1023 results found
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yearly tax letter assigned by division, donor or fund
It would be nice to assign yearly tax receipts based on funds similar to regular tax receipts. We only send yearly receipts to our annual campaign fund donors. There is no way to segregate these tax receipts at this time.
3 votes -
Alerts
Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.
3 votes -
Close a Functional Expense
It would be nice to have to ability to close a Functional Expense, similar to how you can close a GL Account. We use a lot of Functional Expense codes, some of which are not being used anymore, and it would be nice to be able to hide those from the list without deleting them entirely.
3 votes -
Add Donation Advisor Field to Donation Import File
Please add the donation advisor field to the donation import file for bulk donation uploads. This would be extraordinarily helpful for our workplace giving program.
3 votes -
Fiscal sponsor: Display on Grantee tab of profile
Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab
3 votes -
Bulk change check numbers
Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.
3 votes -
Donor email merge field for tax receipts
Please can we have the donor/recipient email field added to the templates field list for tax receipts.
3 votes -
Auto Tax Receipt and Event Ticket Receipt based on Donation Amount
The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.
3 votes -
Bulk Post Pledges - New Bucket
After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.
3 votes -
Campaign - Linked to Pledge on Pledge Import
When bulk importing pledges it is not possible to include the campaign that is associated with each of the pledges that are being imported. It has to be added 1 by 1 after the pledge is in CSuite which requires additional setup time after the import. This would save time when setting up pledges associated with a campaign in CSuite.
3 votes -
Portal / Dashboard: for campaigns
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
3 votes -
Have a Fund Advisor be Able to Upload a Document
Have a Fund Advisor be able to upload a document to staff. This would be similar to using a secure email service.
2 votes -
default expense accounts
When a fund advisor submits a voucher through their portal we have to have a default expense account set up. Our funds have different expense accounts depending on the type of fund it is. It would be nice if we didn't have to set a default and could just assign an expense account when we create the voucher on the back end OR be able to set these defaults by fund or fund type.
2 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
2 votes -
bulk create voucher requests
Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.
2 votes -
steward
Our staff would like the ability to list more than one fund steward. Right now you can only add one employee but we have a lot of donors who have more of a primary and secondary steward. This idea was previously requested but was archived.
2 votes -
Net Asset Hyperlink
During audits, we reconcile the Net Asset account for each fund. While the total Net Assets for each fund appears as a hyperlink, clicking it does not display any associated G/L transaction history. Having visibility into all transactions tied to a fund's Net Assets would be extremely helpful for identifying discrepancies and resolving errors during the audit process.
2 votes -
Deferred Revenue Option for Future Events where ticket revenue is collected in advance
Adding a Deferred Revenue option when setting up a new Event:
It looks like when you set up a new event in CSuite you need to select a revenue account. However, our procedures (and GAAP standards) dictate that revenue incurred in months prior to the month when "the performance obligation is met" must be allocated to deferred revenue rather than a current revenue account. Deferred revenue is not currently an option for this, and only back-end journaling workarounds exist to remedy it. The clean fix would be to allow for non-revenue accounts to be selected when setting up an event.…
2 votes -
donor portal financials
The fund balances aren't aligning with the contribution, grant, and distribution totals due to credit card processing fees applied to donations. Is there a way for the fund advisor to drill down into each donation or view a separate screen that shows the associated fees, even before the end-of-quarter statement is posted?
2 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes
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