968 results found
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portal access: details on pages that profiles are viewing
Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.
3 votes -
Geographic mapping tool for reporting
Hello - I am wondering if at some point you all could have a geographic mapping tool for reporting so that we can share pins on a map for grants, gifts, and other reportable things as long as we have an address. This would be great for strategic planning, Board meetings, etc. Thank you
5 votes -
Prevent spendable balance from exceeding fund balance
I would like a hard stop or a warning message when a user is going to take an action that is going to result in the fund spendable balance exceeding the total fund balance. We have seen this occur when an manual distribution is made to the spendable beyond the total fund balance and also from transfers out of the fund balance that did not hit the spendable balance. Since the spendable number is the most important when it comes to our grant budgeting, we never want a case where the spendable is showing higher than it actually is or…
4 votes -
Please allow description field to be pulled into transfer letter template
We just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!
Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.
Hopefully, since it's an existing field in the system, it would be an…
1 vote -
DonorSearch
DonorSearch Integration - If Csuite was compatible with DonorSearch, it would make data management of both systems a lot easier. Importing and exporting data complicates things.
2 votes -
grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
grant catalog
We've had increased interest from the nonprofits that submit requests through the Grant Catalog to see the progress of their requested funding. Would be great if there was a way for the Nonprofit Grantee to track this during the Catalog cycle to know if they were getting partial or full funding prior to the close of the Catalog cycle (we process all the grants at one time at the end of the cycle). This would enable the nonprofit to plan accordingly if they are asking for an emergent need.
1 vote -
Opening a DAF
Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.7 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
4 votes -
yearly tax letter assigned by division, donor or fund
It would be nice to assign yearly tax receipts based on funds similar to regular tax receipts. We only send yearly receipts to our annual campaign fund donors. There is no way to segregate these tax receipts at this time.
2 votes -
Journal import field/column mapping
it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.
1 vote -
Add ability to bulk edit Add Beneficiaries to Funds
We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.
1 vote -
Alerts
Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.
1 vote -
Close a Functional Expense
It would be nice to have to ability to close a Functional Expense, similar to how you can close a GL Account. We use a lot of Functional Expense codes, some of which are not being used anymore, and it would be nice to be able to hide those from the list without deleting them entirely.
2 votes -
Financial Reports
It would be useful to delete or add certain accounts when preparing a monthly income statment especially when preparing actual to budget. There are some items, mainly the investment income accounts that are not included in my original budget, therefore are not needed in the statement. Because of this, I have to export the report and delete the line items I do not need instead of running it straight from CSuite which would save a lot of time.
3 votesNote: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.
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display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
26 votes -
Date Range for Donation and Grants Tab - New Portal
The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.
8 votes -
Grant document attachment: Option to set to no grant document by fund or fund group
I would love to be able to set a default "no grant document" by fund or fund type and then have a choice at grant letter to turn off the letter like we can for award letter. It is tedious to find and delete attached grant letters to grants that do not require letters. In our case, we do not send letters with grants that come in from GLM. I understand I can turn it off by check batch, but that means I need to sort out which grants are which at the time of the check run each time…
27 votes -
Assign existing profile note to an opportunity
Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity.
4 votes -
Move Grants tab from Donor profile to Fund Advisor profile
Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.
1 vote
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