819 results found
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default setting
This is to expand on an idea that was posted in 2017.
In the system setting, we set up a default fund and in the vendor record we can set up a default gl account number for that vendor. But they don't go anywhere. Whenever i create a voucher, after I select the vendor, I have to select the fund and the account number. I would think the defaults should kick in, perhaps it is just a matter of connecting the fields. thoughts to make this happen?
1 vote -
Add "Are you sure you want to copy?" to all copy buttons
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…
4 votes -
Ability to add campaign after voucher is posted
It would be great to have the ability to add a campaign during the voucher process AND to be able to add to a posted voucher if not added at time of creation.
1 vote -
Capture Account creation or copy in Logs
When a new Account is created (via Create or Copy), include that information in the Log for the account.
It's important info that isn't currently captured.
3 votes -
Existing Tribute Drop Down When Entering Donation in CSuite
It would be nice if there was an existing tribute drop down option when entering a donation in CSuite similarly to the one that can be added on the online donation portal. This would help keep things streamlined and organized!
1 vote -
Fund Advisor Log - Display User name in log for reset password - not Fund Advisor
When a fund advisor password is reset, the Log shows the fund advisors name in 'User' field and not the staff person's name who reset the password. 'User' should always reflect the staff member.
6 votes -
Distribution Calculation Base Proposal
Bank and Investment Balance (excludes pledges receivable)
Less Grants Payable (dollars already committed & likely held in checking)
Less Spendable Fund Balance (remaining dollars to be spent)I tried to set this up using the "By Account" setting with the Endowment and Default Fund Balance accounts. Belatedly I discovered that the "Default" retained earnings were only included in the 4th quarter of each FY. This is explained in the online documentation Distributions/Set Up Types in the light blue section. Was it there when I set up Distribution Types 2 years ago? Maybe.
We could use the "Total Net Assets" setting…
1 vote -
Upload auction items via spreadsheet
We would love to be able to upload out auction items via a spreadsheet instead of entering items individually. This would be a huge timesaver.
1 vote -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
3 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Memorial Notifications
Could we include the name of who is being notified for a memorial in parentheses after the name?
2 votes -
Nonprofit Directory Enhancements
We're planning to launch our nonprofit directory page soon, and in addition to a previous idea I added about being able to sort/filter the list by service area, I have a few other ideas for enhancing this area of CSuite. The nonprofit directory already seems to pull some information directly from the profile itself but this can be overridden by editing the nonprofit area which can be different from the profile information. I'd like to see an option to pull over information from the profile so updates on the profile are reflected in the directory. Or have the option to…
6 votes -
Receipt for multiple donations with import
Needing a multifund receipt option for imports. We are planning to utilize the file import for donations when we have large campaigns to save data entry time. When we go to pull the receipts however it's doing 1 page per donation instead of 1 page per donor.
I understand that we can manually enter the multi fund donation and get the same outcome but that is much more time consuming.2 votes -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
8 votes -
Spendable Optional by Fund for Fund Advisor Portal
As the new Fund Advisor portal is built out, we need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.4 votes -
Auction Bid Sheets: Ability to edit/template
Would like the Auction Bid Sheet editable or able to make a template
5 votes -
Have the ability on the fund level to set the spending policy start distribution date.
Have the ability on the fund level to set the spending policy start distribution date. Just as you can set an Admin fee start date have the ability to start a distribution date so that a fund can have enough investment income to distribute based on a spend policy.
8 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
2 votes -
Allow custom fields from funds on list of available merge fields for Grant award letters
It would be great to have custom fields available on the grant award letter templates, especially from funds and other modules.
2 votes -
Export Balance Swap
We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.
5 votes -
Improved chart info selection for reports
Currently to change your Chart Info selection from one field to another, you must unselect the current field and then select your new field. Otherwise it will show Null for your labels or nothing in the chart values. Ideally you would be able to select your new field and it would automatically unselect the other field from that Chart Info type (Description/X-Axis or Data Value) since only one can be selected for the current chart types.
1 vote
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