1483 results found
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Allow decimal points in quantity for AP import voucher
Please allow decimal points in AP voucher import for quantity - I recently had an expense report with 22 lines of mileage and I thought I could save some time doing an import; however, you cannot use a decimal point in quantity for an import, only in a manually entered voucher.
Allowing the decimals would make mileage much easier to manage using an uploaded AP voucher template!
Thanks!
Michele Jeican
Director of Finance
Northern New York Community Foundation
Watertown, NY 136011 vote -
Cancel Scholarship Button
Possibly not a big deal, but I wonder if this would fool anyone: When canceling a scholarship the confirmation button is "cancel." Not sure if anyone would be working fast and realize they didn't want to cancel the scholarship and click cancel wanting to exit from the prompt instead of confirming. Possible update "OK to Cancel"
1 vote -
Increase Default Results Per Page Row Display in Custom Report
When running a custom report in CSuite, the default setting for Results per Page is 20 rows per page. For most use cases, this requires unnecessary pagination through what are often much larger data sets.
Given the processing capabilities of modern devices, a higher default, such as 200 rows, would be easily manageable and would save staff significant time when reviewing or exporting report data.
1 vote -
Audit User Group: Add Ability to view Log within the Transaction
Currently audit only group access allows access to view logs, but not logs within a donation transaction for example. Open permissions so auditors can view the log from within the transaction.
1 vote -
make posted journal entry recurring
Be able to click on an existing posted journal entry and create a recurring journal entry from it. Duplicate it as a recurring entry.
1 vote -
Donations/Pledges/Promises/Public Securities
How are folks handling the "pledge" name for DAFs? Is there a way to rename that field to something like "future giving" to keep IRS compliance? That way the donor can still fulfill a "pledge" without calling it that
1 vote -
Receive payments in bulk for invoices and record the deposit at the same time for payments received by EFT
Record monthly payments in bulk for invoices (loans) and record the deposit of the funds directly in the bank account. Payments are received by EFT with a PAD and are automatically withdrawn from the loan recipients accounts and deposited into our organizations bank account. It is too many steps to create a profile payment for each and then apply it to the invoice and then do a deposit.
1 vote -
Post paid vouchers in one step
Post a voucher that has already been paid with payment info instead of needing to do another step to post the vouchers.
1 vote -
Add a Template Dropdown when Creating/Copying Invoices
Add option to select an invoice template from a 'dropdown list' when creating/copying invoices. If no template is selected, the default is used. Requested on behalf of Community Foundation of the Ozarks.
1 vote -
Make Fund Beneficiary Info Available in the Grantee Portal
Currently we give fund beneficiaries access as a fund advisor to the fund where they are the beneficiary. There are some funds that have multiple beneficiaries on one fund so it gets confusing for the different nonprofits. We have fixed this by now when setting up designated funds we set up one fund per beneficiary. Looking through Compass discussions everyone seems to deal with this in different ways.
We want to provide the nonprofit with the information readily available for them but we do not necessarily want them to have all the information on the fund. Being set up as…
1 vote -
Affiliate Portal Fund Balance Page: Add/Display Fund Group and/or Subgroup Column
On the Fund Balance page within an affiliate record, there's currently no way to see which fund group or fund subgroup a fund belongs to on that page. Adding an optional Fund Group or Subgroup column would help affiliates quickly categorize and distinguish their funds (fiscal sponsor, charitable remainder trust, agency, individual/family, etc.) without additional navigation.
1 vote -
Affiliate Portal Gifts Page - Add/Display Fund Name Column
When viewing the table displayed on the Gifts/Donations page on an affiliate record in the portal, there's currently no way to identify which fund a gift was directed to without running an export. Adding a Fund Name column directly to the gifts table would make this information immediately visible without the extra steps, which is a quick win for usability.
1 vote -
Income Statement Format
Due to large market swings of investment activity, the income statement can show confusing information. If a particular month has huge gains it could mask an issue where expenses exceed revenue. Moving realized and unrealized gains to a separate location on the income statement, the true performance of the foundation can be seen. We are attaching a sample income statement that we manually generate in excel. Besides segregating market gains and losses it would be wonderful to reflect the ending fund balance as well.
1 vote -
Expense tracking on line item like a department code as a separate field that would also be an option on journal entries.
Ability to track expense categories like departments on each line of a transaction including expenses posted through journal entries.
1 vote -
dext
Create an integration with Dext for expenses, receipt management and employee expense claims.
1 vote -
Transactional Admin Fee Maximum
It would be nice to be able to have a fund fee type of 1% of each donation received with a $1,000 minimum and $5,000 maximum annually, for example. We can currently accomplish the $1,000 minimum by assigning a 0% yearly fee with a $1,000 minimum (in addition to the 1% transactional fee). This fee looks back at transactional fees charged over the year and brings the total up to $1,000 if it isn't already. However, if a fund has already been charged over $5,000, I don't see an automated way to have a maximum fee on a transactional fee…
1 vote -
Due Diligence Feedback: May 2026
Please post feedback around Due Diligence here.
1 vote -
Grant Catalog Stripe Fee on Donation Report under Grants
We recently used the grant catalog for the first time to handle our Week of Giving Campaign. When I went into the grant after the week to put the donation report for each nonprofit and exported it as a CSV it does not include the "net of fee" amount or even just the stripe fee amount so that I can manually calculate the net amount. Can this field be added into the donation report.
1 vote -
Allow Multiple Promoted Fund Tiers/Groups on Donate Page
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and…
1 vote -
Add an In Kind Donation Import to the Auction Item Import
CSuite currently has the ability to import auction items into the campaigns module
Auction items are often donated and need to be entered as an In Kind donation
Could Donor information be added to the auction item upload to also create the in kind donations when the auction items are uploaded.
This could would eliminate the current need for double entry
1 vote
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