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  1. When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.

    52 votes

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  2. We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.

    13 votes

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  3. When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.

    11 votes

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  4. Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.

    16 votes

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  5. It would be really nice to be able unreconcile in bulk or back to a certain month. Currently, you have to unreconcile, month, by month (and lets say) you were doing some year end cleanup in Dec, caught something that happened in Feb, its a pain to unreconcile 11 times (assuming you are reconciling once a month and not more than once a month)

    8 votes

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  6. C-Suite allows balance swaps to swap out of investment accounts even if it causes the investment account to go negative. There should at least be a warning to prevent this from happening. Requested by GMF.

    10 votes

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  7. It would be helpful to have a warning/recommendation to use the child account if a parent account is selected for an account transfer. Requested by GMF

    9 votes

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  8. The "Audit Details" option is not available on revenue share entries that are not done through statement vouchers. It would be helpful to have this option on both statement vouchers and other vouchers so that we can see the calculations behind the average daily balance.

    3 votes

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  9. Can we add a Note Section to the left side menu of a completed Bank Rec?

    9 votes

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  10. It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.

    4 votes

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  11. It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…

    2 votes

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  12. For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.

    9 votes

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  13. When a new Account is created (via Create or Copy), include that information in the Log for the account.

    It's important info that isn't currently captured.

    6 votes

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  14. When Checkrun is processed, C-Suite populates the next highest number check in the "What Is The First Check Number" prompt when a new check batch is created rather than the last check number used. When we converted data we had historical check number sequences higher than current check stock in use. Therefore, the wrong check number populates. Suggestion is that the system use a timestamp for the last check used rather than a sequential number currently used. There are valid reasons historical check numbers would fall out of sequence.Check, First Check, Checkrun, Check Batch, Confirm and Post Checks, Check Run

    11 votes

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  15. When reconciling bank statements, it would be helpful to move the cleared transactions either up or down so that it is easier to see the uncleared transactions. When you have hundreds of lines of transactions, it would be nice to have a more visual representation to see what has and hasn't been cleared.

    1 vote

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  16. There should be an additional confirmation step for the "Cancel" option in the bank reconciliation. I lost an entire bank rec with 1 accidental click.

    5 votes

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  17. Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.

    5 votes

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  18. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    2 votes

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  19. 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.

    174 votes

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  20. It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.

    1 vote

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