CommunitySuite Idea Lab

  1. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    44 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Transaction Audit Log

    Please make transaction logs available for every type of transaction (included deleted) that show user, date, transaction number and action taken. I had a deposit deleted and cannot find out who did it (it was a mistake I'm sure). Every accounting program I have worked with has some sort of running record that shows who did what and when. It's an excellent tool when building roles for access and for auditing.

    31 votes

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  3. Fund Advisors Access

    In our jurisdiction (BC Canada), it is against the law to reveal donors' personal information to anyone without their consent. Currently, when fund advisors are given access to their portal, they can see the names of donors to their funds. We cannot allow this. We would like Foundant to provide an option to "hide donor name" in the Fund Advisor/Donor Portal Options under System Data.

    28 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. functional expense report financial view

    It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.

    19 votes

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  5. Historical grants - Newest to Oldest

    When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.

    34 votes

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  6. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    21 votes

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  7. Organization of attached files

    It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

    49 votes

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  8. Income statement - YTD over YTD comparison

    We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).

    As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?

    If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…

    19 votes

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  9. First-Time Donors

    Add the "first date" field to the Donor Reports Filters.

    I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!

    24 votes

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  10. Donation Receipt Email

    We should have the ability to edit the text of the email that is sent with an attached tax receipt for non-online donations just like we can for the automatic email for online donations. Currently it just says "Attached is the receipt for your donation on DATE". Please allow the ability to edit this content so that we can use this feature without recipients thinking it is spam.

    16 votes

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  11. Emailed Fund Statement Subject line

    Ability to edit emailed fund statement subject line...
    There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...

    59 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    28 votes

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  13. 1099-NEC

    Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.

    19 votes

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  14. Cover Stripe Fees on Recurring Donations

    For recurring donations through the donor portal where the donor has selected to add the stripe fee, the add stripe fee selection would follow through to the subsequent recurring donations instead of stopping after the first donation.

    55 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. View Recurring Grants from Fund

    Add the ability to view recurring grants from the individual fund page.

    45 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Available Cash on Fund Advisor Portal

    Fund Advisor Portal: Change Title on "Available Cash"
    We'd like for our advisors to be able see the amount available for granting in their funds but calling it "Available Cash" isn't technically correct and sounds crass. Can the name of this field be changed to "Available Amount" or "Amount Available for Granting"?

    12 votes

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  17. Financial View Copy Option

    We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.

    15 votes

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  18. Filter Options When Creating Distributions

    We would love to be able to filter by Fund Group and Sub-Group when creating distributions. Instead, we've been having to add multiple distribution types with the same percentages, trailing quarters, etc. but this is still not quite meeting our needs.

    10 votes

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  19. Printed Checks Need Commas!

    Please add commas to the formatting for printed checks. With the template the amount ten thousand prints as 10000 and it looks unprofessional and is confusing. Thank you!

    24 votes

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  20. Tributes

    Tributes
    The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.

    14 votes

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