1295 results found
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export till
This was suggested in 2022 & archived without being implemented, but I'm re-posting because I would find it very helpful to be able to export the list of undeposited items in the till. I often need to add totals by period and currently have to manually add them. There are also times I need to sort by something other than date.
5 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 votes -
donor portal financials
The fund balances aren't aligning with the contribution, grant, and distribution totals due to credit card processing fees applied to donations. Is there a way for the fund advisor to drill down into each donation or view a separate screen that shows the associated fees, even before the end-of-quarter statement is posted?
2 votes -
Balance Sheet Liabilities List Order
Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.
22 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
19 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
AP historical aging
This has been requested before and marked as implemented, but not actually. Every auditor requests an A/P aging as of 12/31/24. Currently, if you select A/P aging, the report looks great and is exactly what you would want/expect. But if you select historical aging, instead, you get a list by fund, no aging aspect, and it's not anything like the current A/P Aging. Please create a report, as this is standard in most accounting systems, that will satisfy the auditors, without us having to export to excel, sort by invoice number, total by invoice number, and then manually age. Even…
2 votes -
Custom Field Report Name for Profile Steward and Fund Steward Are the Same.
I'm not sure when this field changed (recently as I pull reports regularly). The previous field for the steward on a profile was 'Steward' and the field for fund steward on a fund was 'Fund Steward'. This has recently changed to the same field name of 'Steward Employee ID'. The only way you can tell the difference is by what section the field is under, profile or fund. It would be nice to know when fields change on a report so I can ensure that my existing saved reports are pulling accurately.
I suggest changing the field for the fund…
1 vote -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
8 votes -
Integration with Payroll or Payroll Module in CommunitySuite
Would really like to be able to process payroll through CommunitySuite, either by adding a payroll module to the system or by integrating CommunitySuite with a payroll solution so that would automatically push over the JEs they need to account for payroll each pay period.
9 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
6 votes -
Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
30 votes -
open books need a warning or a password
Hello! We just had an issue where we accidentally opened the books back 10 years because of a typo in the date - can you please either put a warning on the open books feature or password protect it if it goes beyond 1 year? This caused a big issue from some Small Dog fund updates that did not close properly after reclosing the years.,
8 votes -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
7 votes -
Donation Advisors
It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.
2 votes -
letter
I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.
2 votes -
Identifying Yearly Tax Recipients
Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.
3 votes -
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed.
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed. Having the name of the fund would be helpful for those who received several statements. We have complaints from advisors of their difficulty when receiving them when they all say the same thing. Example: Advisor has 6 different funds with us, each fund has an Agency and Donor portion. They receive 12 emails with all of them having attachments that read "statement.pdf". I've inquired through Support who said it wasn't possible, and have searched through Idea Lab and haven't found anything on…
3 votes
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