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1284 results found

  1. 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.

    16 votes

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  2. Admin Fees Visible to Fund Holders

    Can we offer a tab in the fund portal for fund holders to view admin fees on demand? Our current option to offer the financials tab is more than we'd like to release, so separating out just the admin fees would be a nice feature.

    5 votes

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  3. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    40 votes

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  4. Pledge reminders - option to email

    When generating Pledge Reminders/Statements, it would be very helpful to be able to email them out individually. Currently, they only print into a bulk pdf to print.

    9 votes

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  5. Reclassify Grant Distribution Requests from Fund Advisors

    Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.

    1 vote

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  6. grant refund - grant type

    The Fund Grant Type Name shoud carryover from the orginal grant into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.

    When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run.

    4 votes

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  7. Changing Invoice Accounts

    It would be great to be able to alternate the receivable account for invoices without going and switching the default account for it when you want. I would like to record some to an accounts receivable acct and others to a grants receivable.

    10 votes

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  8. choose a different G/L account for scholarship/grant refunds

    Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.

    10 votes

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  9. 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

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  10. 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

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  11. 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.

    17 votes

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  12. Ability to run fund statements by more than one criteria

    Need ability to select by Fund sub-group as well as Fund Group, there is also Fund Division and Fund Segment. We have different investment portfolios that cross Fund Groups, hence we need to be able to select the sub-group as well. Please fix this, it used to function this way before the last updates.

    5 votes

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  13. Custom Distribution Dates

    Fund holders are able to select the dates they would like a distribution to be made. Options are annual, bi-annual but they can choose Jan/July or April/October. They would like the ability for fund holders to select their distribution dates from within the donor portal and be able to set a custom distribution interval within the fund.

    5 votes

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  14. Multifactor Authanticator

    Please allow for another option for MFA
    Again this morning I was unable to login because I left my phone with authenticator at home.

    MS Office allows for an alternate way to MFA, send code via alternate verified phone number.

    6 votes

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  15. Custom Reporting for Grantee Fields

    Requesting grantee fields availability in a custom report--including the charity check information.

    7 votes

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    1 comment  ·  Reports  ·  Admin →
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  16. 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

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  17. Refunds

    Add ability to process scholarship refunds without the initial check being reconciled first

    13 votes

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  18. Remove Profile button from donor portal login page

    The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.

    3 votes

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  19. Recurring Donations Communications to Fund Advisors

    Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.

    11 votes

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  20. It would be nice if in the student award granting letter that the student name show first then last name

    When pulling the student award letter, it would be better to pull the students first then the last name - not last then first, does not make sense to do that...

    4 votes

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