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Add an Expense Description Template with Required Vendor Information

Introduce a default expense description template that prompts users to enter required vendor information and relevant details. Problem Statement Expense descriptions are currently entered in free text, which often results in missing or inconsistent vendor details and insufficient context. This creates back-and-forth clarification, delays in review, and incomplete records. Proposed Solution Implement a default expense description template that automatically appears when creating or editing an expense. The template should guide users to provide required vendor information and details (additional context that supports or explains the expense). Example Template (Editable by Admin): Vendor Name: Vendor Contact / Website: Service or Product Description: Date of Service: Business Purpose: Attach documents Additional Context (e.g., campaign, project, client, or justification): User Value / Benefits Ensures consistent and complete expense documentation Reduces follow-up questions and rework Speeds up approval and auditing processes Improves data quality and reporting accuracy

Kate Martinez About 1 month ago

💡 Feature Request

Notifications for Vendor Document Uploads and Expense Notes

Enable notifications when leads upload vendor documents or add notes to an expense. Problem Statement Currently, when leads upload vendor documents or add notes to an expense, there is no automatic notification to relevant stakeholders. This creates delays, missed updates, and requires manual checking to stay informed. Proposed Solution Add a notification trigger that alerts designated users whenever: A vendor document is uploaded, and/or A note is added to an expense User Value / Benefits Improves visibility into expense updates in real time Reduces follow-ups and manual monitoring Speeds up review and approval workflows Ensures critical documentation and context are not missed

Kate Martinez About 1 month ago

💡 Feature Request

Show full group membership for members (hover tooltip + optional member profile)

In Members → search by name, we only see the first few groups someone belongs to. There’s no way to view the full group list without downloading an export. Feature request Option A (quick win): Add a hover tooltip on the +X indicator Tooltip shows the full list of groups the member belongs to Option B (bigger enhancement): Click a member name to open a member profile view Profile shows: List of group/s the user is a member of Current and/or former roles (ex: co-chair) Why this matters Faster admin workflow (no exports just to check group membership) Helps understand member participation + leadership at a glance

Kate Martinez 2 months ago

💡 Feature Request

Reporting Enhancements Request: Expanded Data Fields Across Membership, Goals, Events & Budget

This is a request submitted to include additional reporting fields across multiple modules to improve analytics, accuracy of impact measurement, and financial tracking. These updates will support our BRG leads, Finance partners, and Executive sponsors by providing a more complete view of engagement, budgeting, and success metrics. Membership Report Enhancements Requested Additions: Employee ID in the monthly membership export Reasoning: This supports accurate reconciliation with HR data, reduces manual searches, and improves records tracking. Goals Report Enhancements Requested Additions: Goal Status Goals linked to each event Reasoning: This a better report on how events align with defined organizational/BRG goals and provides clearer visibility into progress and outcomes. Event Report Enhancements Requested Additions: Check-In QR Code Usage (Yes/No) Survey Responses Usage (Yes/No) Event NPS Co-host(s) Event Status (including Cancelled) Reasoning: These fields will allow users to analyze event execution patterns, measure impact, track collaboration, and understand engagement beyond attendance numbers. Budget Report Enhancements Requested Additions: Budget Status Budget Remaining Total Budget per BRG Reasoning: These additions will offer ERG and Finance leads clearer financial oversight, enable easier reconciliation, and provide better forecasting and transparency across teams. These enhancements would significantly improve: Strategic reporting & impact storytelling Cross-team financial transparency Accurate reconciliation with HR and accounting systems Event quality measurement (beyond attendance) Goal alignment tracking at both event and program levels The summarized benefit: less manual cleanup, less guesswork, and more actionable insight in every export.

Kate Martinez 3 months ago

💡 Feature Request

Add Receipt Management Improvements in Budget

When managing budget line items that include multiple receipts, users often need to update or replace a previously uploaded file (for example, when a new version includes tip or service fees). Currently, there’s no way to delete or replace an uploaded receipt, which can cause confusion or data clutter if the wrong file is attached. Feature Suggestions Add “Delete/Replace Receipt” Option Allow users to remove a previously uploaded receipt if it’s incorrect or outdated. Improve Receipt Name Visibility in the UI Receipt names currently truncate after ~10 characters, making it difficult to distinguish between similar items. Suggested improvements: Display full filenames on hover. Allow smaller text to show more characters.

Kate Martinez 5 months ago

💡 Feature Request