57 results found
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Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
148 votes -
Bank reconcile - approvals and log
For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:
Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.
Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…
114 votes -
Grant refunds post to spendable option
Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.
70 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
44 votes -
Bank reconciliations
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
42 votes -
Balance Swap - Edit Amounts
Balance Swap - Edit Amounts
The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.
40 votes -
checks: notification of approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
37 votes -
Enable Custom Account Types
The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.
32 votes -
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.
32 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Warning message if revenue share will push a fund underwater.
If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.
30 votes -
new checks - total for all checks and each batch
In the checks module, when there are checks in the new check bucket, it would be helpful to have a total of all checks in the bucket on that screen. Additionally, when you click into a given batch of checks (regardless of which bucket it's in), it would be helpful to have a batch total appear on that screen as well.
24 votes -
Please bring back the switch to electronic function on cheques
I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.
Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.
Now switch to…
23 votes -
check void date
CSuite does not allow users to enter the void date on a check, it defaults to the day that it was done. It would be so helpful if we could enter the date that we want it to be voided.
23 votes -
Bank reconciliations
It would be helpful to have the Bank Rec report pop up immediately upon reconciliation, rather than have to go back into the history report to print. I have never seen a system that did not do that. Also, we should be able to print a rec for a month in which there was no activity, to still show proper balances for current months.
23 votes -
Search by check number
It would save a lot of time if you could search for a specific check by check number (A/P or Grant). Instead of having to scroll through pages of checks, being able to go straight to a specific check that you have the number for would save a lot of time! Especially since banks are having a lot of positive pay exceptions that have to be rechecked on a daily basis.
20 votes -
Check Approval Batch Total
On the screen where checks are approved, it would be nice to have a batch total. We make most payments by ACH in batches and it would be a good control to be able to quickly tie the batch total in C Suite to the ACH batch in our bank portal.
18 votes -
Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
18 votes -
Deposit List - ability to sort by different column
When I deposit in the till - it would make it MUCH easier if the deposits could be alphabetized by the FUND NAME - because they all get deposited in the same account. When I have a large till, I have to carefully check that right boxes for different deposits.
17 votes -
Balance Swap Account Filter shows closed accounts
In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.
16 votes -
bank investments integration
Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts
15 votes
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