes to Payment Fund Components
After grant and payment creation, an FCG user is able to change the funds available on the grant. They can choose to add, update, or remove the Fund from the grant. These actions do not keep Payment Fund Components aligned, however, causing data inconsistencies (A payment fund component could have a fund that is NOT present on the grant).
I would like to see 1 of the following -
Validation during check run processing to ensure all funds present on the grant payment exist on the grant. Do not allow check run processing if a fund is present on the…3 votes -
Grants Grid columns should all be available as filters
Recommend updating the grants (& other FCG Grids) so that any column can also be a filter. For example, on the Grands Grid you have a column for the Fund Number but you cannot filter by fund number. This should work like it does in RE/FE NXT Lists where filters and columns are all equally available.
4 votes -
Auto Rounding on Designated Grants Recipient Amounts
FCG only rounds 2 decimal places when dividing percentage among multiple recipients. i.e. if you have a designated grant set to distribute 5% of the cash available by 3 recipients, and assign each recipient 33.33%, FCG does not recognize these figures as totaling 100% because it rounds to only two decimal places. If you increase 1 recipient percentage to 33.34%, FCG will let you generate grants, however the grant amounts are not equal. The only workaround for this it to calculate 5% of cash available outside of the system and set the designated grant calculation to total amount for all…
4 votes -
We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page
We would like to have the Grant details section to have two boxes for Anonymous grants, A box to specify if the fund id anonymous and a box for if the donor is anonymous.
Currently the grant details section only has a box to specify it is anonymous, but it doesn’t break it down. The Grant Recommendation page currently has this option.
It would be more efficient to have both boxes also present on the Grant details page.8 votes -
Align Amount Fields on Grants
Currently, there are a TON of Amount fields on a Grant record.
Grant - Amount/Adjusted Amount
Fund - Amount/Adjusted Amount
Payment - Amount/Adjusted Amount
Payment Component - Amount/Adjusted AmountThere are times when these fields no longer align, causing discrepancies in reporting. The number of amount fields feels excessive and it is a pain to try to keep them all aligned with each other. Can this be simplified in any way?
2 votes -
Please add another choice to the online grant request screen filter to be able to look at created and submitted grants at the same t time
can you please add another filter to the online grant request screen to be able to view the status of more that one at the same time. Need created and submitted grants to both pull up together. Thanks
1 vote -
Missing Check Run Link - enhancement
Once payment added to a check run, looking at the grant, the summary only shows STATUS: Check Run Batched. Would be beneficial to have 'link' to the batch in this summary section. Otherwise, the user has to go to Batch>CheckRuns>open batch which is a slow performer and takes 1-2 minutes each time. Time gobbler if the user wants to review several/all grants in a check run for whatever reason.
1 vote -
Boxes: Size small/light font
Under the Designated Grant Recipient tile, the Active box is so tiny and light, it is incredibly hard to distinguish if checked or not. Would be better with a colored check mark instead of gray.
Same goes for the Constituent summary where any of the following boxes could be checked: Recipient, Payee, Applicant, Requires Fiscal Sponsor, etc.
2 votes -
Check/Invoice numbers should look like hyperlinks
For grant payments, change the formatting for the links to the financial system 1) Invoice and 2) Check look like hyperlinks (blue, bold, something clear). Right now they look like plain text and during testing/training we had multiple users think that there were no links to those financial system transactions on this screen.
2 votes -
NTEE Condensed List - Characteristics
Select a Characteristic Code list would be helpful if there can be an option to condense to the first alpha level and user not having to scroll down through hundreds (i.e., A01, A02, A03 to get to R)
1 vote -
Media Name Field
+Add Media has no field to describe attachment. Our file naming convention is driven by our retention policy and does not include the description. If I want to specify that the attachment is the 'request' or 'school change', 'stop payment',etc. and this would be a huge benefit if someone has to review and open multiple attachments to find the one, rather than being able to tell which is which.
1 vote -
Import from Documents: Correspondence functionality NOT CLEAN
I did a lot of correspondence templates, and request you revisit the functionality of the "Import from Document". It appears correct, but it doesn't produce a clean copy (Source) and has lots of extra coding which seems to cause spacing problems (soft return vs. hard return). I cannot get a single line return; it is always 1 1/2 which is not the desired look for an address which you want stacked and not large spaces between. The work around I found is not to use the Import from Document function, but to copy and paste the Document format into the…
1 vote -
Allow ability to select Grant Type through Designated Grants
When generated grants from a Designated Grant, it always creates a standard grant. The dropdown of Grant Types when adding a recipient consists only of Standard Grant Types.
Can this be enhanced to allow you to pick a Scholarship Grant type?
1 vote -
Add profile/custom fields to funds/constituent records so they also can be inherited
We think custom fields aka profile fields should also be on Fund and Constituent records. This way those records could have more robust data and then those fields could also be inherited by grant or proposal records, the way that characteristics are.
2 votes
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