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  1. It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year…

    45 votes

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  2. Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.

    12 votes

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  3. Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.

    10 votes

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  4. It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.

    8 votes

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  5. Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.

    6 votes

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  6. It would be most helpful, on the budget entry screen, if the 3 columns on the left that identify the individual accounts (Type, Account, and the Account Name) remained in view as one scrolls to the right across to different departmental budgets. We run 5 organizations, each with a multitude of active funds, and it's quite difficult to isolate a certain GL for entry within a fund that's a far distance to the right across the funds list.

    6 votes

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  7. Much like one can run an Income Statement for a fund over several years, and choose 'Financial Year' to see the individual year activity, it would help to have that same functionality for the balance sheet. Currently one can only choose 'Year over Year' and thus has to run the report several times to provide the same view that is easily available with the Income Statement.

    3 votes

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  8. It would be nice to have the date and time you created a financial report to be printed on them. I may have printed two reports and needs to see which one was first.

    16 votes

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  9. Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.

    1 vote

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  10. Please add Custom Fields to the list of filters available for
    Financial reporting. We maintain custom fields on funds.

    44 votes

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  11. In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:

    Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.

    Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart

    Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.

    6 votes

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  12. Please add Campaign as an option in the Add Financial Filters list of options. Thank you!

    5 votes

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    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  13. There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.

    15 votes

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  14. Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.

    The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.

    There is a potential for reports to be run providing incorrect data…

    22 votes

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  15. Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in…

    7 votes

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  16. On the Income Statement budget format, the variance amount and percentage only shows the variance stated in proportion to the current month. My board and I would prefer to see this amount as a percentage of the annualized rather than month to month budget. Can you please add an option for this such as a "budget ann" or "budget ytd"? Selecting the option "this year" will give me the annualized amounts, but there is no way to change the effective date and retain that format as it reverts back to the month over month.

    70 votes

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  17. "Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.

    (Same with Word and Excel files in GLM/SLM. Will post idea there too)

    34 votes

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  18. It would be very beneficial if there were column views on ALL of the financial reports. There are column views on the balance sheet and income statement.... but can it please be integrated in the trial balance and detail trial reports? There are certain reports we ran and need from FIMS that we could get exactly what we wanted if we had this option.

    The reports we are pulling now in place of it have way too much information on there that is not needed. If I can pull a detail trial with certain accounts selected then have a column…

    22 votes

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  19. Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    25 votes

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  20. There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.

    34 votes

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