682 results found
-
Yearly tax letter envelope
We do a summary tax letter for our donors that show all donations made in a calendar year for every donor. I can easily export the letter listing all the donations in bulk. But I am not able to export the corresponding envelope in the same order. So I have to run two separate exports. And neither match up. I can't figure out the order of the way these are exporting. This should be an option with the yearly tax receipt. It is not efficient to spend that much time sorting envelopes to match correctly with letters
6 votesThe yearly tax receipt envelopes should now print in the same order as the letter. It is important to only create letters for donors with an address, otherwise the envelopes will not print.
-
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
5 votes -
Grouping Non-Till Transactions for Deposit
Please consider providing a way to group non-till transactions when depositing to bank. It is sometimes financially prudent for our foundation to use a 3rd party payment processor other than Stripe for an event, and so we may have hundreds of donations processed and then transferred in groups to our bank account. Without a way to group accordingly in C-Suite, we must reconcile the bank statement with thousands of individual deposit entries.
14 votes -
Admin Fee Edit
It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.
32 votes -
Report field to indicate if a grant is a multi-fund grant
It would be great to have a field within custom reports that indicates if a grant is a multi-fund grant or not. Currently there is no way to show this and multi-fund grants appear as individual grants based on the fund rather than one grant that is paid separately. This makes reporting on multi-fund grants a very manual process.
Thank you!
11 votes -
Accidental duplicate donations by donors
It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.
28 votes -
Column View for ALL financial reports
It would be very beneficial if there were column views on ALL of the financial reports. There are column views on the balance sheet and income statement.... but can it please be integrated in the trial balance and detail trial reports? There are certain reports we ran and need from FIMS that we could get exactly what we wanted if we had this option.
The reports we are pulling now in place of it have way too much information on there that is not needed. If I can pull a detail trial with certain accounts selected then have a column…
21 votes -
Ability to Increase Scholarship Award Amount after partial payment
The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.
12 votes -
Financials: fund balance (show $0 balance funds)
Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.
25 votes -
stripe donations highlighted on dashboard
It would be great to have new stripe donations notified/highlighted on the dashboard
13 votes -
Attached files sorted most recent at the top (or options to select sort).
It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.
39 votes -
Add Invoice ID and Donation ID to Profile Payment Custom Report
In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.
Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from…
10 votes -
DAF Payout % Report
There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.
34 votes -
set distribution amount
For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.
15 votes -
Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor
We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?
79 votes -
Recurring Grants- Voucher Date
We have quarterly operating grant transfers we process. We have set these up as recurring.
Hate that you have to wait until that exact date to post them if you are trying to work ahead. Someone has mentioned that and I have voted on.
Most importantly- When these recurring grants are created... the voucher date should default to the next date on the recurring grant record- not the day you go in a create those grants. All of these grants that are recurring are electronic and we do in large batches. After I run the large batch.... I have to…
15 votes -
Customize Resend Guest Link Email
Please add the ability to customize the "resend Guest Link email" for an event.
9 votes -
Bulk update of colleges and student IDs
Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.
12 votes -
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in th
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in the records, and it is hard to give accurate information
12 votes -
Dynamic "Primary Org Contact" field replace static "Contact" field
On an organizational profile record, the static fields "Contact" and "Contact Title" allow you to type in a name and title, which then populate the address blocks on that record. Those fields appear on check letter and grant letter templates.
There is also an option to select an individual which is linked to the organization as a "Primary Org Contact". That selection makes a dynamic link to the individual. However, "Primary Org Contact" is not an available merge field on any template.It would be ideal to have that dynamic, linked indication available as a merge field or (even better!)…
13 votes
- Don't see your idea?