1126 results found
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Fund Statements
It would be very beneficial to have the ability to break out donations and investment earnings within a fund statement, in other works allowing subtotals by account type. This would allow fund advisors to easily see the investment returns on their funds without having to manually calculate.
1 vote -
Audit report with all fund coding
The audit report that has the net asset rollfoward (Fund balance change) can be run by various fund groupings but it would be great to have the option to show all the fund codes on one report: fgroup, division, fsubgroup, fsegment. Maybe an option to chose which codes to include on the export.
1 vote -
1 vote
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Change Default GL Account
We would like the ability to change the default accounts for gifts prior to posting from the gift module. The current method requires seperate journal entries to get the transaction in the correct accounts: Example: Deferred revenue and Gifts Receivable
1 voteWithin donations you can use donation types to drive the revenue accounts for different types of donations. Here is the article. https://support.foundant.com/hc/en-us/articles/4405110748567-Create-and-Set-Donation-Types
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Fund Statements - PDF for Online Statements
It would be nice if we could review the online statements prior to posting them to the donor portal as one batch instead of having to click on each one individually - similar to the paper copy option. In addition, still keep this PDF as a static PDF after they have been marked complete.
We check specific funds for errors before we upload them but if there was a PDF file we could check random funds as well.
1 vote -
Org Role needs to "live" on Org profile not just the Individual profile
Can the Org Role "live" on the organization AND the Individual profile? Working with Margaret on a custom report, I was told that for the custom Grant report that I am building - I want to include an Org Role (Grantmaking Contact for that Org/Grantee) and subsequent individual profile email linked to that Org with that Org Role) for all grants issued last week - cannot be created because the Org Role actually LIVES on the Individual and since it's a grant report, the Org Role link is not available. This Org Role linked information needs to be available please.
1 vote -
Accounts payable
Is there a way to decrease the number of lines showing on the initial AP screen? The vendor name and grantee name column should be wider so you don't have three to six lines devoted to one payee record.
1 vote -
Admin Fees
Ability to run admin fees by fee code rather than running all fee codes at once. This will make it easier to review and not have to delete an entire batch for 1 or 2 adjustments.
1 vote -
Minimum Quarterly Fees
Please add the ability to have a minimum quarterly fee assessed to funds, and not just a minimum annual fee. We are brand new to C-Suite and this is VERY limiting to not have this option.
1 vote -
bulk delete function
When removing linked funds from a profile, offer a bulk delete function instead of having to do it one at a time.
1 vote -
country
The new zip code update has caused an issue with international addresses. I entered Canada as the country and the profile demanded that I enter a valid zip code and state for the address. The way it wanted me to inter this information was not valid. This is not working.
1 vote -
mass add for notes
When I'm noting contact to prospects, I'm adding the same note to multiple profiles. It would be nice to be able to do a mass add.
1 vote -
Editing Grant Category
We need to be able to edit the grant category after a grant has been paid. The Cycle is editable, so it seems like the category should be as well.
1 vote -
Batch Email Yearly Tax Receipts
I know you can prepare yearly tax receipts and email in batch. However, it would be very helpful if there was a cover email to go with it in the content of system data. We would like to be able to say something in the email instead of on the template for the yearly tax receipt.
1 vote -
Credit Card Fees
I would like to be able to pay credit card fees from more than one fund. We have funds with lots of online donations so rather than our Operations Fund being charged for all of these fees I would like the ability to have the fund the donation is going to pay for those credit card fees. Thank you
1 vote -
Add profit centers to General Ledger capability
Allow users to add profit centers designations for expense accounts. The profit centers facilitate aggregation of various 'native expenses' to a budget area or project. For example, for fundraising projects, we might aggregate design, printing, fulfillment, postage, credit card charges, etc. We're finding that in order to accomplish this is Csuite, we need many new accounts and subaccounts
1 vote -
notifications
It would be nice in general ledger to be able to pull a range of accounts and not just a single account to view data.
1 vote -
Fix salutation field in letters for gifts via Strip to just include first name not first and last name.
The merge or template for Stripe gift acknowledgement letters is "Dear John and Jane Doe:" We don't want the last name in the saluation. Should/could be just "Dear John:" We are having to edit each letter individually! Thanks
1 vote -
Set Grant Advisor - Deceased Donor Show
When you go to set the grant advisor within a grant, because you cannot select ONLY those who are associated with the fund, please show if the profile is deceased.
1 vote -
letters
It would be great if we could change the font of the signature line on donation TY letters. We send letters via email quite often, but can't change the font on the signature to look more like a "signed name" than just the typed name.
1 vote
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