181 results found
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Default Grant Fields
Service Area, Grant Type (for which we use NTEE codes), and Grant Advisor must be entered for every grant. It would be helpful if the Service Area and Grant Type were default based on the profile of the grantee, and the Grant Advisor were default based on the fund.
89 votes -
Historical grants - Newest to Oldest
When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.
81 votes -
Filtering interfund grants out of grant reports
Our Foundation is concerned that including interfund grants in our total grant amounts artificially inflates the numbers because the same money counts as a grant both going between funds and again when it's granted out. It would be great if there were a filter option so we could easily filter out interfund grants when we pull grant reports.
76 votes -
View Recurring Grants from Fund
Add the ability to view recurring grants from the individual fund page.
67 votes03/13/2023: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
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Spendable Balance field in reports
Please add the Spendable Balance field to the list of available fields in the Fund - Custom Report. We have several custom fund reports that we could produce directly from CSuite if we could add that current spendable amount also. As it is, we must export and either merge with the spendable field from the fund balance report or manually enter the spendables into our Excel spreadsheet.
67 votes -
Options to see entire grant history of a fund
It's nice being able to see on the screen gifts given by quarter and year. However, it would be nice to have an option to see the entire grant history on the screen as well. And if we could also sort the rows by column headers that would be great. That way I could sort by grantee name and quickly find the information I'm looking for.
65 votes -
Alert to pay multi year grants
For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.
65 votes -
All Dates Option
When running a donor/donations/grants/grantee report from the funds page, it would be nice to have an option to select "all dates". When I'm running these reports, I find the majority of the time I want to see all donations/grants to/from a particular fund, not just for a certain year or quarter. I'm constantly typing in a date range of 01/01/1900 - 12/31/2019. Not a major concern, just something I've always thought would be helpful.
53 votes -
Print grant letters for checks only and email grant letters for electronic grants only
Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.48 votesTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Make the Gift and Grant Notify editable templates
When you select Gift and/or Grant Notify from the portal, the auto message is not editable and does not look like it's actually coming from our Foundation. It would be helpful to make this an editable template.
46 votes -
Grant: Allow files to stay attached with recurring grants
Recurring Grants
We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.
39 votes2/14/2024: Grants: Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
No Permission Changes.
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Option to print Grant letters from Grant Record rather than Check record
Please consider allowing users to print the Grant letters from the Grant Record rather than the Check Record. In Permissions, anyone who can see grant checks can see all checks, including payroll checks.
Perhaps you could add an option from the grant payment schedule line to reprint the grant letter. It could be placed between checkid and checkdate.
39 votesTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Add Recurring Grants to Reporting
Add recurring grant fields to reporting utility.
36 votes -
Select Donation Letter template similar to Grant Letter Template
When creating a grant, the creator can select from a number of templates. It would be good to have that same functionality when entering donations, so the person entering the donation could select a donation letter template right then on the spot. It would give them more flexibility and it would be quicker.
36 votes -
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…35 votes -
Recurring Grant Fields
When creating a recurring grant, it would be much more efficient if certain fields were available to be initially populated. These include the grant advisor, the grant letter template, the grant type, service area, any custom fields, as well as the grant award letter template. Otherwise, these need to be populated every time the grant occurs each time, causing additional work.
31 votes10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit. This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal. Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants.
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email grant letters
Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.
Thanks!
31 votes -
990 Report
For the 990 report under the "Nonprofit" section there needs to be additional columns added in order to meet IRS reporting requirements. We need the IRC added as well as the grant purpose.
30 votes -
Add grant advisor, grant letter template, service area and grant types to recurring grants
Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)
29 votes -
More Fields to set for Designated Fund Beneficiaries
I would like to be able to set Grant Type, Service Area, and Grant letter template when setting up the beneficiary, so they don't have to be edited every year, since they are likely the same every year.
29 votes
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