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Allow unique funds to have their own Fiscal Year settings
•Current Function: On our GIFTS Online sites, users may specify the Fiscal Year setup, which applies to all Requests •Desired Function: A client recently requested that we allow the Fiscal Year settings to apply to unique funds as an option rath...1 Reviewed: Voting Open
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Assign multiple fiscal years / budget items
•Current Function: Currently for Requests and Payments, only one fiscal year and one budget item can be assigned to one record •Desired Function: A client requested the ability to assign multiple fiscal years and budget items to requests and pay...0 Reviewed: Voting Open
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Toggle between making G/L Account codes optional or required for the A/P Export to Great Plains
•Current Function: Currently, A/P will not commit to the export of payment files to a Great Plains-compatible file unless G/L Account codes are provided in the Payment records •Desired Function: The client would like to be able to toggle whether...0 Reviewed: Voting Open
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Retain Fiscal Year Field for Declined Request Records
She would like to run a report involving Declinations based on Fiscal Year. Presently, when Requests are Declined the Fiscal Year Field is cleared. -
Ability to update budget item to less than amount appropriated
Submitted by: Robyn Parker Current Functionality: When updating the budget, if the updated amount is less than the appropriated amount users will receive an error. Desired Functionality: Client would like to be able to update their budget to be le...1 Reviewed: Voting Open
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Schedule budget reports in Gifts Online
Submitted by: Min Yoo Enhancement Request: Brief Description Client would like to be able to schedule budget reports in Gifts Online Current Functionality: You can schedule ad-hoc and standard reports, but not Budget reports Desired Functionality:... -
Project title included with Name on only report for Budget Module
The standard (and only) report available with the Budget Module has the Org name - Project Title in a single field. This is problematic, as it causes the report to appear messy and hard to read. Being that it is a Budget report and not a Grants re...1 Reviewed: Voting Open
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Reviewer portal: Provide a dashboard of budget information to the decision maker/reviewer
To easily allow the reviewer to login to the reviewer portal and understand how much is available to allocate across their programme and visuals (dashboards).0 Reviewed: Voting Open
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We should be able to open up a "lowest-level" budget item list in the workspace when viewing that list in a Budget Summary web part in the Dashboard.
I frequently have a need to export a list of budget line items (appropriations) out of a specific budget reserve fund. There is no way to do this in GO, expect by exporting the full budget from the Budget module. Once the list of line items (appro...0 Reviewed: Voting Open
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Adjust payment dates for future fiscal years
Currently we are unable to adjust scheduled dates for payments in future FYs. It is not uncommon for our multi-year grantees to request extensions that adjust the grant term and, consequently, payment schedules. Or even simply to correct a date er...0 Reviewed: Voting Open