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Via the portal allow constituents to apply their payment information to an active recurring gift.
Allow an option that when updating their wallet/payment information in the portal to apply it to their active recurring gift. Have had many members say the portal has the correct info, but their recurring gift charged the old account. Also allow u...0 No Status
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Mobile App to Categorize CC Expenses and Attach Receipts
We're looking for a way to streamline the credit card expense categorization and receipt gathering process. We're requesting a feature that allows staff to categorize and attach receipts to credit card expenses from their phone. This would speed u...0 Needs review
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Need to see the Name of the Credit Card when approving transactions, not just the person who submitted the transaction.
We have administrative assistants who support multiple people, which means multiple cards. Currently, the only name that shows up on pending transactions is the user name of the person who submitted the charge not the name of the card holder, so i...0 No Status
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Expanding the list view in Manage Expense in the accounts
The project code only able to list first 5 in the project codes in alphabetically order. It is ridiculous that you limited only to show 5, and mean while my funder code (transaction codes) can list all active one in the search view. Whoever progra...0 No Status
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Bulk update of credit card transactions
We have multiple credit card accounts, which means 200+ individual transactions to record each month. This wastes a lot of time and needs to be streamlined. I would like to see a way to update the data in bulk, instead of individually clicking int...0 Needs review
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Allow us to delete or ignore a credit card transaction feed record if rejected.
We import all of our transactions from credit cards through the direct feed feature. Often the feature does not import perfectly and duplicates occur. Sometimes our users overlook the duplicate and reenter information. After these records are crea...6 Needs review
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run a report to show credit card activity by credit card holder
I'd like to send a report to supervisors to review the credit card transactions of their staff, to see the vendors they go to, how much they spend on each transaction and where the expense is booked1 Needs review
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Credits on credit cards should be links to the vendor record on which the credit card credit is being taken.
The credit through the expense module, comes over as a Bank Adjustment. It does not link to the vendor records. This makes it difficult to find the credits and the vendor records are overstated. Those "Bank Adjustments" should be treated the same ...2 Needs review
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Upload Credit Card Transactions Directly to Expense Manager with an Excel Spreadsheet
Simply allow us to upload bulk transaction information into our expense manager and have that transaction information distribute to our user accounts as if from an active credit card feed. That way we'll be able to utilize the management approval ... -
Posting Credit Card Adjustments
When one of our team members has a return or credit on their credit card we have to code it using an adjustment category. These transactions should be posted through Cash Management. However, in the webview our Visa Account does not show up as an ...0 Needs review