45 results found
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Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
47 votes -
Grants On Hold In More Buckets - Approval & Voucher
It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.
39 votes -
AP voucher line order should stay in order of entry
Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.
After receiving this response:
After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the…36 votes -
Checks printing sort order
The checks can now be GROUPED in different ways, and you can sort the vouchers in different ways, but when the check run is created, they do not stay in the sort order. The check run isn't in any order that makes sense to me now.
30 votes -
voucher grants
Please split the Voucher bucket into 2 different buckets. One for Vouchers that have been created and one for items awaiting voucher. It is very confusing to try and figure out if an error is made or something missed when creating grant vouchers and having them stay in the same bucket once created.
25 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
22 votes -
copying multifund vouchers
Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?
22 votes -
edit voucher description
Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.
19 votes -
voucher description
It doesn't make sense that if I enter a description on a voucher, it doesn't show on a check register report. You should be able to enter a description that prints on the check and a fund statement or check register report without having to enter it multiple times. I have already entered the voucher with a description, why do I have to enter it in the "memo" when printing checks for it to show on my check register?
18 votes -
Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data
In an effort to move to more ACH payments, we would like an integration of a cloud-based, third party billing service. At our foundation, we have no interest in collecting our vendor and grantee's sensitive bank information and storing and entering it ourselves. That is why we believe a successful third-party billing option is the best way to go. We have heard that CSuite is experimenting with Bambora, however, upon our research, we find that this may not completely suit all our needs. Has CSuite looked into working with another billing service, like bill.com, for instance? If not, I suggest…
15 votes -
Viewing vouchers under a vendor
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize…
13 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
11 votesPlease add the specific object and filters needed.
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Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
8 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
7 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
7 votes -
Send email to multiple emails for electronic payments
Currently you can only send an electronic payment notification to one email that is identified in the profile. We have had requests from vendors/grantees that the notification be sent to two or more emails.
7 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
6 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
6 votes -
Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
4 votes -
notification for rejection of vouchers
If a voucher isn’t approved, the staff that entered it gets notified whether it is approved or rejected.
4 votes
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