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1284 results found

  1. Distribution Audit Details - Make available prior to posting

    It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…

    12 votes

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  2. Attachments in Scholarships

    It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.

    15 votes

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  3. work organization

    It would be helpful for the "work organization" field in a profile to be a searchable/self-populating type field (like for funds, etc) so that you can link a profile to their employer easier.

    4 votes

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    1 comment  ·  Profiles  ·  Admin →
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  4. Financial Statements & Interfund Activity

    Have the ability to separate interfund activity into a separate column or grouping on the financial statements. The interfund activity artificially inflates the gift, grants, payable and receivable totals and must be backed out for audit purposes

    8 votes

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    0 comments  ·  Financials  ·  Admin →
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  5. Ability to PreNote ACH Information

    We'd like a way to include zero-dollar payments or prenote entries in the NACHA file. Currently, I have to manually type in the new ACH info for a Grantee as an additional line on the bank's website after the NACHA file is uploaded. Having this happen within CSuite would reduce the opportunity for errors. Thank you for considering!

    4 votes

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  6. Goaled Fundraisers through the Online Donation Portal

    Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.

    4 votes

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  7. donation page search

    At the top of the donation portal page, it would be helpful to have a dropdown box listing the fund beneficiaries so donors can view only those funds linked to the entity they wish to support.

    2 votes

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  8. Bank Reconciliation with Outstanding Items List

    It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.

    31 votes

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  9. Comprehensive grant and scholarship report

    Comprehensive grant and scholarship report
    It would be great to have a single report that would combine grant and scholarships. We currently need to run two reports to get the grants and scholarship detail because unpaid scholarships are not included on the grant report

    7 votes

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  10. CSuite/SLM Close Scholarships Integration

    If a scholarship award is closed in CSuite, can this be integrated and reflected as closed in SLM simultaneously?

    4 votes

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  11. User Portal / Dashboard

    Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.

    1 vote

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  12. Recurring donation record with ACH as a Payment option

    Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

    28 votes

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  13. Available to Grant in Fund Advisor Portal Should Not Show a Negative Number

    With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?

    4 votes

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  14. Enable HTML in Fund Advisor Email Log in content

    I could have sworn that HTML was previously enabled in email content entered through the System Data area, however, we noticed recently that our email links were not working in those emails. I contacted support and was told that those fields were not HTML friendly. Would love if they could be!

    5 votes

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  15. bulk grant complete

    For the bulk grant complete process, there currently isn't an option to allow a filtered report to be marked complete using the bulk process. Suggest having a filter for the reconciled check date and an option to bulk complete a filtered report.

    6 votes

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  16. Add last run date to list of custom reports

    Within Custom Reports, to assist in report management within our database, it would be nice on that main screen where it shows the ID, Name, Share, Employee, API, it would be great to have a last run date populate so that organizations know when the report was last used.

    4 votes

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    1 comment  ·  Reports  ·  Admin →
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  17. internal grant upload

    Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.

    47 votes

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  18. Fund Summary Report

    This is a very clean helpful report. Only thing I would suggest is a column for # of funds CY and LY. This is truly the primary dashboard I was hoping to see in Google Studios, but its here now! If additional consideration is given to this report, allowing users to filter this by the main four tables (group, subgroup, division, segment) would be helpful.

    5 votes

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    1 comment  ·  Dashboards  ·  Admin →
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  19. Require Note field in Profile Information Update Feature

    The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.

    6 votes

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  20. Fields available for Bulk Update/Import/Delete on Records

    It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)

    Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.

    13 votes

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