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  1. Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.

    A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.

    1 vote

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    Proposed Idea  ·  0 comments  ·  General Ledger  ·  Admin →
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  2. We have a custom field for grants that would be very helpful if it was available in the grant requests on the portal. We are implementing a work around with using the summary and a bulk action in reports but the availability of the custom field in the portal would be much easier.

    4 votes

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  3. I noticed that the Outlook integration app works well for emails that have been sent, but that I can't access the app while drafting an email. It would be nice to have this feature, as then as soon as I hit send, it attachs to the file without having to go into my sent folder. Thanks!

    2 votes

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  4. The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?

    fcsuite.com/erp/profile/profiletype

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  5. When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.

    14 votes

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  6. Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.

    Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.

    Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  7. Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  8. It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.

    4 votes

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  9. We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  10. Provide an optional Dropdown Field on Grant Requests/Recommendations from donor-advised funds:
    - General support
    - Program support (indicate specifics in Grant Description)
    - General support for an event, no benefits are received
    - Grant is for an event, full minimum cost to attend has been already paid in full outside the DAF

    Purpose: Increase due diligence when processing grants

    4 votes

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  11. Right now the ability to add a profile while on a campaign requires the Campaign Edit permission. Staff that are adding profiles to campaigns from that screen shouldn't necessarily be able to edit the campaign. Can this be a separate permission?

    4 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  12. 1 vote

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  13. It would be great to have the option to export the Positive Pay report as a CSV file since that is the requirement with our bank. It would also be very helpful to have the option to request how the data columns are formatted in the generated Positive Pay report. Our bank requires the data columns in a different arrangement than what is generated in C-Suite. Every week I will need to transfer the TXT file into an Excel document to make the column adjustments and to save it as a CSV file. This is a lot of extra work…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. We would like to be able to attach a file such as a letter or image to our fundholders with their quarterly statement. This would enhance fundholder (donor) communication and relationships.

    2 votes

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  15. Allow data from the item to be reported such as the fund name and not just from the profile payment. You can add multiple donations and invoices to a profile payment that are being put into funds other than the initial one entered on the profile payment. We utilize the information multiple times a day to create confirmation of correct information entry. We want to know when there are both donations and invoices on a profile payment. But knowing the different funds, when there are multiple donations is just as important.

    2 votes

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  16. When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  17. Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and separate opportunities have already been created for these gifts.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Opportunities  ·  Admin →
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  18. Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and they have already been made created as separate opportunities

    1 vote

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    Proposed Idea  ·  0 comments  ·  Opportunities  ·  Admin →
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  19. Please include the "Last Login" field in custom reports and the Export CSV on the Fund Advisor page.

    It would be extremely helpful to have access to a Last Login field for Fund Advisor users in both custom reporting and the Export CSV. This data point would allow staff to:

    Track engagement with the Fund Advisor Portal

    Monitor inactive users over time

    Measure portal adoption and effectiveness

    Proactively reach out to unengaged advisors

    Currently, there is no way to systematically report on or export this information, which makes evaluating portal usage difficult. Adding this field to reports and exports would…

    2 votes

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  20. It would be helpful to have the ability to assign a default Bank/GL account to specific funds, so that when vouchers are created for those funds, the system pre-populates the designated account. This would streamline AP workflows and reduce the chance of user error, especially for organizations that manage legacy funds with dedicated legacy bank accounts.

    Organizations managing multiple legacy funds that have their own bank account(s) need a reliable way to ensure vouchers tied to those funds are consistently paid from the correct account without relying on filtering or memory.

    2 votes

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