CommunitySuite Idea Lab
1246 results found
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990 tax class
Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..
See the implimented tax class implientation below:
This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.
35 votes -
Add Details under Recurring Grants on Donor Portal
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.
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 -
Express consent to share donor info with fund holders
In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.
The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:
[_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…
35 votes -
Add Permission to View ACH Details in Profiles
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…
34 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…34 votes -
Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”
"Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.
(Same with Word and Excel files in GLM/SLM. Will post idea there too)
34 votes -
DAF Payout % Report
There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.
34 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
34 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
33 votes -
Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates
Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.
33 votes -
Balance Swap - Edit Amounts
Balance Swap - Edit Amounts
The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.
33 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
32 votes -
Admin Fee Edit
It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.
32 votes -
Enable Custom Account Types
The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.
32 votes -
Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
31 votesUnder Consideration · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded -
Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.
We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.
31 votes -
Fund Statement Template Fields
It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.
31 votes -
Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
30 votes -
Moving Sandbox campaign to live CSuite
Would like to be able to move a campaign that you set up in Sandbox to live CSuite at once. It is nice to be able to create and edit a campaign in Sandbox, but once you perfect it in Sandbox, it is a pain to recreate the whole thing in the live site. Would love a "move this entire campaign to CSuite live" option (could come with a potential warning when you click "move to live".
30 votes
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