World Leader in Community Benefit Software
What’s NEW for CBISA™ (April 2022)
Welcome, Freshmen!
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Department Import - Phase One is HERE!
We’ve added a feature enabling you to import departments into an
empty Department table, or to append an existing table with new Departments.
It works in much the same manner as our Financial Services
Import feature, and full instructions can be found by clicking
HERE!
Welcome Back, Sophomores! – April 2022
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“Update” is a heavier term than you need when you’re just trying to save
an entry and move on with your life. So now, when you need to save,
click Save and do just that! The location, color and function
of the button remain the same – only its verbiage has been… well… updated
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Select Delivered Defaults Are Now Editable
The sub-labels in place upon delivery for the
Ages, Settings, Formats,
and Vulnerable Populations
Defaults screens can now be edited, providing more flexibility
when customizing CBISA™ for your organization.
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Pending Occurrences Can Now Be Moved
Pending Occurrences can now be moved from one Program to another
prior to importing. Multi-Unit users can also move them to a
different Reporting Unit.
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Finance and Multi-Finance Users Can Now Multi-Delete Occurrences
Like System Administrators, Coordinators and Multi-Coordinators, Finance and
Multi-Finance users can now delete multiple Occurrences simultaneously,
saving time and clicks when several Occurrences need to be removed quickly.
Please note: a warning message will appear when deleting three or more,
just to make sure you MEAN it!
Departments Updates!
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Unused Departments Can Now Be Made Inactive
Departments can sometimes come and go. Over time, as more defunct Departments
pile up and more new ones are added, an organization’s Departments page
can easily become bloated as a result – until now! As has already been the
case with Programs, Departments can now be made inactive (and reactivated) to
allow users to view them more easily and manage them more efficiently.
Once inactive, they are displayed in orange
to help distinguish them from active Departments.
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Department Number Field: Not Just For Numbers Anymore!
The Department Number field now accepts characters of all types (letters, numbers, symbols)
to permit full coordination with users’ internal Department naming structures.
Included in this functionality is the long-awaited freedom to
begin Department Numbers with zeroes!
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Department Number Now Included in Department Field Display
Department fields in Programs and Occurrences screens now include both Department
Names AND Numbers, and their drop menus are now sortable by name or number, in
ascending or descending order.
All of the Above, and STILL More New Reports!
More new reports continue to be added. Take a peek and check ‘em out!
(Especially in Statistics and Multi-Unit reports – a drop arrow is
available at the bottom of each to provide access to their
full lists of report options.)
Good to See Ya, Juniors! – February 2022
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Finance Users Empowered with Enhanced Functionality
Finance Users now able to import pending Programs and edit the
IRS Reportable checkbox, as well as import and edit Occurrences.
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Dropdown Menu Options Added for Gender Field on Occurrences Page
The Gender field on the Occurrences page has been expanded to accommodate two added options:
Transgender and Non-Binary.
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Continuous Reporting Unit Option Added for Multi-Unit Reports
This option enables Multi-Unit Users to print select reports for individual reporting units on
separate pages rather than combining the data into a single report.
The feature is available for the following reports:
- Multi Complete Summary Unclassified
- Multi Complete Summary Classified
- Multi Executive Summary
- Multi Executive Summary 3 Year
- Multi Summary of Community Services
- Multi Summary by Category
- IRS Form 990 Schedule H Part I Item 7 (multi)
- IRS Form 990 Schedule H Part II (multi)
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"Area of Need" Added to Community Needs Module
New field added to Community Needs module to facilitate more consistent
Multi-Needs reporting. The field’s customizable dropdown menu options
are created and managed by selecting Areas of Need from the Defaults menu.
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Reporters Can Now Be Given Read-Only Access to Goals Module
New checkbox added in Reporter Users page which grants optional access for
Reporters to "View Goals Module (read only)".
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Listed Order of Defaults Menu Has Been Updated
Options in Defaults menu are now displayed in more logical order that
more accurately reflects the pattern in which they are most practically used.
Sheesh, You Seniors Are Still HERE? – July 2021
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Enhancements Added to Link Feature
Updates have been made to enhance the user experience when using Link function in CBISA™
- Pending records now available for System Administrators and Coordinators to link to other entries
- Reporters can now link pending entries to existing records from more modules
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Link menu entries now color-coded as follows:
- Red – Pending, Unpublished (Publishing On)
- Green – Pending, Published (Publishing On)
- Teal – Pending (Publishing Off)
- Orange – Inactive