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Drill down amount in reports to lower levels and to transactions
I love the functionality to drill down at the account level to go the account details page. Now, it would be great if we can drill down levels in reports by clicking on the amount rather than clicking on the account number. Let's say we create a ...1 Needs review
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Sync Job Title from RE to ResearchPoint
Allow the syncing of a constituent's job title from a business relationship in RE to the business relationship record in ResearchPoint. There's a field for it in RP, but it doesn't populate with data from RE.0 No Status
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Would like to see the status of queue's in process
it doesn't tell you how far along the report is generating. You only know the duration of generating it.0 Needs review
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Be able to expand all collapsed accounts at once in Budget
Rather than expanding one by one, you should have the ability to expand all or collapse all.0 Needs review
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Eliminating the bank Registry
It would be great if we could reconcile the bank at the GL level only and thus avoid all of these issues of the GL not reconciling to the registry due to the voiding of checks and other various date issues. Other software companies allow you to re...1 Will not implement
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Load attachments to Invoice records from List View (in ... button)
I often have to load attachments to Invoice records in bulk. I'd like to attach them from the List View to make this process easier and quicker. Having to enter each record (even going into the quick view) tends to add a lot of unneeded clicking a...0 Needs review
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Project/Grant Budgeting
Please add two fields in the Budget Manager grid for project and grant. It would make the entry similar to a journal entry and I wouldn't have to create a distribution each time I want to allocate a portion of a budget line to a project and/or a g...1 Already exists
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Required Fields in Distribution Table in Expense Management
Making fields required in the distribution table of expense management. We have activity codes that if they don't get entered we can't get accurate reporting data. This is something that is a critical oversight and we hope gets addressed asap.0 No Status
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Fund Distribution Report
Sorts weekly AP invoices by fund number which allows a double check of totals for the All Unpaid Invoices report and allows easier data entry for running the Weekly AP Fund Balance Check report.0 No Status
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Add Head of Household filter to Work Center/Actions
We would like to be able to filter by Head of Household in Work Centers/Action tab for performance goals/metrics.0 No Status