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  1. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    Adding the fund open date and investment strategy fields to the Underwater Funds Report would make this report more useful and informative.

    30 votes

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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  2. annualized budget percentage on income statement

    On the Income Statement budget format, the variance amount and percentage only shows the variance stated in proportion to the current month. My board and I would prefer to see this amount as a percentage of the annualized rather than month to month budget. Can you please add an option for this such as a "budget ann" or "budget ytd"? Selecting the option "this year" will give me the annualized amounts, but there is no way to change the effective date and retain that format as it reverts back to the month over month.

    58 votes

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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    "Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.

    (Same with Word and Excel files in GLM/SLM. Will post idea there too)

    22 votes

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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Column View for ALL financial reports

    It would be very beneficial if there were column views on ALL of the financial reports. There are column views on the balance sheet and income statement.... but can it please be integrated in the trial balance and detail trial reports? There are certain reports we ran and need from FIMS that we could get exactly what we wanted if we had this option.

    The reports we are pulling now in place of it have way too much information on there that is not needed. If I can pull a detail trial with certain accounts selected then have a column…

    11 votes

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  5. Collapse account & fund filters on filtered/saved financial reports

    It would be nice to be able to collapse filters on the financial reports. Instead of listing all of the accounts or funds could there be a way to collapse those filters? We need to print this, and if the filters could be collapsed or not show on every first page when you print it from CSuite.... that would be helpful. I don't think the filters need repeated on every page... only the title of the reports.

    6 votes

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  6. Income Statements

    It would be very helpful if on the "Edit Option" tab in the left-side menu, it included an option to have two columns - one for last month and one for YTD on current fiscal year. That way, you are able to view last month's totals compared to the fiscal year YTD values.

    2 votes

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  7. Creating a Custom Expense Report

    For various events our organization holds we must provide an expense breakdown which we can export from CSuite but it includes unnecessary information that we must remove. Having the ability to create custom expense reports based upon specific accounts and/or campaigns we select would save time and allow the focus to remain on only pertinent data.

    6 votes

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    Planned  ·  0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Financial Statements & Interfund Activity

    Have the ability to separate interfund activity into a separate column or grouping on the financial statements. The interfund activity artificially inflates the gift, grants, payable and receivable totals and must be backed out for audit purposes

    4 votes

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  9. Prior year and current month column format for balance sheet

    This was implemented according to C-Suite but I do not see that column format - there is year year which compares 08.31.22 to 08.31.2021, but I would like 08.31.22 and 12.31.2021. Am I missing something?

    1 vote

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  10. financial statement settings

    There should be a Financial Statement setting option to round to whole dollars. It is standard to print financial statements for presentation rounded to the nearest dollar. This was a simple setting in the Financial Edge system we used before converting which was at several years old.
    There should also be more flexibility in the columns chosen for the financial statements. As an example there is no option to have a month and ytd comparison with the current year and the prior year on a single page. This was a standard report in our previous system and at every place…

    5 votes

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  11. YOY Income Statement

    Fiscal Year Comparison on Income Statement -
    Please allow a way to show YOY fiscal comparison on this report. I can go in and edit date, but for calendar only.

    11 votes

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  12. Quarter End Balance (QEV)

    It would be helpful to have the QEV available for all funds and not just the ones with the spendable coding.

    Right now, we are being told to have the QEV show we need to edit the fund and give it the spendable code and distribution type then we need to go to the GL and run "rebuild QEV". It's either this or run multiple quarterly reports.

    4 votes

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