1444 results found
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Unpost but don't delete a donation
When we unpost a donation, do not automatically delete it also (maybe have a flag that asks whether the user wishes to delete it or not). 99% of the time, when we unpost a donation, we simply need to fix something on it and re-post. This will significantly increase productivity, especially with Stripe payments that are now auto-posting the donation, much to our chagrin.
53 votes -
copy gift
It would be very useful to have a COPY function when creating gifts. Many times a batch of gifts is received on the same date, going to the same fund, so we'd just have to update the donor name & amount. This was available in FIMS and saves alot of time.
thank you for your consideration
47 votesDonations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Quarter End Balance (QEV)
It would be helpful to have the QEV available for all funds and not just the ones with the spendable coding.
Right now, we are being told to have the QEV show we need to edit the fund and give it the spendable code and distribution type then we need to go to the GL and run "rebuild QEV". It's either this or run multiple quarterly reports.
4 votesFinancials: Added an Audit Balance report to the left hand menu in financials. This report will allow clients to run quarter ending balances based on bank and investment accounts for a time period and by quarter or year. There is also options for fund balances based on total fund balances, principal, and spendable balances displayed by month, quarter, or year based on the date range selected. Fund filters can also be applied to this report. The default view is by quarter, selecting edit options will allow a User to change the time period. This report will only populate quarter ending values for time periods if the month/quarter/year end is closed.
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2 votes
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Fund Statement
Many of our fund holders like to see both their monthly and quarterly statements. Currently, you can only view one or the other. Can there be a way that each fund can have the option for all three: monthly, quarterly, yearly at the same time? This would save time instead of manually creating those "summary" quarterly or yearly statements.
8 votes -
Grant Types
We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.
11 votes -
country
The new zip code update has caused an issue with international addresses. I entered Canada as the country and the profile demanded that I enter a valid zip code and state for the address. The way it wanted me to inter this information was not valid. This is not working.
1 vote -
"fund file"
Create a "sticky" for fund files so that agreements/amendments are at the top of the fund files
15 votes -
log
We need the ability to see the details of voucher creation (who created and when). This currently is not in the log for grant vouchers and it is important for us to know who created the voucher and when to be able to prove to our auditors that we are following our internal controls.
5 votes -
ntee
It would be nice to have a field within a grantee that holds their NTEE code and when you create a grants from CSuite it auto populates that code.. Also to have it come over from GLM to CSuite.
2 votes -
Add Grant Area to the 990/Grantee Report
Can you please add a column for Grant Area to the 990/Grantee Report?
4 votesThe grant type has been added to this report.
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Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
11 votes- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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Options to see entire grant history of a fund
It's nice being able to see on the screen gifts given by quarter and year. However, it would be nice to have an option to see the entire grant history on the screen as well. And if we could also sort the rows by column headers that would be great. That way I could sort by grantee name and quickly find the information I'm looking for.
66 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Editing Grant Category
We need to be able to edit the grant category after a grant has been paid. The Cycle is editable, so it seems like the category should be as well.
1 vote -
Add Fundgroup and subgroup to Underwater Funds Report
We indicate if a fund is 'quasi-endowed' (i.e. able to invade principal) in the subfund field. We would not want to treat those as underwater. It would be helpful if those fields could be added to the export of the Underwater Funds Report.
7 votes -
Filter reports for 990
The donor report for the 990 includes interfund gifts/grants in the report, but since they should not be reported as donations (only the original gifts to the funds should appear in the 990), it would be great if you could automatically exclude those or allow filters to be put on the 990 reports.
13 votes -
permissions
Need to add a permission for all staff to see approved fund statements.
17 votes -
Ticket Value - Donation Type
When you're in "Create Campaign Ticket", there should be an option to assign "Donation Type" when filling in the "Value" field. If not the system automatically chooses the first Donation Type on the list (in this case Agency Endowment). There should (maybe) be a way to assign the Donation Type instead of having to edit the donation every entry.
4 votes -
Investment earnings and fees on fund statement
We would like to report the Investment Earnings and Fees as Net Investment on fund statements. We had to make the management fee account a revenue account for it to show as net. If there is a way to keep it as an expense account and still report a net amount in the statement account, that would be great.
3 votes
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