679 results found
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Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…
12 votes -
Recurring donation record with ACH as a Payment option
Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.
28 votesMoving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
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Fields available for Bulk Update/Import/Delete on Records
It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)
Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.
14 votes -
internal grant upload
Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.
47 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
16 votes -
Bulk update grant approver
It would be ideal to be able to bulk update grant approvers, such as in the case where all of one user's funds are moved to another user for approval.
15 votes -
Admin Fee Report
When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.
21 votes -
Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
18 votes -
Scholarship Letters - Fields Available
We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…
11 votes -
Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
13 votes -
The ability to inactivate a scholarship to remove it from the scholarship list.
If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.
18 votes -
Beneficiary "On hold" or Inactive
Allow for making a distribution to a Beneficiary on a fund "on hold" so that it will not be created when spendable grants are done. we have many funds that have beneficiaries as part of their fund agreement but the distribution is on hold for various reasons (the fundholders desire the fund to get to a certain level before making distributions, the fund is waiting for proceeds from life insurance, etc.). But we would like to have the beneficiary information created on the fund so it can easily be "activated" when the hold is removed.
14 votes -
Custom Field Type - number option
It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.
20 votes -
Recent Donations
When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.
9 votes -
Refunds
Add ability to process scholarship refunds without the initial check being reconciled first
13 votes -
Donations: change fund
Change fund on donation
I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.
58 votes -
Add donation advisor field as an option in donation custom reports
I understand that there is an advised donation report, but would love to be able to pull the field "donation advisor" into my custom donation reports rather than run two reports and cobble them together.
11 votes -
CRA and provincial Societies
As of January 1, 2023, CRA will be allowing non-profit organizations to apply for grants that are normally only for charities. This would be a change to both CommunitySuite and GLM as the AJAH check only checks for charity numbers and we will need to also be able to use Society numbers. Can this be modified to check either?
2 votes -
Opportunity Pop Up Notification
It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.
23 votes -
donor history
I would love to see a donor history view that looks similar to fund history. Now when you click into a fund's history, you see top donors, a graph of giving over time, and a pie chart. It would be wonderful to see this on a donor's profile as well that easily displays funds they have given to, years they have given the most etc. etc.
10 votesYou can filter to a specific profile id in a donation dashboard and see this information now. It is not a link in the donor view, but I do see the value of the that option.
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