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1305 results found

  1. Split donation

    A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.

    This idea is not "implemented."

    Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…

    132 votes

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    Planned  ·  14 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Fund Advisor Portal: Ability to sort the Fund Statements

    Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.

    83 votes

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    Planned  ·  2 comments  ·  Fund Statements  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Assigning School and Student ID in Bulk for UA Scholarships

    We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.

    There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…

    84 votes

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    Planned  ·  12 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    Adding the fund open date and investment strategy fields to the Underwater Funds Report would make this report more useful and informative.

    41 votes

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    Under Consideration  ·  3 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Freeze Profile and/or Fund Name at the top of the page

    when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.

    148 votes

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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Making someone deceased should automatically mark them do not call, email, mail

    When marking someone deceased - the system should automatically mark them and any linked household as do not call, email, or mail. We are spending alot of time updating this.

    41 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Permissions Audit Capability or Report? Permissions definitions?

    We have just gone into our second year using CSuite and are ready to take a hard look at Permissions. We are finding we would rather have 'departmental' user groups than just the default distinction between Accounting and Staff that was set up at implementation. We have just been granting specific permissions on the fly, as staff run into tasks they are unable to complete, and would like to re-establish a controlled structure.

    We are running into a few hurdles as we try to approach this project, specifically:

    1: there aren't any good definitions on WHAT each permission actually does…

    34 votes

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    Under Consideration  ·  3 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
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  8. ACH : add memo line in vouchers

    It would be great to create a "memo" for checks and ACH payments as you are entering them in AP vouchers or grants vouchers, rather than wait until you are printing the checks. This would be especially helpful when we are paying as ACH payments so it would be included in the NACHA file

    25 votes

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    Planned  ·  5 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    61 votes

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    Under Consideration  ·  2 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  10. to be able to enter the contact persons name and position at the same time of setting up a new organization.

    to be able to enter the contact persons name and position at the same time of setting up a new organization.

    45 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Inactive profile should not allow you to process any transaction against it. (Gift or Grant)

    When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

    134 votes

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    Under Consideration  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  12. One Log In Across Foundant Platforms

    It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

    131 votes

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    Under Consideration  ·  0 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  13. board portal

    Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.

    30 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Custom Reports: Multiple Filters

    When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.

    I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.

    23 votes

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    Under Consideration  ·  3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    22 votes

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    Under Consideration  ·  0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Commas should be in ALL numbers

    There are many posts about commas being included on reports and various fields but there are still many areas where commas are still not appearing in numbers....VOUCHERS being one of them. We are working with very large numbers at the end of month. It is difficult to be sure you have entered something correctly when there are not commas in the field. See the attached screenshot of the field where the number should be 13,767,068.59 but appears as 13767068.59. This should be a systemwide standard that there are ALWAYS commas in numbers. we should not have to keep pointing out…

    14 votes

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    1 comment  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Change Fund Group at a Point in Time

    For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.

    Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.

    68 votes

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    4 comments  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Recurring Donation - give donors option to end or change amount on portal

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    18 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Separate the closing of the last period of the year from the closing of the year

    Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.

    Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.

    The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…

    17 votes

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    3 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Would like ability to change Fund Advisor to NOT primary

    Currently, once a fund advisor is made Primary, it's not possible to de-select them as primary. Seems like this could be a check box like the other Permissions, rather than a button.

    16 votes

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    2 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →
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