1583 results found
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can you create a user document for folks moving from regular accounting to fund accounting to understand the differences and similarities?
I am in Canada and we have found the purchase of CommunitySuite and a move from Sage to CSuite very challenging to explain to our accounting auditors and board as there is no document explaining how fund accounting is different or what is similar. A document or article to better explain how the components work together in accounting terms would be very beneficial. We have been at it for a year and a half now and they are still not happy with the differences because they do not understand and I cannot explain.
1 voteHello,
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Fund Statements Available Emails
it would be nice if we could see who has opened the emails donors receive when fund statements are available. A click rate would help the Foundation understand how effective these emails are regarding fund statement.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Supporting Org/Affiliate Portal and Fund Name vs Public Name
Currently the Supporting Org/Affiliate Portal shows statements listed by the Fund Name. All other areas show the funds Public Name. It would be beneficial for consistency for our Fund Advisors to see the Public Name in all locations. Either give the option to choose which name to show or show the Public Fund Name as is done when logging in from the Fund Advisor Portal.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Freeze the Headings in the Grant Buckets
When looking at each grant bucket, it would be helpful to freeze the top headers so they still remain in view when scrolling up and down. Similar to how you can freeze the top row in Excel.
11 votesHello,
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address update
My CF needs a smoother way to update addresses in CSuite. For example, our client reached out and stated that they moved locations. So far we have been doing them manually and noticed that it can be a pain when having to edit each individual linked to the former address and change it to the new one manually.
Instead of the new value/old value section shown in the reference image, is it possible for it to implement the names, old address, and a new value column with the NEW address change and their names.
1 voteHello,
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Add "links" to custom field types
It would be nice if there was an option under custom fields that would allow you to choose the option to pull from the database info.
Example we want to add contingency beneficiaries, right now the only option is a text box to add the name of that organization, but it would be nice if there was an option to allow me to choose the actual organization profile
1 voteHello,
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Thank you
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mapping
When mapping grantees from a GLM request, it would be useful for the dropdown menu to select "Sync to Existing CSuite profile" would allow you to type in a profile ID if you cannot find the grantee profile you are looking for. I have found that the dropdown menu doesn't always contain the profile I'm looking for, even if I change up what search criteria I'm using by checking different boxes on the left side of the screen (e.g. name, city, tax ID, etc).
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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TEMPLATES
It's not always an exact science, personalized edits inevitably need to be made (for me anyway). I would love for the editing to be done in the platform, not downloading into word, so that the letter I edit/create is attached to the check record within the system, not something I then have to upload and attach to prove I actually did it...
1 voteHello,
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Create a "generated date" field for the on-demand "manual fund statement" function
The "generated date" field for fund statements is great but can't be used for those statements generated "on demand" using the "manual fund statement" function (or perhaps I am using the field incorrectly?). would be a great feature to have to know as of what date the document was created, without having to manually adjust. Thanks for considering!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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History on Fund Statements
We need to be able add the Total Donations and Total Grants/Disbursements to our Fund Statements. This is such a great tool to show the impact an endowment has had over the life of the fund. This is the info that is shown by selecting "History" when viewing Fund information. It is great for me to see, but would be more impactful for Donors to see their impact.
7 votesHello,
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Thank you
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error in how hyphens are appearing in address fields and custom fields
Hi - hyphens in address fields and custom fields are not populating properly. Reports exported to excel give weird characters in the address field. Within the custom field itself on the CSuite screen, it looks like it should be fine when copy/paste, but then something happens and it goes all strange when refreshed. Lots of those weird ae" stuff.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Default Grant Template - Visible on Grants Page
On the grant page for individual grants users are able to assign a specific grant letter template per grant. Alternatively, users can leave the field blank and use the default grant. However, after assigning certain funds to have default grant letter templates, the default template being used does not show on the grant page. Users must memorize all defaults or manually check for each fund for which a grant is being approved.
A simple solution is to simply show the name of the default template being used or show "No Default Template Selected".
NOTE: I am unable to upload a…
1 voteHello,
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A "swap donor and advisor" button
It'd be helpful if there was a menu option in the Donation that says "swap donor and advisor". This can assist with quicker fixing, than having to clear the advisor, add advisor then changing donor.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Edit campaigns from previous donations from FIMS
Would like to be able to edit campaign from donations that transferred over from FIMS. We decided we want to be thoughtful about how we are recording donations and the campaigns that we are linking them to, but can't have accurate history if we can not edit these past donations.
2 votesHello,
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Under donations tab - listing 'revenue account' would be most helpful
Under donations tab - listing 'revenue account' would be most helpful
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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I want to be able to import loans and/or loan payments
I am needing to use the loan piece with multi-fund loans so if I could import the loan initially from a spreadsheet, that would help me a lot.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Donation & Grant Summaries on Donor and Grantee Tab
Donation & Grant Summaries on Donor and Grantee Tabs - Freeze Fund Name Column. It would be helpful if the fund name column on the donation and grant summaries tabs for donors and grantees could be locked as you scroll right to look at year-by-year amounts or for the total. Currently, the fund name columns get hidden by the left side menus. At the very least can you consider moving the totals to the first column next to the fund name.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grouping By Month or Year
Custom reports allow for grouping by exact date (i.e. 2/3/2022) but not by month (February 2022) or year (2022). In-system reporting would be much more functional with this option.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fund advisor portal - show available cash by fund
Available Cash - We would like to have the available cash option be by fund and not be a global change. We have some fund advisors who do not need this function, but some do. Or to give flexibility in picking the accounts that are shown as available cash.
1 voteHello,
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Total amount for undeposited donations
When you have a list of donations in the undeposited or unposted area in donations it would be nice to have an amount at the bottom of the list. That way you have a double check against your in house document and CSuite.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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