20 results found
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Balance Sheet Liabilities List Order
Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.
15 votes -
Budget Reporting
Greater Milwaukee Foundation would like a more finance-oriented approach to financial statements and variances. Specifically, when looking that the budget variances on the Income Statement/Budget Column option, the revenue section is correct in that the variance is 'actual minus budget'. However, the expense section is backwards, and should be 'budget minus actual'. We currently have to edit this in excel.
16 votes -
Financial Package
It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.
10 votes -
Enhance Budgeting Tools - Scenarios, Forecasts
It would be so helpful to bring some enhanced budgeting tools into CSuite.
Currently, only one Budget is allowed per fiscal year as far as I can tell. Having the ability to populate and maintain different budget "scenarios" for each fiscal year would be amazing. The adjustment to Projected Budget seems quite limited and we are not able to "calendarize" the total adjustment or have multiple versions. With this the idea would be to apply a filter to select which "scenario" we are opting to look at for a given report with budget involved and ensure our headers reflect that…
4 votes -
Financial Reports
It would be useful to delete or add certain accounts when preparing a monthly income statment especially when preparing actual to budget. There are some items, mainly the investment income accounts that are not included in my original budget, therefore are not needed in the statement. Because of this, I have to export the report and delete the line items I do not need instead of running it straight from CSuite which would save a lot of time.
3 votesNote: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.
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open books need a warning or a password
Hello! We just had an issue where we accidentally opened the books back 10 years because of a typo in the date - can you please either put a warning on the open books feature or password protect it if it goes beyond 1 year? This caused a big issue from some Small Dog fund updates that did not close properly after reclosing the years.,
2 votes -
Balance sheet comparison over years
Much like one can run an Income Statement for a fund over several years, and choose 'Financial Year' to see the individual year activity, it would help to have that same functionality for the balance sheet. Currently one can only choose 'Year over Year' and thus has to run the report several times to provide the same view that is easily available with the Income Statement.
6 votes -
Financial Report Editing - Add heading to each page & rounding option
Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.
4 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
3 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
1 vote -
Calculate CGA/CRT Payments based on % of FMV.
Need the system to take the FMV and calculate the new year's payment on CRTs based on a specified % of FMV. His example was 8% payout annually of FMV. But that FMV updates every year, so payment amounts need to change; the % remains static.
2 votes -
Update Split Interest Values
Need the ability to update split interest values at the end of the year. Would currently have to write adjusting entries for their over 600 CGAs and CRTs, which is not a feasible solution.
2 votes -
Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter
Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.
7 votes -
Budgets: Update entry view
It would be most helpful, on the budget entry screen, if the 3 columns on the left that identify the individual accounts (Type, Account, and the Account Name) remained in view as one scrolls to the right across to different departmental budgets. We run 5 organizations, each with a multitude of active funds, and it's quite difficult to isolate a certain GL for entry within a fund that's a far distance to the right across the funds list.
7 votes -
Include Campaign in "Add Financial Filters"
Please add Campaign as an option in the Add Financial Filters list of options. Thank you!
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Financial report fund filters
Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.
The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.
There is a potential for reports to be run providing incorrect data…
21 votes -
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…
24 votes -
Financials: fund balance (show $0 balance funds)
Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.
27 votes -
investment performance
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…
20 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
19 votes
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