1422 results found
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fund balance report
On the Fund Balance Report: Could you please add ability to see fields for fund group, fund subgroup, fund division and fund segment - especially on the Export of the report.
10 votes -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
10 votes -
Creating a Cashflow Statement under financials
The key components of a a Cash Flow statement exist in Csuite, between the Income Statement and Balance Trend under financials. However, in order to extract a report that encompasses Net Income, Beginning Cash, Revenue, and Expenses, we currently have to export these reports and merge the fields manually to create cash analysis. For foundations and nonprofits with high turnover in cash and fluctuations in liabilities due to grants, we require a method to measure cash flow based on activities.
I hope that Csuite will allow users to combine the activities within each report into one within the system.
10 votes -
Make Profile address fields/windows longer on screen
Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.
10 votes -
Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option
The new "Redirect Legacy Fund Advisor Portal" option goes to the email address login page. We would like it to go to the "?userpass=1" page instead so the fund advisor gets the username and password prompt to be more like their previous experience for ones who just bookmarked the old link. Can this be added as an option or as the default for when that option is turned on?
10 votes -
Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)
It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.
10 votes -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
10 votes -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
10 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Fund Groups Giving Hub
Can we go back to having ability to list funds by Fund Group (or other fund dimensions) in the Giving Hub? This was very helpful for donors navigating.
10 votes -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
10 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
10 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
10 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
10 votes -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
10 votes -
Font styling needs to be added to CSS
We really need a way to manage font color/size/weight in the CSS page. Menus / navigation font is so light in color and weight that it cannot possibly be meeting contrast/visibility requirements for accessibility. We need an easy way to adjust that without having to build all the styling within our content html.
10 votes -
Set up Fiscal Sponsor Relationship for Grants Synced from GLM
Could we please have the ability to set up a fiscal sponsor relationship on a grant when it is synced from GLM to CSuite?
We need to maintain the applicant/application in GLM under the org applying/completing the work (because not every fiscal sponsor applies on behalf of the sponsored org or wants their application history intermingled). Therefore, it would help immensely if we were able to keep the GLM profile as is, then have an option when building the grant to move the applicant to the "Sponsored Org" field, and add the Fiscal Sponsor as the true grantee.
At the…
9 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…9 votes -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
9 votes
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