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26 results found

  1. Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter

    Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.

    2 votes

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    0 comments  ·  Financials  ·  Admin →
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  2. Financial View - Mix of Revenue & Expense

    We would love to present investment returns netted with custodial fees for our internal financials and fund statement financial view groupings. This is the proper presentation per FASB. However, the system does not allow for a mix of revenue and expense accounts in a financial view grouping. Changing the classification of the fee expense account to a revenue account is counterintuitive.

    An idea would be to change the type options to Assets, Liabilities, Net Assets, Income Statement to allow the user to define a mix of revenue and expense accounts as they need.

    2 votes

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  3. balance swap filter

    In Cash Management - Balance Swap - Add Filter, when you select "From Account" or "To Account" and then checkboxes, a "Select All" or "Select None" option needs to be added AND/OR a Reverse Filter option in order to select only some of the accounts listed at a time. When you select "From Fund", a filter by Fund group, subgroup and/or division option would be great! Also, an ability to save the report as filtered would be appreciated. THANKS!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Financials  ·  Admin →
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  4. Add another level of sorting/grouping on Audit Report

    If we could add another level of sorting to the audit report I could use just this report for our year end audit fund summary. Now I have to choose to either sort/group by division/investment strategy or group then do a vlookup to get the other piece. It's so close to perfect!

    2 votes

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  5. Include Campaign in "Add Financial Filters"

    Please add Campaign as an option in the Add Financial Filters list of options. Thank you!

    5 votes

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    Proposed Idea  ·  0 comments  ·  Financials  ·  Admin →
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  6. Visual Presentations Using Charts

    In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:

    Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.

    Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart

    Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.

    2 votes

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  7. Date and time created added to all financial reports

    It would be nice to have the date and time you created a financial report to be printed on them. I may have printed two reports and needs to see which one was first.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Financials  ·  Admin →
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  8. Audit Reports

    Audit reports: a cash disbursement report that shows fund name and short name, g/l account name and number, date invoice posted to g/l, date paid, payee, amount paid...

    A general ledger report that shows beginning balance for each g/l account, all transactions listed by date and ending balance for that g/l account for the entire general ledger.

    5 votes

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  9. 6 votes

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  10. Full Fund Name and/or Short Name in Financials

    The full fund name is not fully visible on any financials where the fund name may be lengthy. We cannot determine one fund from one another. We would like either the full fund name and/or the Short Name to show on reports in the financials area. We provide these reports to outside organizations and the reports are not clear which fund is which. See the attached as a basic example of one of our organizations.

    3 votes

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  11. 990 financials

    Reports for 990. Create a way to use the CSuite system for a complete accounting with all of the financial information to prepare the 990 return. There needs to be a way to include basic 990 required information like the gross amount of sales of assets and cost basis as required on the return. Right now the only part that is even in the system is based on the donations of assets, and there's not a gains and losses report to extract that part of the information, let alone the cost and proceeds of sales of all other investment assets.

    6 votes

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  12. Allow for bulk add of one fund advisor to multiple funds

    Allow bulk add of one advisor to multiple funds so a staff member can be added to a group of funds to confirm all fund advisors are listed and to review what they will see on the portal when they log in.

    8 votes

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  13. Column Options and Order for Financial Statements - SOA & SFP

    Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in…

    5 votes

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  14. Ability to Show Accounts in Financial Statement Financial VIew

    It would be nice to have a +Show Account when looking at financial statements in a financial view, similar to the way +Show Fund or +Show SubAcct are available options.
    It would show how account balances roll-up to the views, and would assist when details are needed at the account level for budgeting or projection purposes.

    8 votes

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    1 comment  ·  Financials  ·  Admin →
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  15. Ability to Build Custom Financial Statements in the Reports Section

    There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.

    10 votes

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  16. Financial report fund filters

    Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.

    The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.

    There is a potential for reports to be run providing incorrect data…

    21 votes

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    Proposed Idea  ·  0 comments  ·  Financials  ·  Admin →
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  17. Include Custom Fields in "Add Financial Filter".

    Please add Custom Fields to the list of filters available for
    Financial reporting. We maintain custom fields on funds.

    39 votes

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    6 comments  ·  Financials  ·  Admin →
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  18. Individually Managed Funds: investment strategy

    We are trying to figure out the best way to group our separately managed investment advisors via financial filter. Since there is a 1:1 relationship between a fund and an investment strategy, the only place we can reasonably point to is adding a financial filter of investment strategy. We have 21 separately managed investment advisors, each with their own corresponding pool. Each pool has multiple charitable funds (73 charitable funds and $42 AUM as of today). The goal is to pull a balance sheet and income statement by investment strategy, so I can identify activities such as how much in…

    3 votes

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  19. Collapse account & fund filters on filtered/saved financial reports

    It would be nice to be able to collapse filters on the financial reports. Instead of listing all of the accounts or funds could there be a way to collapse those filters? We need to print this, and if the filters could be collapsed or not show on every first page when you print it from CSuite.... that would be helpful. I don't think the filters need repeated on every page... only the title of the reports.

    10 votes

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  20. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    Adding the fund open date and investment strategy fields to the Underwater Funds Report would make this report more useful and informative.

    71 votes

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    Proposed Idea  ·  6 comments  ·  Financials  ·  Admin →
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