46 results found
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Fund advisor profile merge requires new donor portal access
When merging duplicate Fund Advisor profiles, the existing fund advisor URL is disabled and a new login is required to be sent.
Can this be reviewed so that FA's do not lose their access to their portal login when a profile merge is actioned.
21 votesWhen merging profiles, you must maintain the profile that has the Advisor designation so that the login remains.
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Financials Column Options - put the dropdown back on the financial statement screen
I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.
46 votes -
File Category Restrictions/Permissions
Currently, most of our users do not have access to journal entries in CSuite; however, if they go into the "Files" section, they are able to open the journal entry support that was attached to the JE that they could not access. Due to the sometimes sensitive information, it would be beneficial if we could choose who has access to which file category or if the file is attached to a process/area of CSuite that the user does not have access to, their access to the attached files should also be restricted.
6 votesFiles attached to journal entries are now restricted to those Users who have view access to Journal Entries. We are not able to restrict access to specific files at this time.
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Fund statement email formatting.
The Fundstatementemail_body editor needs to work correctly. Right now, the content you create is not formatted in the email the way you write it on the editor. For example, if you put something like the first picture it will show up in an email differently.
I type it in like this:
Dear {name},
Please find attached a Fund Statement for last quarter. Please let us know if you have any questions or if you need anything.
Best regards,
Crewe Foundation
When the email is sent the message shows up as one line. It looks really bad, kind of…
5 votesThe Fund Statement Email Body content area supports HTML for formatting. Inserting <br> is the HTML code needed to insert a line in the content.
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1099 code needs to be on voucher line level not only broadly on vendor or GL
My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.
FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.
21 votesIn order to create an accurate 1099 report in CSuite, you will need to create an account that is subject to 1099 report and one that is not. This is different from FIMS, 1099 is set at the account level, not the detail voucher line. For example, create an account for Professional Fees (subject to 1099 reporting) and another Professional Fees (no subject to 1099 reporting). You could use sub accounts in this example as well.
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Statement of Activities
It would be really great if when printing the statement of activities pages that the column headers repeated on the second page. Thanks
15 votesAfter speaking to our Developers, the report header will only be available on the first page.
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campaign list - add profile type
Once you have a guest list for a campaign built - it would be nice to be able to assign a profile type to all of these profiles, or a way to save that list - making it easier to create campaigns in the future without having to rebuild a new guest list every time
2 votesThere is an option to add a profile type in bulk from a custom report. For this request, create a Campaign Profile Report and at a minimum include the profile id. When a profile id is added to a custom report, it opens a left side menu option titled Bulk Actions. In that list is an option to +Add to Profile Type and all profiles in the list will be added. So simply filter to the campaign and add to the profile list. Please contact Success if you need help building this report.
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Payable GL accounts for clarity in Financial Reporting - Scholarship, Grant and Accounts Payable
We would like for any expense in the Grants GL to post through only Grants Liability. Any Scholarship expense to post only through Scholarship Liability and all other Accounts Payable to post through AP. Having all Grants, Scholarships and AP post in each liability THEN through AP inflates AP amounts at any given time and takes significant filtering and research to ensure actual accounts payable amounts are accurate for financial reporting and audit purposes. If cSuite can connect each GL expense to the appropriate liability and allow payments from those liabilities individually, the process would be clear and the accounts…
2 votesGrants and Scholarships move from one payable to another based on the status they are in. A/P should not be inflated based on this work flow. When a Scholarship is awarded it creates a Scholarship Payable, when vouchered, it becomes a Grant Payable and when marked for payment, it becomes AP. A Grant follows a similar work flow. We did update the Payable reporting and historical reporting for payables for easier reconciliation and tracking with the release on 11/2/2022.
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Indicate required signatures for a recommending a grant?
We would like to be able to see from the Fund record who the required signatories are to make a grant recommendation. How are other community foundations doing this? Many agency, committee, corporate, and designated funds have more than one fund advisor listed who can recommend a grant and don't require additional signatures. Some funds are set up so ALL fund advisors are required to make a grant. Right now, we have to open the fund agreement for each fund to determine what is required. We are considering a custom field, but wanted to know how other people do this.…
1 voteI would use a custom field if you are needing to do reports with this information. You could also add an alert to grants for that fund with the information. Like this fund requires 2 signatures before processing grants..that would be a good way to see the information quickly.
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Notes
I often like to put a very simple note on a check record to indicate that I put the check in the mail. But that whole notes box is a lot and that small a note gets lost visually...what if we could have a mailed/sent check box? As I'm looking at the grid of check info, the memo line is editable regardless of posted status, so I could do a workaround and use that maybe...but it would be nice to have the option for an "in the mail" check box and date entry - for checks and any letters that…
1 voteI would use a custom field on your voucher or grant. you could do a check box or a date. https://support.foundant.com/hc/en-us/articles/4409038143511-Custom-Fields-Overview
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Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"
Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to move 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
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file share
Allow an organization to choose whether file share is defaulted to yes or no. In entering vouchers, when attaching files, it would speed up entry if we didn't have to go in and click on yes to share the attachement for each and every voucher.
1 vote -
990 grants - exclude distribution
The current 990 grantee report works well. The only thing that is done manually is the exclude distributions from endowed/designated funds. They are earnings from their funds and distributions were made to the nonprofits, not considered grants. If we can look for certain GL in this report, we can exclude distributions to accurately report grantees who received more than certain amount when reporting 990. Thank you
1 vote -
Grouped Donations
When there is a group of donors that want to give, it would be great to have a way to group their donations together. We have groups of people that like to give individually (to get the tax benefit), and it would be great to be able to identify or tag those gifts as a group.
2 votes -
Customize "Continue Giving" Button
We want to customize the wording and landing page this button leads to.
8 votesAt this time, we have decided not to move forward with this suggestion. Thank you so much for your feedback. We encourage you to visit the new Donation Portal article in Foundant's Support hub for instructions on implementing the new Donation Portal. https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Portal Login System Email Address
We just sent login information for the Fund Advisor Portal and were surprised to see the system email (with the unique URL to create their password) was mailed to the primary profile email and NOT the email selected as the login. It would be nice if it went to the email we selected as login.
19 votesThere is not an option to set a separate email for a fund advisor. The confusion could be when the login name is set as the email. This field does not have to be an email, therefore the email goes to the primary email from the Fund Advisor profile.
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Grant History Reports
Grantee reports showing previous grants applied for, denied, amount funded and amount requested. This is one report we really miss from FIMS. Also if you could pull this from the fund report side too.
16 votesGrant applications are not available in CSuite, so this report is not possible. You should be able to report on denied and awarded grants with a Custom Report sorted by Grantee.
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Pay Sponsored Org on Voucher
Can there be a way to add a Sponsored Organization on a vendor's voucher the same way you do on a grant. We have a lot of expenses paid via credit card and it would be helpful to be able to create a voucher with the vendor's name (ex. Dominion Energy) but make the check payable to our credit card since that is how the bill is paid. This way we can easily search/review expenses instead of having to dig through our credit card transactions.
2 votes -
See account number in new voucher view
We have one staff member that puts in the vouchers then the accountant reviews them to make sure the fund and account number is correct then posts. It would be nice to see the account number used in the new vouchers screen for quick reference when you post all. Thank you
6 votesBecause there are multiple detail lines on a voucher, the expense account is not listed in the view list.
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Donation Portal - View All - Sort Funds by Group
We have 800+ funds and only want to promote ~10 of them on our donation page, sorted by group. However, when you click View All Funds, we would love the option to sort by group, not just alphabetically.
8 votesWith the donor portal revisions (currently in Sandbox) with plans to release in March 2024, there will be the option to promote funds and they will display in the sort order defined by the Foundation. Groups will no longer drive the way Funds display in the portal.
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