I would like to request that the DIY forms implement a function to collect tribute gift information when a form is being filled out. This is a critical method for fundraising. We often see a 40% of our donations from tribute gifts. The current DIY...

I do a lot of repeat journal entries where all the fields are the same except for the amount received and the receipt. It would be great if this button could be added to the Save And ...drop down. (Save And ..Search, Create Document, etc.

This sort of exists with the Finalised transactions and the User credentials. However, I think it could go one step further. It would be very helpful if we could lock (to everyone) all transactions that, say, aren't part of the current financial y...

Some fields cannot be added to DIY forms. For example, I have an online donor form and want to add the journal field "Transaction Recognition Name" so people making donations can indicate how they want the donation to be publicly recognized. An in...

Until your latest update, we could hover over a transaction in the journal screen that had a linked soft credit associated with it, and the linked soft credit account name would display. We used this feature frequently, since we use the soft credi...

We all know how important Gift Aid declarations. Oral declarations can be followed up by letter or email, but if the charity does not have all the contact details then it can become a problem. It would be very useful to be able to direct a donor b...

Often times new Fund, Approach and Campaigns are added but never used. It would make sense to allow admins to delete these ghost codes instead of only being able to disable them. This would make the list cleaner and up to date.

Currently my web site does this. But when I enter a credit card manually I need to add the 3% and then process. The math is off technically and manual entry like this is prone to error.

It would be great if we could capture Gift Aid declarations via a DIY form for donations made offline.

Please allow importing by unique Journal Entry Reference Number. I just found out in the import page that every journal entry has a unique Reference Number. You can export this in reports but it has little to no use. (only allows to import by upd...