Grant Management Software Discussions

We've had all our vendors integrate using oAuth 1.0 all this time because we couldn't find a way past the user interaction hurdle involved with oAuth 2.

Is there at any point a company will reach a limit on how many vendors you can make for an entity, or a limit on invoices/bills that are inputted before saying you can't put any more in the system?

There are times when I need to send an email to one donor only, but I had to create an email template, and from the email temple, I have to choose the constituent. Maybe there is a better to do this?

Hello, I am looking for someone whom can work 10-20 hours a week for approx 1 month to help with building out some custom reports and dashboards in Sage Inacct. We are fairly new to the system and looking to build it out further.

Yes up cost

For example, I wanted a summary of the number of sophomores who submitted an application. We have question related to this, but the only stats I see is for the number of applications received each day.

Through CSV imports it is possible to create a large number of items all at once, but I have had problems adding multiple items to a single category and I am not sure how to do it. I've tried using both the category's and the item's internal ID but with no success.

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I am concerned about intercompany payables and receivables not being handled appropriately for tax purposes

I am trying to use these reports, however the reports always shows empty... like if there was zero data. We have a lot of companies with high recurring revenues, using the contract modules. Thanks.

I wish that Bloomerang could integrate with Facebook on #GivingTuesday to make my job easier to administrate follow up gratitude. Is this a feature you are working to create?

For a good number of my judges, they could not automatically click and open attachments and very often the case was that rather than opening, the document was sent automatically to their computer's downloads folder. That was the most common problem encountered by my judges.

See above on difficulties section.

For instance, I created a Balance Sheet, it only prints landscape, which makes it just over 2 pages long. I would also like to be able to do print options like "fit to one page" or "fit columns to one page".

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The system is loading a page in 10-30 seconds. We were advised that this is due to too few transactions in the system.. Is it a known issue? How was it solved?

Currently, we can run a deferred revenue forecast report that shows the subscription period but there isn’t any ending balance at each year end.

Need some advice on how best to clear the VAT control accounts after each quarterly submission.

Basically, you received a deposit on an item but it isn't invoiced yet!

Beyond next release.

As above!!!!! Sounds simple? Please help with a solution - see other info on this feedback to put into context. Appreciate your help!

It is extremely easy to tell someone to download an app these days and we would love to see qgiv come out with a user app so they can check their fundraising status and send out social media shares all in one area.

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trying to find out how to best integrate a CRM solution

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In the questions below it asks about Terms. I think UCS is on a month to month, but if we are or are not, is there a contract we can sign in order to save on the monthly cost? Given that we have little intention of switching, a reduced rate would sweeten the experience and eliminate any... Read more

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To close unused work orders currently you must go into each work order and close it which is time consuming. There is no way to mass-close work orders even though you can mass-release work orders.

I want the P& L report to pull from the Cash Receipts, cash dismemberment and the journal entries. Not just the journal entries.

Currently the reporting feature does not allow you to pull data from January 2019 and January 2018 in the same report. How can this be resolved within one report?

Many of the capabilities are already there. We would currently be able to accept abstracts and session suggestions but I could see this being beneficial to accept and build our program in the system as well as managing faculty and assigning meeting space.

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I would like to know the number of users for this plan because it is a very accessible plan for my team What would be the advantages of the standard plan over the basics?

What is the difference between Salesforce and the Nonprofit Success Pack?

What are the benefits of using Salesforce?

What kinds of nonprofits use Salesforce?

Is there a discount for nonprofits and charities?

What is the AICPA?

Cost

General