On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.

Ability to upload the bank statement/investment statement as part of the reconciliation process

It would be great if the donation notify action would include internal donations!

When reclassing numerous G/L transactions from one account to another it would be nice to attach a support file at the Posting Reclass Level rather than at the individual transaction level.

It would be helpful if we could default our portal to Statement Type - Online, giving the Fund Advisors the option to change it to Email or Paper. Defaulting to Online encourages all Advisors to use the portal while providing an opportunity to update to their preference

When scholarships move into grants there is no edit button on the left side column to make multiple edits at a time. Edits must be made line by line and it is very time consuming. Please add this feature.

Currently, most of our users do not have access to journal entries in CSuite; however, if they go into the "Files" section, they are able to open the journal entry support that was attached to the JE that they could not access. Due to the sometimes sensitive information, it would be beneficial if we could choose who has access to which file category or if the file is attached to a process/area of CSuite that the user does not have access to, their access to the attached files should also be restricted.

When merging profiles with ACH Settings the Account Number and Bank Routing Number should appear in the selection screen so these elements are not lost in the merge.

Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)

A way to export the guest list with all guests instead of the guest profile. The ability to export a list of names from the tickets. And/Or a way to access the list of RSVPs without going through the entire list with the ability to export the RSVP list.

When doing a mass import of grants - it would be great if we could pull in the grant letter template ID number with that import so we don't have to manually change the template to use. Since each template gets an ID it seems like it would be easy to add as a field in the template.

It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.

I want to be able to create a letter for the students who are receiving the scholarships to let them know we have forwarded the money to the school. I have created a second page within the scholarship letter template and it's working brilliantly (killing two birds with one stone) with the exception of the Student Address. There is no way for the information to merge into the document.

There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.

please adjust the way fields are listed/viewed in the custom reports when the name of the field is so long that we cannot tell what the field actually is.... in custom report Donations for example, the field listing is so long but you have to click on each field to add to the report in order to see what the field is.... very frustrating and time consuming. Thank you!

Thank you for adding Tasks to individual Profiles! Can you please make ALL TASKS visible on a profile regardless of who created or the assigned person? It's helpful to see all past due/current/future tasks on a profile regardless of who they are assigned to.