Settings and activity
110 results found
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7 votesSusan Lotreck supported this idea ·
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84 votesSusan Lotreck supported this idea ·
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58 votesSusan Lotreck supported this idea ·
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31 votes
An error occurred while saving the comment Susan Lotreck supported this idea · -
4 votesSusan Lotreck shared this idea ·
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13 votesSusan Lotreck supported this idea ·
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14 votesSusan Lotreck supported this idea ·
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45 votes
An error occurred while saving the comment Susan Lotreck commentedYes! We would run this report often! Showing the power of endowment is frequently what our donors/agencies want to see with their own data. Our agencies have many funds thus having options/filters to run this report would be essential as well.
Susan Lotreck supported this idea ·An error occurred while saving the comment Susan Lotreck commentedYes!! This report is critical for our Foundation. We used the FIMS Columnar Financial report for our agency fundholders I am currently in the process of seeing if I can do this with the audit report. So far I am learning that I have to add a multiply by -1 formula in the exported Excel file in order to make the expense values appear as negative. And then need to format the report before I could send out to agencies. And you can't select a set group of funds for with to run this for soe also need to figure out how I can split out the groups of fund by each agency. We have 28+ agencies that are accustomed to this report from our organization 4x a year.
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55 votesSusan Lotreck shared this idea ·
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58 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck supported this idea ·
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79 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck supported this idea ·
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142 votesPlanned · 6 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susan Lotreck supported this idea ·
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15 votes
An error occurred while saving the comment Susan Lotreck commentedWe have several funds in our portfolio as well that have a specific $ amount for annual distribution. It would be great to have this idea implemented.
Susan Lotreck supported this idea · -
23 votes
An error occurred while saving the comment Susan Lotreck commentedYes!! Looking to have this change implemented.
Susan Lotreck supported this idea · -
85 votes
An error occurred while saving the comment Susan Lotreck commentedThis is highly critical issue.To date, in FIMS and now CSuite, our CF has closed out fund, transferred to new fund and add notes to state new fund is from a fund conversion and also use a custom field to note the new fund is sourced from a fund conversion. Not only do we lose clear audit trail of the fund's donation/grant history. More importantly, the distribution calculation on this new fund is not accurate since the system doesn't have 20 quarters of fund balances. They live back in the retired fund.
Susan Lotreck supported this idea · -
11 votes
An error occurred while saving the comment Susan Lotreck commentedIMHO, It is human nature to start at the top of a list assuming the first is the most current date.
Susan Lotreck supported this idea · -
4 votesSusan Lotreck supported this idea ·
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6 votesSusan Lotreck supported this idea ·
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16 votesSusan Lotreck supported this idea ·
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9 votesSusan Lotreck supported this idea ·
This is critical. We just turned on the Donate Tab and we would like to invite agencies with many funds (custodial and agency designated funds). However - we are promoting a list of funds so it would have to be explained to donors they need to scroll to find the agency fund they want to donate to.