We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.

In Canada many foundations put the interest & earnings from the investment pool into a stand-alone equity account as a reserve or capital stabilization account. CSuite can only support 3 defined equity accounts. In order to put this into the account each month it is a manual journal entry from the default fund balance equity account to the 4th equity account. If the system were able to support this 4th equity bucket/account it would allow this process to be more automated; reduce manual intervention & risk for errors.

We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.

Show all headers on top line expanding across the page (note box is too narrow):
ID, Sticky, NoRollup, When, and Who

Instead of showing it as all on separate lines.
ID
Sticky
NoRollup
When
Who

Add the ability to include internal grants to a grant cycle

Add the FromFund field to custom donation report options.

Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.

The system now ignores prefixes when specifying a search, which is great. So Mr. John Doe can be found by entering Doe, John. However, suffixes aren’t ignored. So Mr. John Doe Sr. has to be entered as Doe Sr., John. It would be great if suffixes could also be ignored on searches.

If you implement a look back date on the new fund history charts in the portal, there should be somewhere that shows that date, so donors understand why they may only see a certain time period.

It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

It would be helpful if the date that prints on the deposit slip is the actual date of the deposit--not the processing date. The correct deposit shows in the transaction detail, but won't print on the deposit slip. Please correct the coding for this!

Please add commas to the formatting for printed checks. With the template the amount ten thousand prints as 10000 and it looks unprofessional and is confusing. Thank you!

We want to be able to make GL accounts inactive without deleting the history attached to the accounts. Right now the only way to clean up the GL codes is to close/delete ONLY if there is no transactions.
Please add "Inactivate" option to the accounts. Thank you.

The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.

Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.

Export data, such as detail transactions, in the same order that is shown on the screen,

It would be helpful to be able to edit a custom report filter rather than having to delete the filter and then adding the item you want to change it to. For example, if you have a saved report to list profiles by a certain profile type it would be nice if you could simply click on the profile type filter and check a different or additional box vs. deleting the filter, finding profile type in the list, then searching the list of checkboxes that you wish to use

Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.

The ability to be able to customize the envelope template would be extremely helpful. Currently, I have to run envelopes through twice to print our logo and mailing address and then again to print the recipients address on them. The ability to customize the envelope template would not only save time, but printing costs as well.
Thanks!