CommunitySuite Idea Lab

  1. Add an indication of who has approved a grant on the grant approval screen

    We have multiple grant approvers required in the process to do a grant, and these are layered according to job responsibilities. When I go to the Grant section to approve grants there is no indication as to which approvers have already approved grants, and therefore I have to open each one to determine if my approval is required. A column on this screen would allow me to identify which grants are ready for my approval.

    8 votes

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  2. Template letter to thank anonymous donors

    Would like to be able to use a donation template letter for anonymous donors.

    10 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. A way to mark that tributes have been sent.

    It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.

    18 votes

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  4. Identify in grant notification and in the portal which donor advisor requested a grant

    We have a donor advised fund with 7 advisors. This is a fund set up by a family with young adult children to teach them about philanthropy. We are having a couple issues:

    o We would like to be able to view who requested the grant in the reporting. Could the name of the requester be part of the grant payment notification that automatically goes out to the advisors?

    o When logging in as an advisor and looking at the grant activity, there is nothing that shows who requested the grant. Can this be added?

    9 votes

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  5. Grant Catalog request form

    The info in the Grant Request form asks questions that are in the
    nonprofit's profile (such as URL and contact name and email and phone number). It would be great if the Grant Catalog Request form could pull this info from the profile rather than having to type it all in.

    9 votes

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  6. Budget variance report

    New report that would have the whole year budget, monthly and YTD for closed months, budget to actual dollar variance, and budget to actual percentage variance.

    This would be for the Admin/Operating Fund only.

    20 votes

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  7. Till method for Stripe

    It would be great to turn on the till method for stripe. That way we could aggregate transactions for the day to match the amount that ultimately is put in our checking account.

    27 votes

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  8. how accounts appear during data entry

    It would be nice if accounts appeared as 60000 Salaries Expense instead of showing the category such as 60000 Payroll Expense: Salaries Expense. So basically just take the category out of the view.

    15 votes

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  9. Minimum admin fee

    It would be nice if the minimum admin fee was charged each interval instead of at the end of the year. For example we charge 1.75% with a yearly minimum of $500. It would be great if we could charge a $125 minimum each quarter.

    12 votes

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  10. Default Settings

    It would be AMAZING to be able to set a default account for vouchers, etc. All vouchers are paid out of our checking account and always will be :)

    11 votes

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  11. Statement Intervals

    Has any thought been given to having "Semi Annual" as an option for statement intervals? Currently the options are Monthly, Quarterly and Yearly.

    20 votes

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  12. Financial Report Details

    More Categories for Income and Expenses
    For the Income Statement (and Budget), would you consider adding a couple of more categories for Income and Expenses? We have regular Income, Fundraising Income and Grant Income and for Expenses we have Administrative, Fundraising and Grant Expenses. This aligns with completing our 990 at the end of the year.

    9 votes

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  13. Adding totals to the bank reconciliation

    We have quite a few internal controls at our Foundation. One of them involves the matching of debit and credit numbers between the bank reconciliation and the bank statement. Because we are a one person finance department, Someone checks some of the work I do such as reconciliation of bank and investment accounts. The bank reconciliation has no totals on anything to reconcile back to the bank statement. We are used to having deposit/credit amounts, checks/debit amounts, interest, and fees summarized at the very least. Looking at the reconciliation from CSuite – if a debit total and credit total could…

    14 votes

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  14. Non-Gift Transactions for donations

    Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.

    16 votes

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  15. Credit Card Transaction Calculations

    Calculations of the transactions as you enter them be shown on the same screen so your entries equals the statement balance. Instead of having to leave the screen to verify your balance. Manually running a calculator prior to leaving the screen, is an inconvenience to verify your entries. I prefer to balance on the spot instead of going from screen to screen. One-spot-verification. Thank you.

    8 votes

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  16. Adding Agency Funds liability amount to Balance Sheet

    One of the functions of Community Foundations is to do the back office work for some of the not-for-profits in our area – as is the case for most of our agency funds. The balance sheet is used as an assets under management tool which is why we include our agency funds in our asset total BUT they are not our true assets which is the need for the liability number to show on the balance sheet. Our ability to print financials right out of our software is very important to us and is a requirement for our grantees to…

    14 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The way this will be implemented first is going to be a new drop down under the balance sheet. You currently have one for agency that breaks it up into agency and non-agency numbers. The new one will be called “Agency-Liab” (or something like that) that will do some calculations for you. In the liabilities section, it will add a line called “Agency Fund Liability” that will be the total of the assets – liabilities for agency funds. In the equity section, it would decrease the equity account balances (and remove the links) by the amount for agency funds in those lines.

    Would that cover what you need?

  17. Require a password confirmation when adding new users.

    It's very easy to put a typo into a password, resulting in an unknown password.

    11 votes

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  18. Till with all and detailed transactions

    it would be AWESOME to see everything in one place. When viewing the till, it would be great to see more details of the till screen. Having amounts the same for various campaigns and/or memberships of donor circles is quite difficult to decipher the purposes. Having to find a needle in a haystack is too time consuming because time is of the essence. Please consider details, details, details in one location....just like a super target or super walmart...ONE STOP SHOP :-)

    9 votes

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  19. Campaign Ticket Invoices

    It would be great if we could create an invoice from the tickets in campaigns rather than "selling" a ticket immediately. This way it will separate the donation and fees versus having to create invoices through regular payments. I have to open previous month's books in order to delete invoices and re-create them in the campaign once I finally receive the payment.

    0 votes

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  20. Show or hide Scholarships tab by Fund Advisor

    Currently, once a fund has scholarships visible on the portal, it is visible for all fund advisors. That tab should be able to be toggled on and off for individual advisors the way the grants tab can be.

    0 votes

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