CommunitySuite Idea Lab
13 results found
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Donations - please bring back the option to use the enter button to process a donation
Prior to a recent update, when entering a donation and getting to the tax receipt template field, we were able to use the enter button on the keyboard to have the system process the donation.
For those of us that prefer using the keyboard instead of the mouse, It would be great if you could bring it back.
Since the update, we have to tab 2 more times before the enter key will work again or scrolling to the bottom of the page and using the mouse to click on process.
1 vote -
Donation Date vs. Deposit Date / Disallow Deposit Date earlier than Donation Date
It would be helpful to disallow the entry of a Deposit Date earlier than the Donation Date for any donation in the Till.
We received donations provided to us in December but didn't deposit them until January.
We had to re-open the books, undo reconciliation, correct the donation dates and redo everything.
Thank you.1 vote -
description
When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.
1 vote -
Till IDs in Global Search
Till Transaction ID & Till Deposit ID are provided on certain screens, but those ID numbers are not searchable in the Global Search at the top left of the home screen. They should be searchable like all other IDs in the system.
1 vote -
Till deposit account
It would be helpful if the till deposit record included the deposit account. Currently when you look at the whole list of till deposits, there is an "account" column. However, when you click into an individual deposit record, it doesn't state which account the deposit was made to.
4 votes -
Profile Payment Fund Designation
When profile payments are established a "Primary Fund" designation is required. CSuite still allows for other funds to be used when donations are added to the profile payment, but those funds are not reflected in the till when deposits are created. Only the "Primary Fund" will reflect which is confusing when deposits are reviewed.
Is there a way that profile payments could be made "Multifund" or have fund designation selected when "payment" entries are created, so when different funds are necessary, they will reflect appropriately when monies are deposited?
5 votes -
non-till transactions
This idea was submitted, and it says it was implemented, but it is not implemented! Would like to see a total for both the donation amount and the fee amount then a total of the Deposit for the Unreconciled Non-Till Transactions like when checks are deposited in the Till.
5 votes -
Note Entry on Till Deposit
When adding a note to a till deposit, once you type your note and hit "Add Note" the system takes you back to some other random deposit...not the deposit you were on. The note does attach properly to the original deposit you had selected but why does it not take you right back to the same deposit once you have finished the note??
3 votes -
tax receipts clicks
Please eliminate the confirmation click for generating tax receipts and envelopes!
10 votes -
Cash Donations listed in Till
I would like to see cash donations listed in the till like the check donations instead of lumped together as "cash".
10 votes -
Deposit List - ability to sort by different column
When I deposit in the till - it would make it MUCH easier if the deposits could be alphabetized by the FUND NAME - because they all get deposited in the same account. When I have a large till, I have to carefully check that right boxes for different deposits.
16 votes -
Grouping Non-Till Transactions for Deposit
Please consider providing a way to group non-till transactions when depositing to bank. It is sometimes financially prudent for our foundation to use a 3rd party payment processor other than Stripe for an event, and so we may have hundreds of donations processed and then transferred in groups to our bank account. Without a way to group accordingly in C-Suite, we must reconcile the bank statement with thousands of individual deposit entries.
13 votes -
till deposit export
It would be helpful when in the till deposit list screen to be able to filter/export them. My auditors need a list of deposits every year and I have to highlight and copy/past the current year.
6 votes
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