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77 results found

  1. Obtaining 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.

    136 votes

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  2. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. 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.

    2. 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…

    113 votes

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  3. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    112 votes

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  4. stock gift entry - import, update description and entry order

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    106 votes

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  5. 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.

    67 votes

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  6. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    The portal gives donors the ability to set up recurring grants, but once they are entered, the donor has no way to edit them or cancel them without having to contact us.

    We previously used Donor Central and it gave donors the option to "edit" (which actually walked them through re-entering a new recurring donation but with the org info prepopulated) or cancel.

    66 votes

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  7. 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.

    41 votes

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  8. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    40 votes

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  9. A notification to your email when an email bounces back in the system.

    A notification to your email when an email bounces back in the system.

    38 votes

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  10. Rename Unsubmitted Grant Requests to Grant Cart

    Rename Unsubmitted Grant Requests to Grant Cart ... people are used to having a cart. Right now we have to check the "list cart" to make sure donors aren't leaving intended grants in their cart. Also, any thoughts to send emails to donors if they have an unsubmitted grant in their cart to remind them? Like you receive if you left something in your shopping cart?

    35 votes

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  11. Express consent to share donor info with fund holders

    In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.

    The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:

    [_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…

    35 votes

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  12. email - integration with Outlook

    Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.

    34 votes

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  13. 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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  14. Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility

    It would be helpful to have donors acknowledge and confirm with a required checkbox before submitting a grant to confirm that the grant they are submitting is not to be used for Non-Eligible Grantees.

    Meaning grants cannot be made for memberships, fulfillment of legally binding pledges, tickets to events, or anything else that provides benefits to the fund holder.

    We have several donors that submit grant requests where this is unclear and we have to call and confirm. This checkbox would allow them to acknowledge and call us if any questions about the grant's intention come up.

    29 votes

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  15. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    28 votes

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  16. Public Securities Donations To Multiple Funds

    Would like the ability to split or allocate a public security donation to more than one fund.

    25 votes

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  17. Public Securities Sort

    Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…

    24 votes

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  18. CC and BCC E-mail to attach donor correspondence

    I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!

    Little Green Light is an example of a CRM that empowers this.

    23 votes

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  19. Add Online Donation Description to the Description Field not Notes FIeld

    Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field

    22 votes

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  20. 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.

    22 votes

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