1483 results found
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Reporting
Allow filtering on the same field more than once for the same report. For example, we might want to see 2 specific dates, or eliminate more than one batch or date from a report.
4 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Additional payment types when creating a batch of checks
Similar to where you can check a box to include blank default payment types to populate when you create a batch of checks add an option where you can select alternative payment types.
Currently if you want to pay with a check for something that is typically electronic or ACH you have to change the default payment in order to create a check and then remember to change it back.4 votes -
Tax receipt
When I uploaded a new default tax receipt template, I see that it is applied to all past donations. For example, a tax receipt that was sent on 4/9/25 does not preserve the actual tax receipt that was sent - what is preserved is the date and time stamp, and when I click "tax receipt" next to the printer icon, what is created is a tax receipt using the most recent default template. Would it be possible to also save the tax receipt that was sent at the date/time of the time stamp?
4 votes -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
4 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
4 votes -
Grantees, scholarship recipients able to upload documents
It would be extremely efficient and save time if grant and scholarship recipients could upload documents in their profiles through the Attach File button.
4 votes -
Journal Entry Approval - Auto Advance
It would be great if journal entry approval worked like voucher approval by auto-advancing to the next je requiring approval!
4 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
4 votes -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes -
statement download
Provide a mechanism for a fund advisor to download statements for multiple funds at once instead of one by one.
4 votes -
Fund Beneficiary Grantees/Funds: Add ability for a fund to designate its own fund as beneficiary
Some fund agreements require a portion of spending be reinvested back into the fund's principal
Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.
Example:
- 80% of spending granted externally
- 20% must be reinvested into the fund's principal
- After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.Having the ability to designate the fund…
4 votes -
Bring back the old support
Please bring back the Old Support click. The new Search Help Articles are not as easy to find the information you are looking for. By clicking an article and browsing through the 5x7 area is ridiculous. Why would you make a support site so small and not user friendly?? I don't understand the changes CS is making. I really hope this goes back to the old way.
4 votes -
Change global search bar search options
Have the ability to change the way the global search bar/other search bars pull up data. example: right now the global search bar alphabetizes by last name, then prefix, then first name. Would like to be able to switch that order to Last name then first name.
4 votes -
Fund Profiles Sorting
Please give the 'Fund Profiles' table on the Relationships Tab the ability to be sorted by column. Currently it automatically sorts by profile name, however, when there are 5-7 profiles linked to a fund with multiple categories of links, certain information can be hard to read.
I would like to be able to sort by category. Thank you.
4 votes -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
4 votes -
primary contact for campaign reports
Good afternoon,
An example of this idea is how the "household" and "guests " are represented/reflected when we add profiles into campaigns. Could we have the "organization" and the "primary contact (just like we have 'guests') listed? It would look like this: "ORG Name" and below "primary contact" info. The org's email and the primary contact email would be included.4 votes -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
4 votes -
API - to connect CSuite to another accounting system
API to connect CSuite GL transactions to another accounting system.
4 votes
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