CommunitySuite Idea Lab

  1. accounts payable

    Increase the number of "recent vouchers" on the create vouchers screen. 5-10 vouchers would be better than 3.

    19 votes

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  2. GLM to C-Suite: Internal Grants

    Ability to add an internal fund as a grantee when the grant is coming from GLM

    8 votes

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  3. 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.

    8 votes

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  4. Add Fund Beneficiary Description

    Add fund beneficiary description as a reporting field in custom reports.

    20 votes

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  5. Community Suite Release Notes

    Group or somehow organize release notes by function area for easy searching. It's difficult to find something I vaguely remember when I have to look back through everything.

    4 votes

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  6. When a donor wants to donate to a Fund on a recurring basis, allow them to put the full amount and have the monthly amount auto calculate

    To make things easier for donors, we want them to be able to put the full amount they would like to donate (ex. $500) and how many months they would like it to recur for (ex. 12 months) and have the system auto calculate their monthly donation amount ($41.67 in the example). This makes it easier for donors to do the exact full donation they want without room for error or miscalculation.

    6 votes

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  7. Donation Portal - View All - Sort Funds by Group

    We have 800+ funds and only want to promote ~10 of them on our donation page, sorted by group. However, when you click View All Funds, we would love the option to sort by group, not just alphabetically.

    6 votes

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  8. Conditional pledge functionality should be created.

    The system allows for conditional grants to be recorded, but often times pledges are associated to the conditional grants making the pledge also conditional. The system does not currently have functionality to record a pledge as conditional and then have it reversed through a system fund in the same way that a conditional grant does.

    5 votes

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  9. 8 votes

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  10. Bring over fund advisor information to recurring grants so we don't have to manually re-enter.

    Recurring grants are great except they still involve a lot of data entry since every grant has to be edited to add back the same fund/grant advisor who entered in the recurring grant request to begin with. A lot of unnecessary work for grants administrators!

    5 votes

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  11. merge choices

    Would like to have at least one selection when merging profiles into a household. When merging an Ind record into or becoming part of a household record (merging into one of the ind records of the household. The donation "acknowledgement" name becomes that of the household. Would like a way to select how the migrated records treat donations from them when merging. Example: Keep Donation Records Name" "Merge donation records to Household name"

    4 votes

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  12. 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.

    9 votes

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  13. Pledge Recognition and Campaign

    Please add a recognition field and ability to include a campaign for pledges.

    4 votes

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  14. Batch Pay Internal Transfers

    Add the ability to batch pay internal transfer grants like you can ACH and Check.

    17 votes

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  15. YOY Income Statement

    Fiscal Year Comparison on Income Statement -
    Please allow a way to show YOY fiscal comparison on this report. I can go in and edit date, but for calendar only.

    6 votes

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  16. Edit all fields in a grant before saving

    It would be great to be able to edit all fields in a grant and then save instead of having to edit one field, save, then edit another field and then save again.

    4 votes

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  17. provide an option to print labels for only fund advisors receiving paper fund statements.

    Need an easy way to create envelopes or labels for paper fund statements, preferably in the same order that the statements print to allow easy stuffing. (Currently labels print for every fund rep which isn't useful if only need for fund reps receiving paper statements. To create a mail merge, you have to export all fund reps, delete non paper statements and then use as source for your mail merge however envelopes created are then in order by fund rep and not the fund name so matching them up takes considerable time.) Would be nice to be able to create…

    4 votes

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  18. Add Pending Label to Future Internal Transfer Grants on the Fund Holder Portal

    How pending Internal Transfer grants are displayed on the destination funds portal is misleading. They appear to be complete but are not included in the balance above. Please add “pending” label to future grants under “recent contributions” on the grantees’ fund holder portal so that it is clear on both the destination and source fund portals.

    10 votes

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  19. Void checks prohibited from closed period

    Checks should be able to be voided in any period regardless of whether the check was cut in a period that is now closed. Organizations that close books monthly have checks that are still outstanding over 30 days. These voids should post in the month the need for the void was discovered which could be up to 60 or 90 days after cutting. Currently, this is prohibited unless you re-open the previously closed period, which you shouldn't have to do.

    5 votes

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  20. Apply admin fee minimums at each posting instead of at year end

    Please make minimum admin fees applicable to each admin fee period. For instance we have a $500/year admin fee minimum and fees are assessed quarterly Since our admin fees are charged quarterly, the minimum should be applied by quarter ( $125/qtr) instead of a "true up" at the last fee of the year. It makes it difficult to budget those fees if we don't receive the bulk of them until year end. And if a fund closes before year end we don't get the minimum fee.

    7 votes

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