Documentation Index

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Client Enhancement Requests

  • Updated on Jul 13, 2026
  • Published on Mar 18, 2026
  • 1 minute(s) read
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We are always appreciative of feedback our clients provide and potential future enhancements to FoundationHub. As part of our process, any enhancements requested by clients are included in the list below. Our team will periodically review this list of requests and then include them as Development items for our regularly scheduled releases.

If there are enhancement requests you would like to see for FoundationHub, please reach out to your Client Services Representative and let us know.

Payment Processing

  • Add additional Excel export functionality

  • Add more fund information to the payment processing views

Transaction Processing

  • Add a warning when fees will cause the balance to go into the negative

  • Add a warning notice when a transaction is entered with a date for closed periods (past dates)

Pending Grants Report

  • Add/improve search functionality

DonorSphere Approvals

  • Add additional approval permissions (hierarchy-based approval roles for Donors)

DonorSphere Links

  • Pass donor-related information (Fund Number, IP ID) to external forms

DonorSphere

  • Enforce MFA / 2FA for all DonorSphere users

  • add “Clear Date“ for ACH payments on DS

DonorSphere Emails

  • Send notification to agencies when donors make contributions

DonorSphere Distribution Settings

  • Add the ability to require or make optional the “Distribution Purpose” field

New IP Defaults

  • Default option for “Allow Mail” and “Solicit” fields to Yes for newly created IPs

Reporting

  • Add donor address to the Giving Button contribution report

  • Create a Recurring Grants report (include grantee, dates, recurrence count, and amount on the Excel export)

  • Fix user report export issues (incorrect columns/data in Excel)

  • Add the abaility to search Journal Report based on the posted date

DonorSphere (UI / Labeling)

  • Rename “Acknowledgement Extract” to a clearer, standardized label

Relationship / Permissions Visibility

  • Display the relationship’s permissions when setting up fund links

Grantee/Vendor Transaction Notes Pop-up

  • Display a pop-up message when a Grantee or Vendor is selected on a Disbursement transaction, similar to the existing functionality provided by the "Check Fund Purpose" pop-up on Funds