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Full budget path should be visible in the Payment header section
Currently, the Budget link in the Payment header section only shows the lowest level selected in the Budget. The whole Budget path should be visible in the Payment header section.0 Reviewed: Voting Open
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Export reports with percentage coding values and totals
•Brief Description: Client would like to be able to total Percentage coding totals in a Report or view. •Current Function: Currently, in GO, you can track the totals associated with Percentage coding in Dashboard charts, but these cannot be export...0 Reviewed: Voting Open
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Batch Resolve Payments
2 clients process 300+ grant approvals in a batch. If you approve in a batch you cannot resolve to a budget. This results in 300+ payments that must be resolved individually. In GIFTS ALTA& GIFTS Classic, you can resolve in a batch. GIFTS Onli...0 Reviewed: Voting Open
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Manage electronic fund transfers from BBGM
No description provided0 Reviewed: Voting Open
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Print one check for multiple payments on the same request
The option to print one check when a request has multiple scheduled payments, all of which have same payment date and have been resolved against the budget. This option is available in Classic Gifts and was frequently used by the Kempner Fund. We ...1 Reviewed: Voting Open
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Allow for payment records to have multiple fund values
•Current Function: Currently, Request records allow for multiple entries in the Coding Sheet: Fund - e.g. A request can be made for Discretionary Fund AND Corporate Sponsorship Fund - but this is not true for Payment records. •Desired Function: ...0 Reviewed: Voting Open
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Request ability to delete budget categories or reserve funds that have no children.
Creating the annual budget is a very tricky combination of art and science. If I make one mistake when creating my budget hierarchy, I have no way to correct it. And I never get it right the first time. Consequently I end up with categories and re...1 Reviewed: Voting Open
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Export payments as invoices to Quickbooks
Submitted by: Kathy Gaiser Current Functionality: Client can export payments from GIFTS Online to an .iif file to be brought into Quickbooks. The payment imports as a value of CHECK into Quickbooks, and only as a CHECK. Desired Functionality: Clie...0 Reviewed: Voting Open
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Batch approve requests with local currencies
NEW FUNCTIONALITYClient would like ability to batch approve requests with local currencies CURRENT FUNCTIONALITYRequests with a local currency cannot be approved in batch1 Reviewed: Voting Open
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Display all Reserve Funds during Budget Appropriation step when Approving Requests when negatives are allowed
Recently, a user tried to make a payment and withdraw from a specific fund. The system only prompts the user to withdraw from funds that have a surplus but the client wanted to specifically appropriate the payment to fund A and transfer the money ...0 Reviewed: Voting Open