6 results found
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Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
16 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…16 votes -
Impact Investing
With Impact Investing becoming a more prevalent means of helping our communities, it would be very helpful to have a way to allocate these loans to multiple funds without having to have an outside massive spreadsheet to "revenue share" manually and account for repayment manually to each fund. The loan feature does not work for this as that is only allocable to one fund and Investment Strategy does not work as you can also only allocate one per fund.
15 votes -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
9 votes -
Issue invoice from CSuite & email out
It would be nice to be able to create and send invoices straight from CSuite that can be paid through the donor portal. We host an annual golf tournament and have sponsorships we invoice for. To create an invoice right in CSuite and be able to email to the customer to then pay online would be a wonderful integration.
4 votes -
Payments - Search by name.
Need a search method by name or list in order to view if an individual made a payment. Possible add to donor profile under donor designation tab along with grants/donations/etc.
1 vote
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