57 results found
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positive pay
Positive Pay - Template Edit Capability. In past softwares I've dealt with, we've had the ability to create bank groups which tie to a specific bank's positive pay file requirements because each bank has to have their own unique template. The bank group templates are then linked to the bank ledger account so, as you issue checks, the system knows which format to file for the positive pay export. Currently, the only option we have is to download the export and tweak it manually to meet the bank's needs. It would be preferable to have the system be able to…
16 votesHello,
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Accounts report should include Functional Expenses field AND/OR Accounts tab should include filtering ability (similar to Funds tab)
In Custom Reports the Account object report should include all fields on the Account. A big omission right now is that the "Functional Expense" field on the Account is not available as a field on that report (screenshot attached).
Alternatively, it would be useful to be able to apply filters on the Accounts tab (the same way you currently can on the Funds tab) AND those filters should include the Functional Expenses field (second screenshot).
1 voteHello,
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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.
35 votesHello,
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Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
26 votesHello,
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Revenue accounts through Stripe - need multiple choices
Stripe donations only have the ability to post to one GL revenue account. Having a choice of revenue accounts is preferred since some of our funds are endowment funds and some are non-endowed funds (need different G/L numbers).
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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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.
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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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,
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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.
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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,
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Require approval of ach information on vendor profile
It would be great if there was an approval process for entering ACH/banking information on the vendor profile. This would confirm there were no typos during the entry process.
17 votesHello,
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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,
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Direct Excel Export of Reconciliation
It would be really handy to have an export to excel for the account reconcilations.
9 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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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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Bank reconciliations - display report when reconcile is selected
It would be helpful to have the Bank Rec report pop up immediately upon reconciliation, rather than have to go back into the history report to print. I have never seen a system that did not do that. Also, we should be able to print a rec for a month in which there was no activity, to still show proper balances for current months.
29 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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checks: notification of approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
41 votesHello,
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Thank you
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