1400 results found
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make posted journal entry recurring
Be able to click on an existing posted journal entry and create a recurring journal entry from it. Duplicate it as a recurring entry.
1 vote -
Add a Credit Card Processing Fee Field
Please add a field for tax receipts to make clear for the donor the credit card processing fee from the donation. They currently show up separate, but there is no text specifically stating it's the processing fee.
2 votes -
Donor Rollup Report Enhancement
The Donor Rollup Report currently totals the donation amount when the roll up household option is taken. It would be more beneficial if the First Donation Date & Last Donation Date were updated as well when this option is selected. Ideally it would show the First Donation Date, which would be the earliest date for the household profile or the members, including advised donations. The last donation date would show the date of the last gift given by the household, any of the members, & include advised gifts as well.
This would allow our team to finally have all of…
1 vote -
Global Search Enhancements to Improve User Experience
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support…
5 votes -
Use more consistent names and labels functions in Csuite
Why is called "duplicate" in one screen and "copy" in another. Please use consistent names and labels for functions in Csuite.
1 vote -
Add delivery method to tax receipt template logic
Right now, it is not possible to set one tax receipt template to be used when printing letters and a different template to be used when sending email tax receipts. Our organization needs the email tax receipt template to be formatted differently than the print template, and there is no way to change which template CSuite will use without changing the default template every time we send receipts.
1 vote -
Campaign Tickets: QR Code for attendee to scan into event
In order to track attendance at events, it would be great to have a qr code on a ticket for easy attendance tracking.
3 votes -
Donations/Pledges/Promises/Public Securities
How are folks handling the "pledge" name for DAFs? Is there a way to rename that field to something like "future giving" to keep IRS compliance? That way the donor can still fulfill a "pledge" without calling it that
1 vote -
Alumni updates in the Portal
It would be great if a profile could update their alumni information in the portal...programs,degrees, activites, etc.
2 votes -
Receive payments in bulk for invoices and record the deposit at the same time for payments received by EFT
Record monthly payments in bulk for invoices (loans) and record the deposit of the funds directly in the bank account. Payments are received by EFT with a PAD and are automatically withdrawn from the loan recipients accounts and deposited into our organizations bank account. It is too many steps to create a profile payment for each and then apply it to the invoice and then do a deposit.
1 vote -
Copy A Campaign Ticket
It would be helpful to copy a ticket, not the entire campaign itself. Our organization is using the campaign tickets to sell memberships, but we have multiple different tiers, with mostly the same general information, except for the name. Thus it would be helpful to copy the ticket instead of manually creating each one.
4 votes -
Recurring/beneficiary scholarships
I would love to be able to set up default scholarship distributions, similar to recurring grants and grant beneficiaries. We have funds that release scholarships every year but there is currently no way to automate this process for scholarships similar to how it can be done for grants through recurring or grant beneficiaries.
3 votes -
Post paid vouchers in one step
Post a voucher that has already been paid with payment info instead of needing to do another step to post the vouchers.
1 vote -
Recurring entries for flat fee admin fee
Allow a recurring entry to be set for Admin Fees that are the same amount every period without having to calculate and post each time.
1 vote -
Fund Portal Donate Button - Add tributes
Fund advisors must now donate to their fund via the new Donate button instead of the Giving Hub. Please add an option for them to donate in memory of/in honor of to create a tribute on their donations in this new area.
4 votes -
Resend Auto Emails for Granters and Grantees
When an email did not send and the issue is corrected, we would like the option to resend the emails to granters or grantees notifying them of the grant completion.
2 votes -
Calculations in field while posting vouchers, journal entries etc
Quickbooks online has a feature where in the field you can do some basic math which is convenient for the way we have to post hst in Canada. In a field you can say 300/1.14 to calculate out the tax. It saves having to have a calculator beside you and is very convenient.
2 votes -
Grant UI update June 2026 (Sandbox)
Please post feedback about the UI update here. Note this is a sandbox release as of June 2026
5 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
Grant Notify
Grant notifications should be triggered when they are moved to paid/complete bucket. Currently the notifications are triggered when the grant is posted/unposted, rather than when the grant is processed for payment. Requested on behalf of Community Foundation of the Ozarks.
2 votes
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