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77 results found

  1. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    The portal gives donors the ability to set up recurring grants, but once they are entered, the donor has no way to edit them or cancel them without having to contact us.

    We previously used Donor Central and it gave donors the option to "edit" (which actually walked them through re-entering a new recurring donation but with the org info prepopulated) or cancel.

    66 votes

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  2. Day Date for Cleared Checks in Bank Reconcile

    There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.

    9 votes

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  3. Customize "Continue Giving" Button

    We want to customize the wording and landing page this button leads to.

    8 votes

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  4. email - integration with Outlook

    Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.

    34 votes

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  5. Bank reconciliation report

    May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.

    5 votes

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  6. Bank reconciliations

    It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.

    41 votes

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  7. Public Securities Donations To Multiple Funds

    Would like the ability to split or allocate a public security donation to more than one fund.

    25 votes

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  8. Add Online Donation Description to the Description Field not Notes FIeld

    Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field

    22 votes

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  9. Financial view comparison of two different years

    I would like to be able to pull a financial report that would give me current month actual, annual budget, ytd actual and prior year month actual, and prior year ytd actual. We currently give our board current year information and prior year information to determine how we are doing.

    18 votes

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  10. Bank reconciliations

    It would be helpful to have the Bank Rec report pop up immediately upon reconciliation, rather than have to go back into the history report to print. I have never seen a system that did not do that. Also, we should be able to print a rec for a month in which there was no activity, to still show proper balances for current months.

    22 votes

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  11. Grant Catalog - add option for CC donation from FA Portal

    Right now, there are two ways to support a project listed in the Grant Catalog - one with a credit/debit card, the other by making a grant recommendation in the donor portal. It would be helpful if there was a webpage that showed both options on one single page. Right now, you have to visit two different webpages depending on how you want to support the project. Combining these options into one page could make for a better user experience. Thanks for your consideration!

    8 votes

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  12. View Tasks Upon Logging in to CSuite

    The Tasks feature in CSuite is a great feature, but it would be even more effective if we had the option to view our current tasks after logging in, rather than seeing the Home Page. This would automatically prompt users to review everything on their current To-Do list rather than having to remember to review tasks.

    4 votes

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  13. quick voucher

    I really miss the quick voucher option on the bank reconciliation. Couldn't there have been a way to adjust the permissions for those who had concerns about this? For interest and bank fees, I now have to go through a longer voucher process which, for us, has no additional controls than the quick voucher did. Can you bring it back?

    5 votes

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  14. Allow Donors to Add Grant Contact/Address in Portal

    I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".

    Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?

    19 votes

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  15. Revenue Share option for Impact Investing

    It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.

    6 votes

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  16. Impact Investing: revenue share

    Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    13 votes

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  17. A notification to your email when an email bounces back in the system.

    A notification to your email when an email bounces back in the system.

    38 votes

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