CommunitySuite Idea Lab
1100 results found
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Better aging reports for AP
It would be helpful if we had more robust options for the aging report in AP. When you do the historical AP, you lose the dates (although they're listed for the grants payable). I'd love to see those dates.
21 votesEnhancements to Payables were released on 11/2. Here is the release note:
Accounts Payable: Updated the Accounts Payable list to include an aging schedule for Accounts, Grants and Scholarships Payable based on the date of the Voucher, Grant or Scholarship. Enhanced the Historical AP left menu option which populates a report that will “age” the payable by year based on the payment line detail for the grant or scholarship record. This report is commonly requested at year end as audit prep begins. The Grant or Scholarship ID has been added along with the award date. Columns have been added that reflect the payment line detail by year.
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Fund statement email - no reply email redirect
Currently if a donor presses reply to a fund statement email they received, it will automatically populate the users email who sent out the statements rather than the default email reply to listed in system data and despite it coming from a no-reply@fcsuite.com email address. The user also receives notifications on any emails which have bounced.
It would be great if there was a field where we could either input a email for replies to come to or the system defaults to the the one listed in system data as the person approving the fund statements may not be the…
6 votes -
Copy Daf Grants (and others) and then change as needed
COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…
4 votesThere is a current option in the left side menu of a grant record that allows a User to copy a grant record. Once copy is selected, the new grant can be edited to reflect any changes.
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Tribute Templates: Adding Description as an Template Field
We'd like to have the Description available as as field to be used in the tribute templates, "in honor of" and "in memory of". The donor has provided us with this information and would like it passed on to the recipient. Can that please be added?
7 votes11-2-2022: Templates: Tributes-Resolved an issue when producing an organization tribute template, the recognition name would be replaced with organization and organization contact. Clients can now use recognition name within the tribute template. Templates: Resolved an issue with tribute templates that were not populating with the memorial_type merge field when printing tributes.Templates: Resolved an issue with tribute templates not populating the description field when printing the templates. Monks-2200
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Suggestion: Output field Organization should NOT grab Houselhold data
When I create a report to list a group of profiles for a mailing, I include the Output field "Organization", But for "Household" profiles, the "organization field populates with the household name - which is not the same as the Label field, causing these profiles addresses to have TWO names: Label and Household. I think that "household" should NOT be pulled into the Organization output field. They should be sepaate fields for various kines of data/list outputs.
6 votes -
campaign security
Separate the "Create Campaign Group" in the security settings for Campaigns to protect the integrity of the Campaign Groups the organization wants to use. The entire Campaign landing menu with the words "Create Campaign..." leads users to click there first. There is no prompt or showing of additional Campaign groups and CSuite allows multiple groups. After having five "Event" campaign groups we had to limit access to the Campaign module and run data reports to make sure we aren't going down that path. Create a new security item for this so we can limit access.
2 votes -
Historical, Scholarships
Allow historical scholarships to be deleted
2 votesReleased today: Scholarships: Added the ability to import historical scholarships to the scholarships import template. Clients will now have the ability to import historical scholarships into CSuite. We have added the historical column and student_is_grantee column. This column will allow clients to pay the student as the grantee instead of a school. This will be a per payment line import, and will not report on the grants reporting. Clients will also now have the ability to delete historic scholarships, since there is no general ledger impact with historical scholarships.
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Historical, Scholarships, Import
Create the ability to import historical scholarships rather than going through the convert grants functionality or adjust the convert grants to historic scholarships.
2 votesThe ability to import historical scholarships was released on 11/2/22. Here is the release note:
Scholarships: Added the ability to import historical scholarships to the scholarships import template. Clients will now have the ability to import historical scholarships into CSuite. We have added the historical column and student_is_grantee column. This column will allow clients to pay the student as the grantee instead of a school. This will be a per payment line import, and will not report on the grants reporting. Clients will also now have the ability to delete historic scholarships, since there is no general ledger impact with historical scholarships.
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Option to Customize Donation Receipt Email Body
We should have the ability to edit the text of the email that is sent with an attached tax receipt for non-online donations just like we can for the automatic email for online donations. Currently it just says "Attached is the receipt for your donation on DATE". Please allow the ability to edit this content so that we can use this feature without recipients thinking it is spam.
33 votesIn Donations>Content, there is an option to edit the Donation_email_body. This content area can contain HTML code.
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Batch Close Scholarships
Instead of clicking through each paid scholarship and clicking "close" it would be a real time-saver to be able to do this in a batch.
29 votes -
Tributes
Tributes
The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.48 votes -
Grant Advisor Field
Grant Advisor Field should be part of the initial grant creation process.
1 voteThe grant advisor can be set when creating the grant once the fund has been assigned.
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Bulk Edit Fund Screen
It would be great to have the ability to freeze the fund names on the left hand "name" column when bulk editing funds. Currently when you scroll to the right you lose the names of the funds you are trying to edit and it's really difficult to complete edits.
*this idea was originally posted by someone else in Aug 2019 but no comments or implementation so far
47 votes -
Deposits: No Check numbers on Bank Deposit Slip
The bank deposit slip does not carry the payee check number. We had hoped to replace our handwritten bank deposit slip with the one from CS since the entry is already done, but need the check numbers and they do not come in.
4 votesReleased 6/14/2023:
Deposits: Updated the deposit slip to reflect the date deposited, instead of the date that the deposit slip was created. Added the check number to display next to the donor name on the deposit slip.
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deposit date
It would be helpful if the date that prints on the deposit slip is the actual date of the deposit--not the processing date. The correct deposit shows in the transaction detail, but won't print on the deposit slip. Please correct the coding for this!
19 votes -
1099-NEC
Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.
47 votesThis was released on 12/7/2022. Here is the release note:
1099: Enhanced the 1099 reporting by adding a new 1099 menu allowing clients to create 1099 MISC and NEC reports. Clients can export the report for 1099 processing outside of CSuite. The report uses the 1099 code from the account on the paid expense to determine the 1099 designation. We will be removing the e-file functionality from CSuite, since many clients are handling this process when creating 1099 within another system. This now has a new permission.
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More Fields to set for Designated Fund Beneficiaries
I would like to be able to set Grant Type, Service Area, and Grant letter template when setting up the beneficiary, so they don't have to be edited every year, since they are likely the same every year.
29 votes -
fund statement student name
Currently, we are using the {{vendor_name}} merge field for all grantees on our fund statement template, but this is pulling the student name for scholarships instead of their school name. It would be helpful if there was a different merge field we can use to pull school names for scholarships.
9 votes -
Bulk edit funds to add minimum fund balance
It would be nice to use a bulk edit option to add the minimum fund balance amount to multiple funds at once. For example, add a $10,000 minimum fund balance to all Donor Advised funds at once rather then having to edit each fund individually.
6 votes9/5/2023 Funds: Added the ability to Bulk Edit Minimum Fund Balance and Minimum Checking account Balances for Funds.
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Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task.
Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task. Also, on the MY TASKS list page, we need a column for the field "Task Object" (the profile to which the task is linked) otherwise the User/Creator sees the list of tasks but has not idea to whom each task is linked at a glance.
4 votes
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