CommunitySuite Idea Lab

  1. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    55 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Test System Emails Before Sending

    We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.

    82 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Print grant letters for checks only and email grant letters for electronic grants only

    Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
    It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
    Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.

    38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Show donor primary address/phone/email on Donor Portal

    Show donor primary address/phone/email on Donor Portal and allow Donor to submit an update to this information. Update would move to a queue and staff would review and make updates as needed.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Two-Factor Authentication for Donor Portal

    Set-up two-factor authentication for Donor Portal.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. email grant letters

    Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.

    Thanks!

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Financial View Copy Option

    We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.

    31 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Fund statement email - no reply email redirect

    Currently if a donor presses reply to a fund statement email they received, it will automatically populate the users email who sent out the statements rather than the default email reply to listed in system data and despite it coming from a no-reply@fcsuite.com email address. The user also receives notifications on any emails which have bounced.

    It would be great if there was a field where we could either input a email for replies to come to or the system defaults to the the one listed in system data as the person approving the fund statements may not be the…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Delete a Task

    PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Share a File Attachment under Grants

    We have started scanning our grant documentation and attaching it under each grant. This appears to be the ONLY place that there is no option to share the file and push it out to the Fund Advisor Portal.

    Can we add that functionality? It seems like it would be the same concept as sharing on the voucher page where it pushes to that fund's portal.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. distribution types and calculations

    In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Financial View - Detail of Accounts Grouped

    Hello,

    When you apply a Financial View to a report, you lose the ability to drill down into the numbers for detail. As an example, I created a Financial View for our budget report so that I can easily group accounts together for presentation (ex: salaries/benefits/payroll). However, I need to drill down into that group to review the activity of each account for the month. Without that ability, I'm left having to go back and forth between the Financial View report and the default Income Statement to look at detail.

    We recently migrated from Financial Edge, where this was addressed…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Edit Selected Fields in Financial Views

    In Financial Views or Fund Balances, we select certain groups of funds. When that group changes, there is NO EDIT button. We have to start the selections all over. Can you add a EDIT filter/selection button? Thank you.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Grant Type on Grantee Profiles

    Hi! When reviewing grants on the New, Approval or Voucher tabs in the Grant section the "Grant Type" is a visible column. However, when reviewing the Grants on a Grantee profile, this column is missing. You have to click within the grant to be able to view the grant type. It would be helpful for us to have the grant type visible along with the other columns already there (ID, Grant Date, Fund Status, Amount, Sponsored Org, Beneficiary, Description)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Public Securities Reports

    It would be great to have a reporting option for the Public Securities data in our system. Especially for annual stock distribution reporting. A report that has the options to include quantities, donation amount, sales price, highs, lows, etc.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Cumulative donation field option for custom reporting

    I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to edit attached file descriptions

    It would be nice to be able to edit the description of the files attached to Funds and other areas. If there is a typo or other reason to change document title you have to delete the attachment and reattach to put in correct description.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. edit emails in profile

    I would love to see an "other detail" section added to emails (similar to what is in the phone section). It would be nice to be able to denote "work" vs "personal" email or distinguish between spouse's or coworker's emails by name when not readily apparent by the email itself. Thanks!

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Google Translate on Donor Portal

    Please make Google translate available on the Donor Portal pages. This is a barrier to access for our Fund holders that do not default to English as their primary language and limits our offerings to them like grant catalog and grant recommendation requests.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Date on Attached Files

    Auto-populate the date when a file is attached (or uploaded).

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1
  • Don't see your idea?

CommunitySuite Idea Lab

Categories

Feedback and Knowledge Base