27 results found
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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.
4 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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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.
5 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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Two Stripe Accounts- cannabis bank account
Since recently adding a cannabis fund, we had to open a bank account solely for them due to it not being FDIC insured. We attempted to set it up in Csuite so that it went through this fund and bank rather than our operating fund and operational bank account. The cannabis fund accepts online donations that runs through Stripe. Stripe deposits are automatically sent to our operational bank account and Csuite separates all fees to our operating fund. We then end up having to remove the money form the operations bank account, deposit it in the cannabis bank, make that…
1 voteHello,
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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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 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. You can also export the account list from custom reports.
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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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 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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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 voteHello,
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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Create account / subaccount without having to save and edit
It would be great when creating GL account (and other records) to have all fields visible upon initial entry vs. having to edit after saving. It would ensure the complete set of data accompanied the record, and save time.
7 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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