CommunitySuite Idea Lab

  1. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    19 votes

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  2. Voided Check Information on Vouchers

    It would be helpful if the voided check information could be listed in the payment history section on Vouchers. Currently, if you need to reissue a check, the original check information is removed and the replacement check information is all that is listed. It would be great if the original check info was shown with a red "Voided" in the Rec Date field.

    10 votes

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  3. 1099 code needs to be on voucher line level not only broadly on vendor or GL

    My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

    FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

    16 votes

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  4. stripe

    Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.

    6 votes

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  5. More payment options for donor payment portal

    We have donors who would like to make donations online using a bank check/ACH. Currently our only payment option on the donor payment portal is credit card. We were told by fondant that ACH payments through the donor payment portal is currently not possible. Fixing this to allow ACH for donations will make receiving donations so much easier especially for our corporate donors.

    3 votes

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  6. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    72 votes

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  7. recurring donation

    Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

    11 votes

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  8. Show donor primary address/phone/email on Donor Portal

    Show donor primary address/phone/email on Donor Portal and allow Donor to submit an update to this information. Update would move to a queue and staff would review and make updates as needed.

    16 votes

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  9. Print grant letters for checks only and email grant letters for electronic grants only

    Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
    It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
    Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.

    46 votes

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  10. Vendors Paid report parameters

    Currently organization grantees are not pulling into the Vendors Paid report for 1099s even when the vendor record has the "need 1099" box checked. We often pay organizations with grants, and a few of them need 1099s. The IRS does not care whether or not the income was from a "grant," so please remove the parameters that are not allowing these organizations to pull into the Vendors Paid report so we can correctly issue 1099s!

    4 votes

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  11. Adding a "pay" option to an email profile

    In organization profiles, when we grant monies using email notifications, the email listed is the primary POC who may not be the financial person. Since we can add multiple emails to the org profile, is it possible to add an option that has "pay" so that we can check that box for the financial representative and all payment/grant notifications go to that person instead? Similar to the address options.

    1 vote

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  12. distribution types and calculations

    In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).

    3 votes

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  13. email grant letters

    Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.

    Thanks!

    25 votes

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  14. functional expenses - expense allocation

    It would be nice to be able to spread functional expenses across multiple categories by percentage. Currently manually splitting these out for audited financial statements. Very time consuming.

    7 votes

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  15. 1099-NEC

    Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.

    44 votes

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  16. Grant Type on Grantee Profiles

    Hi! When reviewing grants on the New, Approval or Voucher tabs in the Grant section the "Grant Type" is a visible column. However, when reviewing the Grants on a Grantee profile, this column is missing. You have to click within the grant to be able to view the grant type. It would be helpful for us to have the grant type visible along with the other columns already there (ID, Grant Date, Fund Status, Amount, Sponsored Org, Beneficiary, Description)

    3 votes

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  17. campaign security

    Separate the "Create Campaign Group" in the security settings for Campaigns to protect the integrity of the Campaign Groups the organization wants to use. The entire Campaign landing menu with the words "Create Campaign..." leads users to click there first. There is no prompt or showing of additional Campaign groups and CSuite allows multiple groups. After having five "Event" campaign groups we had to limit access to the Campaign module and run data reports to make sure we aren't going down that path. Create a new security item for this so we can limit access.

    1 vote

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  18. Historical AP for audit - need voucher date

    This is our first year working on audit in C Suite. The Historical AP report gives a nice aging report for AP and Grants Payable, except the AP is missing voucher date field. It would be great if the AP voucher had the same fields as the Gants payable report. Thank you.

    6 votes

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  19. Cumulative donation field option for custom reporting

    I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.

    12 votes

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  20. grant refund

    With grant refunds from endowment funds, there should be a way to identify whether you want it to go back to spendable balance or to the default income balance. As it is, if a person other than the accountant does grant refunds they have to alert the accountant which is ripe for error due to missing the step. Or if the accountant processes the refunds they have to (1) remember to do and (2) do - a second process of entering the journal entry.

    8 votes

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