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8 results found

  1. Enable Custom Account Types

    The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.

    24 votes

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    3 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Export account transfer history to Excel

    Would be very helpful to be able to export account transfer and balance swap history to Excel. Currently can only Print Page, then save as a PDF, then export from the PDF to Excel. Very long way around a simple scenario.

    4 votes

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    0 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Connect CommunitySuite to Bank Accounts

    Ability to connect CSuite to bank accounts so that bank transactions come into CSuite automatically. This would be for investment accounts, checking accounts and credit cards.

    2 votes

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    0 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →
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  4. The ability to merge two organizations with different names

    We have organizations that change their names and would like the ability to merge the organization with the former name into the newly named organization.

    2 votes

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    0 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Exporting List of Accounts Structure

    When looking at the list of our current accounts and structure, we do not have an option to export into excel. I had to copy it on the website and save it in excel manually and adjust the columns. It would be easier to just be able to automatically export the file both ways.

    2 votes

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    0 comments  ·  Accounts/Account Transfers  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Upload investment cash activities

    We have many investment accounts that we manage. Recording cap calls and distributions for each account can be time consuming. Would love an option to upload these cash transactions. Thank you.

    2 votes

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  7. Upload bank statement

    While having the ability now to upload the bank statement is an improvement, being able to do this as part of the actual reconciliation process and not having to go back in afterwards would be great.

    2 votes

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  8. asset report

    Please add either a custom report capability or canned report that will let me see all funds in rows (preferably sorted by group and then name) with the placement of their assets in columns. I'd like to see for example, are all agency funds fully invested in Pool A or is there some $ in checking that needs to be moved in or out? FIMS used to have a canned report that shows this and we've found it to be the easiest way to show that info in a way management can easily understand.

    1 vote

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