1121 results found
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unsent thank you letters
When selecting the thank you letters you wish to print, it would be nice to be able to have a box to unselect all or select all.
12 votes -
Void Checks - Description
When voiding a check it would be great to be able to provide the explanation for the void - Lost, amount correction, etc. so that the reason for the void can follow the transaction
25 votes -
beneficiaries
Currently entries for beneficiaries is only based on a percentage. Could you consider adjusting this to include dollar amounts as this is what we have been doing in FIMS.
15 votes -
Charity Check Once a Day per Grantee
Since there is a limit on charity checks in Guidestar, it would be helpful to be able to run a charity check just once a day for a grantee if we are entering multiple grants to the same grantee instead of running it on each individual grant.
3 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes -
Interfund grant admin fees
We (usually) charge a fee to the fund receiving an interfund grant. Currently we have to calculate this manually and enter as a JE.
7 votes -
City address - other than zip code
It is very frustrating to only be able to enter a zip code rather than a city. It is important for us to distinguish between the different cities that are in our zip code. Any ideas?
8 votes -
Donation amount merge field has commas in it
The merge field for donation amount prints a number with no commas. This is hard to read with large numbers. It would be good to have commas in the donation amount merge field.
9 votes -
Exclude prefix from search feature
When a profile has a prefix listed, the search field sorts the names alphabetically using the prefix as the deciding character.
For example I may search for Sydney Jones. Sydney could be male or female with the added corresponding prefix. For this example, Ms. Sydney Jones is how the profile information is entered. If one didn't know that Sydney Jones was a female then the results displayed could potentially have four areas the name could be.
Searching for Jones profiles yields: All Jones listed in alphabetical order. Sydney's profile could appear as: Jones, Sydney; Jones, Mr. Sydney; Jones, Mrs. Sydney;…
34 votes -
Grant Import
It would be nice to have a more robust grant import tool. Something that would include the fund ID (so you don't have to complete separate imports per fund), description, grant type, ... basically everything that could be entered in the grant screen. The current import basically allows you to get items in the system, but then creates a second step to finish up the grant. It's not really saving much time.
2 votes -
Short Name : Searchable
We have quite a few funds that have SIMILAR names and are really understood best by their short name - being able to search the short name instead of typing out the fund name would be SO HELPFUL. (Currently we are only able to search in the global search field with short names)
22 votes -
Multiple vouchers/multiple funds -- paid by one check
When running AP, we need to be able to pay one vendor (our credit card
company) from multiple funds. Therefore, we'd like to pay 2 or more
Vouchers with a single check.12 votes -
Minimum admin fee
It would be nice if the minimum admin fee was charged each interval instead of at the end of the year. For example we charge 1.75% with a yearly minimum of $500. It would be great if we could charge a $125 minimum each quarter.
13 votes -
Trial balance by account number
The trial balance sorts itself by account types. I would prefer that it sorts by account number. This is more of the industry standard and makes it easier to find accounts.
15 votes -
Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
general ledger - Post all unposted at one time after be able to review
To be able to post all unposted journal entries at one time rather than to post individually
7 votes -
Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 votes -
Adding totals to the bank reconciliation
We have quite a few internal controls at our Foundation. One of them involves the matching of debit and credit numbers between the bank reconciliation and the bank statement. Because we are a one person finance department, Someone checks some of the work I do such as reconciliation of bank and investment accounts. The bank reconciliation has no totals on anything to reconcile back to the bank statement. We are used to having deposit/credit amounts, checks/debit amounts, interest, and fees summarized at the very least. Looking at the reconciliation from CSuite – if a debit total and credit total could…
21 votes -
grant bulk approval
When we approve more than one grant in a bulk manner, all of the grants create vouchers. Since we frequently pay the grants over more than one payment, I have to go in and manually unpost the vouchers. It would be great if there was a question when you did bulk approval to ask if the system should post payment vouchers or not.
5 votes -
Letter Templates - add Check # and Check date options
It would be great to automate the thank you letters a little more by being able to add the donor's check number and date into the letters letters
7 votes
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