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1281 results found

  1. 990 financials

    Reports for 990. Create a way to use the CSuite system for a complete accounting with all of the financial information to prepare the 990 return. There needs to be a way to include basic 990 required information like the gross amount of sales of assets and cost basis as required on the return. Right now the only part that is even in the system is based on the donations of assets, and there's not a gains and losses report to extract that part of the information, let alone the cost and proceeds of sales of all other investment assets.

    6 votes

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    0 comments  ·  Financials  ·  Admin →
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  2. 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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  3. Grant Letters - Need Ability to Customize Process & Edit Letters

    It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.

    Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.

    Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…

    13 votes

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  4. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

    It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.

    14 votes

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  5. Search Database

    I would like to be able to search the entire database for a word and have it return all results from all fields. For example, we have a donor with multiple profiles. Somewhere, the last name is misspelled. It is not in the profile names. It must be in a salutation, address, or some other field. I would like to be able to search on the misspelling so that we can locate the problem. I chatted with support today and they said this is not possible. FIMS was able to do this which we used this function from time to…

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  6. edit notes

    I'd like an easy way to edit a note I just created. Perhaps an "edit" button or link at the site of the note within the profile. I see that one can add Sticky or Rollup characteristics to the note but I don't see how to edit it without having to leave the profile.

    3 votes

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  7. Unused Check Numbers

    There should be a way to delete a check number recorded as unused in error.

    3 votes

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  8. Add balances to Rev Share process

    Add beginning balance/net deposits/withdrawals and ending balance with the income numbers to verify ending balance BEFORE posting.
    Currently you have to go through the steps of Rev Share then go to TB to verify balance. That is odd.

    4 votes

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  9. Multifund Statement voucher

    It would be great to be able to add multiple funds to a statement voucher. We will charge the fee for returned checks to the fund the check was donated to. Then we ask the donor to pay the fee if they are sending a new check for their donation.

    4 votes

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  10. QR Code generated for online tickets sold for fundraising events & check in capabilities

    Our world has moved to paperless tickets, it would be awesome when people purchase an online ticket for a fundraising event, they can receive a receipt that has a QR code they can save on their phone and can be scanned at the door when they check-in. Like they have for concerts/ball games. It would be nice if there was a platform then to scan those tickets and the system can record that they are checked in on Csuite. Don't want to use another site/platform to do it.(Eventbrite). Would be nice to have them all in one place and since…

    16 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  11. Vendors Paid Report

    I think we need the Vendor Paid report back. I know there is a new 1099 Report but this is only for vendors that you have set up to receive 1099s. We have been with CSuite several years and many vendors were set up before I started. The Vouchers report can have the date range I need but it lists every voucher by date order rather than by vendor order. I also need the total paid for this time period instead of each voucher paid this period. I used the old Vendors Paid report to catch those vendors that were…

    12 votes

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    3 comments  ·  Reports  ·  Admin →
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  12. Auction Item Payment Link

    It would be a great addition if there could be a unique payment link for auction items so we could direct winners there to complete online payment for their items. Thanks for considering!

    7 votes

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    1 comment  ·  Campaigns  ·  Admin →
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  13. sync mailchimp

    Automate Mailchimp sync
    The newsletter opt-in is a great way to easily add donors to a Mailchimp audience list. It would be nice if a manual sync were not required. An automated sync (which could be part of any campaign) could happen on a nightly (or other schedule), or perhaps after every donation.

    1 vote

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    0 comments  ·  Campaigns  ·  Admin →
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  14. Fund Summary Report: Include Investment Gain/Loss

    Fund Summary Report- Would it be possible to include Investment gain/loss?

    1 vote

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    0 comments  ·  Funds  ·  Admin →
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  15. Do Not Mailchimp option

    There is a large portion of our constituents that do not want, or have blocked, Mailchimp Emails BUT we don't want to mark them as DO NOT EMAIL because they receive statements, are grantees, etc. Can you please add a field / check off box in profiles that reflects that the profile does not want Mailchimp communications instead of having to mark them as DO NOT EMAIL. That way they will not be included in those campaigns.

    9 votes

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    1 comment  ·  Campaigns  ·  Admin →
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  16. billiejo@pajewishendowment.org

    Please allow the ability to add a file during the reconciliation process. Currently, the only way to attach the physical statement, is to finish the reconciliation and then go back into it. This is very time consuming and makes it more likely to be missed.

    7 votes

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  17. Allow reminder emails to be sent through a campaign to all registrants.

    Allow reminder emails to be sent through a campaign to all registrants.

    7 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  18. Shopping Cart

    The shopping cart feature needs to be fixed to return the donor to the campaign page, NOT to our fund list. We had this built specifically to allow donors to make multiple donations during the GiveOrcas campaigns. Redirecting them to our own list is not appropriate and gives the apparance that we are trying to syphon off donations. Please repair.

    6 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  19. Keep ticket portion of registration on affiliate portal

    Currently the ticketing portion of a campaign defaults to the main portal and leaves the affiliate/supporting org branded portal. There is custom content for affiliate/supporting org portals for a thank you message (onlineticketthankyou) but it never shows up anywhere because the portal defaults to the main portal. This is frustrating and doesn't help for branding for affiliates/supporting orgs.

    9 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  20. Fund Advisor: Grant Request workflow

    When a donor enters a grant request with an error, the portal loops them back without an error message or anything to let them know what is causing it. The portal should at least highlight the problem field so the donor knows what to correct.

    4 votes

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