1362 results found
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Income Statement Format
Due to large market swings of investment activity, the income statement can show confusing information. If a particular month has huge gains it could mask an issue where expenses exceed revenue. Moving realized and unrealized gains to a separate location on the income statement, the true performance of the foundation can be seen. We are attaching a sample income statement that we manually generate in excel. Besides segregating market gains and losses it would be wonderful to reflect the ending fund balance as well.
1 vote -
Expense tracking on line item like a department code as a separate field that would also be an option on journal entries.
Ability to track expense categories like departments on each line of a transaction including expenses posted through journal entries.
1 vote -
import attachment url
When importing vouchers you should be able to import external attachment url at the same time.
1 vote -
Permissions on individual profile field
Set the permissions for some fields in profile to be accounting only.
1 vote -
dext
Create an integration with Dext for expenses, receipt management and employee expense claims.
1 vote -
Include Check Numbers on the Bank Reconcile Report Export.
The Bank Reconcile Report is a clean and concise view of the monthly reconciliation. It lists everything needed: Transaction ID / Post Date / Check Number / Description / Check ID / Debit / Credit.
Unfortunately, the Check Numbers are missing from the Export feature and much needed for our monthly data.
Included on attached documentation 1) a screen shot of the Bank Reconcile Report and 2) a spreadsheet of the Export.
5 votes -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
21 votes -
Transactional Admin Fee Maximum
It would be nice to be able to have a fund fee type of 1% of each donation received with a $1,000 minimum and $5,000 maximum annually, for example. We can currently accomplish the $1,000 minimum by assigning a 0% yearly fee with a $1,000 minimum (in addition to the 1% transactional fee). This fee looks back at transactional fees charged over the year and brings the total up to $1,000 if it isn't already. However, if a fund has already been charged over $5,000, I don't see an automated way to have a maximum fee on a transactional fee…
1 vote -
tasks
It would be great if tasks could be viewed directly from the profile. Right now you have to click through a lot of places to see tasks. It would be great to have tasks that are not related to an opportunity which is currently not possible. We end up using notes a lot because it is so much more visible from the profile.
7 votes -
Campaign Waitlist Option
I would like the ability to have a waitlist option for campaign tickets. When the max tickets are met, a waitlist option is presented for those to choose. This option sends an email notification after submission that can be customizable and would not include an attachment.
1 vote -
Due Diligence Feedback: May 2026
Please post feedback around Due Diligence here.
1 vote -
Grant Catalog Stripe Fee on Donation Report under Grants
We recently used the grant catalog for the first time to handle our Week of Giving Campaign. When I went into the grant after the week to put the donation report for each nonprofit and exported it as a CSV it does not include the "net of fee" amount or even just the stripe fee amount so that I can manually calculate the net amount. Can this field be added into the donation report.
1 vote -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
7 votes -
Bulk Delete Profiles from Campaign
There should be a function to 'bulk delete' profiles using a checkbox when manually scanning the profiles tab, instead of having to click "delete" individually from a campaign, which causes the page to refresh each time and makes you lose your spot.
5 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
11 votes -
attach files
in some areas of CSuite when you click "Attach File" you are given the option to check a box that says "External", however other areas such as vouchers that check box is not available.
As a user I would like the option to attach external links in all areas where "files" would be attached, this would allow my team to link to our Sharepoint rather than saving in Sharepoint and in CSuite.2 votes -
User Specific UI Feedback (Darkmode/Contrast)
Please post feedback here
1 vote -
Affiliate Portal Permissions
We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:
Look Back Dates - Right now, this is a global-level permission…
8 votes -
Multiple Engagement Strategies
We have different engagement strategies based on internal personas. For example, we might have a "Frank Founder," (Founding Donor) that is also an "Andy Advisor," (professional advisor). Both have different engagement strategies such as the Andy Advisors getting invited to continuing education opportunities and Frank Founders getting invited to donor appreciation events. Is it possible to make change the drop down menu so that multiple engagement strategies can be selected? Or be able to add a custom field to help capture additional or "secondary engagement strategies?" Thank you for your consideration! :)
5 votes
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