32 results found
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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…35 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.
35 votes -
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.
34 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.
27 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.
22 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.
20 votes -
copying multifund vouchers
Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?
20 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?
17 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.
16 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…
12 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
10 votesPlease add the specific object and filters needed.
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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…
10 votes -
Ability to edit Vendor "Terms" for Vouchers
Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.
It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.
9 votes -
Copy Voucher
It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.
8 votes -
Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.
Currently when processing a voucher you have to check the box to reduce spend on each voucher for a endowed fund. Have the ability to set this system wide on all vouchers which are endowed rather than it closing to unrestricted.
7 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
7 votes -
Notify Vendors when paying Vouchers
Emailing Vendors when paying a voucher. We notify our payables manually, but it would be great to send them the check details when the voucher is paid.
6 votes -
Payment
Currently when paying a voucher, two options for "Check Type" are offered in the drop-down box: "CHECK" or "Electronic". It would be helpful if more options were available. Specifically in our instance "ACH" "Debit Card" and "Wire Transfer".
6 votes -
Add a subfund field in the voucher upload
When we import a Voucher upload, there's no field for a GL subfund, so we have to go in after upload and choose the different subfunds for our GL codes. Would like to have this field included in the upload, so don't have to do this manual after-step.
5 votes -
1099
Integrate ability to print and e-file 1099s directly from CSuite from a third-party like AATRIX. Our legacy system had this capability and it made the 1099 process much simpler and quicker.
5 votes
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