Would it be possible to add filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.

Would it be possible to add filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.

Budgeting Module -
Our current budgeting process requires a significant amount of manual effort with localized documents and decreased data accuracy. An integrated budgeting software could help with making this process centralized and more efficient. Also forecasting for new hires, new programs, etc. would be ideal.

Add a date field to all reports, so for example if you create a Funds report, you can ask for the balances as of a specific date.

We need to be able add the Total Donations and Total Grants/Disbursements to our Fund Statements. This is such a great tool to show the impact an endowment has had over the life of the fund. This is the info that is shown by selecting "History" when viewing Fund information. It is great for me to see, but would be more impactful for Donors to see their impact.

I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

Please reinstate the ability to have a zero amount admin fee. We use them to monitor funds for which no fee is charged, such as internal funds and special projects. Having them in a specific fee type allows us to review them quarterly for changes in status. It also assures someone looking at the fund that assigning a fee code wasn't just forgotten. Thank you!

Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts

It would be really handy to have an export to excel for the account reconcilations.

How difficult would it be to add drag and drop capabilities to the file upload questions?

Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task. Also, on the MY TASKS list page, we need a column for the field "Task Object" (the profile to which the task is linked) otherwise the User/Creator sees the list of tasks but has not idea to whom each task is linked at a glance.

When entering statement vouchers it would be great if the items were sorted in order of g/l account number upon posting, so when you use the copy (from previous), the line items were in the same order every time. This would make data entry much faster. Currently, no matter what order I enter them in, when I post, the order changes. Thank you!

It would be nice to have the ability to mark a note "private" so that it is visible only to the user who entered it. This would be helpful if someone wants to remember something that should not necessarily be visible to all staff.

The ability to delete certain columns from budget reports. For example, I do not want the percent column shown on my budget reports but the only way to get rid of it is if I export in excel and delete from there.

It would be great if there was always an "are you sure you want to delete this?" message before something is gone forever. There is no warning message when clicking delete on the recurring grants page. There might be other pages where this is the case as well. Thanks for considering!

We would like to include in our Fund Statements the twelve quarter average for the fund and this is currently not available. Is there a way to add this field to fund statements?

Have the option to enter a profile id number to add them to the invitee list.

We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.