CommunitySuite Idea Lab

  1. YTD Financial Reports for Multiple Years

    It would be nice to be able to pull financial reports as of a specific date over multiple years. Most of the reports we pull for staff and Board include the past five years of YTD info. An example is simply pulling all contributions through the end of the 3rd quarter for years 2014-2018. Currently if we want to do this we have to pull financials through that date five different times and then transport into one report. That can be really cumbersome and cause room for errors because the financial reports don't pull zero balances, which is also an…

    17 votes

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  2. journal entries

    It would be great if you could import a journal entry even if there were unposted entries waiting to be reviewed.

    15 votes

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  3. Warning Notice for Beneficiaries not totaling 100%

    Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.

    11 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    42 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Grant Advisor

    It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.

    16 votes

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  6. Fund Statement: All Statement Accounts Visible

    When running fund statements it would be beneficial to have all statement accounts visible. Currently, when the statement account is zero it will not show that line on the statement. It would be beneficial to be able to have the option to show zero balance lines for consistency from quarter to quarter.

    15 votes

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  7. General Ledger - Ability to Edit All Filters - not just date

    In the General Ledger, you can specify a number of parameters (date range, fund, account, etc). You can edit the date range without having to go back to the beginning. But the other parameters, you can only clear. You cannot edit them. It would be very helpful to be able to change the fund or the account or the division, etc. without having to start over.

    14 votes

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  8. Distributions - Add description to the overall distribution

    In the distributions area, each line item within the distribution has a description but it would help to have a description field in the overall distribution that appears on the distribution home screen. Currently, if you go to Home and then Distributions, you currently get a list of Distribution IDs, the date, and the employee who created it. In less than a year, we already have quite a long list and it is hard to find the one you want to look at. If each had a description (Quarterly Distributions on Agency Funds; Removing Spendable from Closed Funds; etc) that…

    10 votes

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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Comment With Tribute Notification

    I'd really like to add a field to the tribute section of a donation that could contain a comment that would then be available for the tribute letter templates. Honor tributes are often made for a special occasion and donors of memorial tributes sometimes add sentiments with their gifts that are nice to share with the family. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters.

    45 votes

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  10. SUB ACCOUNT DEFAULT VIEW should be the detailed view (not rolled up) & the rolled up view should be the sum of both!

    We really think that when you look at the financials, the default view should be the detailed view so that you can "choose" to roll them up if you want, otherwise you or another staff person may not realize there are sub accounts. ALSO - the rolled up view should be a sum the sub accounts and the main account.

    9 votes

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  11. SubFunds Listed on Statements

    We are customizing our Statements of Activity and want them to include all SubFunds. I clicked the box and it appears to be pulling that data correctly. However, nowhere on the statement does it indicate in text that those subfunds are included, so when our fund advisors get this Statement, they aren't sure. Is there an IF Mergefield I can use at the very top, under the name of the umbrella fund, so that IF that particular fund has subfunds it will state "includes all data from NAME OF SUBFUND, NAME OF SUBFUND, and NAME OF SUBFUND" so that it's…

    8 votes

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  12. Allow edit of the Grant Summary after posted/approved

    Please fix it so that the Grant Summary may be edited even after the grant is posted and approved. Perhaps in the same manner that the Description may be edited.

    15 votes

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  13. Till with all and detailed transactions

    it would be AWESOME to see everything in one place. When viewing the till, it would be great to see more details of the till screen. Having amounts the same for various campaigns and/or memberships of donor circles is quite difficult to decipher the purposes. Having to find a needle in a haystack is too time consuming because time is of the essence. Please consider details, details, details in one location....just like a super target or super walmart...ONE STOP SHOP :-)

    10 votes

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  14. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    28 votes

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  15. campaign dates

    To have a "Start date" and "End Date" for a campaign would be nice. There are several events that are multiple day events. How can you distinguish the "Campaign Date" for a start or ending date? Also, this should be implemented in GLM/SLM. For the follow ups and we have 2 renewal scholarships which dates vary from regular scholarships.

    15 votes

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  16. Create a template for Advised Donations from our DAFs

    We get donations to our annual operating fund from our DAF owners.

    We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.

    10 votes

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  17. Create a template for invoices

    CSuite should have a template for invoices, similar to for grant letters and thank you letters.

    The current default invoice does not work well is very hard to use. We often don't use it when we should and instead create Word doc invoices. This is because:
    1) We can't put in any additional information, description, contact info, etc. on the invoice
    2) the format is not professional looking.
    3) We cannot download and edit it and print it and send a paper copy to someone.

    4) There is no way to indicate that the invoice has been paid (this is…

    29 votes

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  18. Check numbers on voucher statements

    We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.

    33 votes

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  19. If Pledge is Anonymous, Make Donations Anonymous, Too

    It would be nice if the system automatically made a donation anonymous when it is linked to an anonymous pledge.

    9 votes

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  20. Ability to Sort Columns in Balance Swap

    We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks

    23 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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