CommunitySuite Idea Lab
44 results found
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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 -
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 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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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 -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
14 votes -
Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
13 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 -
financial reports columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
4 votes -
Donor Portal description vs. notes: it is hard to know what the difference is!
It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.
16 votes -
E-Mail Attachment and Responses
It would be great if you could attach a document to an e-mail and also when the person responds, it goes into their Profile record
4 votes -
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 -
Approval Bucket in Scholarships
Similar to grants create an "Approval" bucket for scholarships so the scholarships would go from New, Approval, Open. Allow approval to be based upon each scholarship & not just each fund.
This would give foundations that are not using the SLM product another layer/level of approval and segregation of duties. Currently, they can only differentiate who does what based upon the permission groups that each user is in. This makes it harder for the teams to administer when they have a large scholarship team.
8 votes -
Scholarships in Donor Portal not showing in Total Grants amount
Currently on the Donor Portal when the fund is a scholarship, the Total Grants amount on the Home page shows $0, even though the Grants From The Fund page shows all scholarships granted from the fund. It is confusing to our donors to originally see that $0 grants have been made from the fund, but then click in a different tab and see all of the scholarships/grants that have gone out of the fund. Can these two areas be connected?
14 votes -
Day Date for Cleared Checks in Bank Reconcile
There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.
9 votes -
Direct Excel Export of Reconciliation
It would be really handy to have an export to excel for the account reconcilations.
7 votes -
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 -
Bank reconciliation report
May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.
5 votes -
Public Securities Donations To Multiple Funds
Would like the ability to split or allocate a public security donation to more than one fund.
28 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.
41 votes -
Financial view comparison of two different years
I would like to be able to pull a financial report that would give me current month actual, annual budget, ytd actual and prior year month actual, and prior year ytd actual. We currently give our board current year information and prior year information to determine how we are doing.
20 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.
22 votes
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