1126 results found
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Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 votes -
Budget variance report
New report that would have the whole year budget, monthly and YTD for closed months, budget to actual dollar variance, and budget to actual percentage variance.
This would be for the Admin/Operating Fund only.
25 votes -
Payments - Choice of Destination to Principal Balance or Spendable Balance
It would be helpful if we could choose whether a payment (non-gift) goes to the Historical Principal Balance or to the Spendable Balance. Right now the payments do not go to either - they are included in the net income amount until the year is closed to your default equity account. We have instances where we need the ability to do both.
5 votes -
Allow manual entry of City State in address field for profiles
in cases where the zipcode produces the wrong city/state
8 votes -
Grantee Name on grant notification email sent to donor advisor.
Please add Grantee Name when the grant notification is sent to donor advisor. They are unable to tell which grant it is by the grant number.
9 votes -
Void Checks - Description
When voiding a check it would be great to be able to provide the explanation for the void - Lost, amount correction, etc. so that the reason for the void can follow the transaction
25 votes -
Fund Statements: Add Sponsored Org and/or Description display option for Activity Detail
For Fund Statements, it would be great to have the option to show additional detail for grants in the Activity Detail section to include the Sponsored Org and Description.
For Restricted/Designated Funds that we are fiscal agents for, if paying bills for their various utilities, rent, and other vendors, it only shows the grantee name of the organization and does not provide a clear view of what was actually paid.
For Donor Advised Funds, if a donor grants to a single organization multiple times but designates different programs, projects, campaigns, etc... each time they suggest a grant, it would be…
4 votes -
Multiple Donation Entry
Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )
54 votes -
Letters open in PDF and Word
It would be great if we could choose in setup whether to have letters open in PDF or Word. Sometimes we need to edit the letter a little and we can't do that in PDF
9 votes -
Journal Entries - Multiple Funds
It would be ideal to be able to create a journal entry that affects more than one fund at a time (versus, having to enter one fund, post, go back out, create the next part, post, etc.)
13 votes -
Typing Dates
Being able to type out 08312017 and having the form understand this as the date , instead of needing to click the drop downs or enter it as : 2017-08-31
8 votes -
Templates: Override Default Template
I think it would be great if we were able to override the default letter templates.
For example, the standard donation would be generic but then we could have a memorial template where we could add a blurb about being "honored to be included in your thoughtful remembrances of your loved ones and friends."
Or additionally, donations to a single fund vs. a donation to multiple, etc...
7 votes -
Short Name : Searchable
We have quite a few funds that have SIMILAR names and are really understood best by their short name - being able to search the short name instead of typing out the fund name would be SO HELPFUL. (Currently we are only able to search in the global search field with short names)
22 votes -
search function on top of donation page
Several folks have indicated that if the "search" function was on the top of the donation page it would be very helpful. Unless you scroll to the very bottom you don't realize it is there.
7 votes -
Notes in Community Suite
Is there a way to pin notes to the top of the screen? When looking up a fund the notes seem to get lost at the bottom. If they were on the top right, below Fund Advisor then when opening a Fund in Community Suite you would see them.
6 votes -
Exclude prefix from search feature
When a profile has a prefix listed, the search field sorts the names alphabetically using the prefix as the deciding character.
For example I may search for Sydney Jones. Sydney could be male or female with the added corresponding prefix. For this example, Ms. Sydney Jones is how the profile information is entered. If one didn't know that Sydney Jones was a female then the results displayed could potentially have four areas the name could be.
Searching for Jones profiles yields: All Jones listed in alphabetical order. Sydney's profile could appear as: Jones, Sydney; Jones, Mr. Sydney; Jones, Mrs. Sydney;…
34 votes -
Adding totals to the bank reconciliation
We have quite a few internal controls at our Foundation. One of them involves the matching of debit and credit numbers between the bank reconciliation and the bank statement. Because we are a one person finance department, Someone checks some of the work I do such as reconciliation of bank and investment accounts. The bank reconciliation has no totals on anything to reconcile back to the bank statement. We are used to having deposit/credit amounts, checks/debit amounts, interest, and fees summarized at the very least. Looking at the reconciliation from CSuite – if a debit total and credit total could…
21 votes -
Master Funds
We have quite a few funds at our Community Foundation that have two components - An institutional liability fund and a designated asset to the not-for-profit that started the fund. Our short name (fund id) distinguishes between the two with the agency fund being a 1 (Example CLUB1) and the designated fund being a 2 (Example CLUB2) In our previous software we were able to roll both funds up into a master fund so the not-for-profit could see all of the support being received together. We have a school system that has 26 scholarship funds and 1 general fund that…
9 votes -
Statement Intervals
Has any thought been given to having "Semi Annual" as an option for statement intervals? Currently the options are Monthly, Quarterly and Yearly.
20 votes -
Add County field in profiles and grants
Add a County field under profiles. Also allow County to be entered with a grant. In the case of scholarships, we want to flag the student's county, not the county the college is in. We are a 5 county Community Foundation and our board likes to know where we are serving.
7 votes
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