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Introduce org-level default payment types
We currently have two payment methods; cheque and electronic, with cheque being our global default payment type. Once our grantees are set up with electronic payment all future payments for them will go electronically, however as there is no abili...0 Reviewed: Voting Open
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Add Gauge as a Dashboard part
I want to create a Dashboard part that shows the remaining amount needed to reach our payout goal. I know the Budget module would give me this feature, However, we operate with a very efficient small staff and have no outside reviewers or external...1 Reviewed: Voting Open
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Add Budget Endpoints to API
There have been frequent requests to add API endpoints for Budget related data. Allowing for updates, appropriation, etc. from an external source would help many clients achieve their goals.0 Reviewed: Voting Open
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Resolving a Payment within the Request
In Classic, if a request was more than what was budgeted, we could use the balance and pull funds from another budget. Now, you have to go out of the request, go to Financial, click Budget, do the transfer, go back into the request (but you have f...0 Reviewed: Voting Open
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When Batch approving requests in GO, populate Grant Amount from Requested amount
•Brief Description: When Batch approving requests in GO, client would like to be able to populate Grant Amount from Requested amount •Current Function: Currently when Batch approving requests, the new Grant amount pulls from recommended amount. If...0 Reviewed: Voting Open
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Format fiscal years to show year range like 2015-2016
NEW FUNCTIONALITY Client would like ability to format assigned request fiscal years in GIFTS Online CURRENT FUNCTIONALITY When GIFTS Online assigns a request fiscal year, it displays as one year. So a fiscal year running from 11/1/2015-10/31/2016 ...0 Reviewed: Voting Open
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Search by “Budget Category/Reserve Fund"
Client wishes to have a search field called “Budget Category/Reserve Fund"0 Reviewed: Voting Open
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Create Budget vs Actual report from Budget Summary dashboard
Classic View has a View Report icon (button) located within the Budget Summary part. This feature allows the user to generate a Budget vs. Actual report. Once this report is generated the user can format and print for sharing. This feature is impo...1 Reviewed: Voting Open
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Payment integration with FE
We have FE and Grantmaking and would like to see integration between FE and Grantmaking, especially for vendors and payments.2 Reviewed: Voting Open
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Use Recommended Amount to calculate fund % total with percentage based coding
Current functionality: When using percentage coding in a request, the fund % total equals the requested amount. Desired functionality. Client would like the ability to specify that the fund % total equal the recommended amount. Reason: Client uses...0 Reviewed: Voting Open