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  1. It would be really nice to be able unreconcile in bulk or back to a certain month. Currently, you have to unreconcile, month, by month (and lets say) you were doing some year end cleanup in Dec, caught something that happened in Feb, its a pain to unreconcile 11 times (assuming you are reconciling once a month and not more than once a month)

    10 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  2. It would be helpful to have a warning/recommendation to use the child account if a parent account is selected for an account transfer. Requested by GMF

    9 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  3. It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.

    4 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  4. For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.

    9 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  5. When a new Account is created (via Create or Copy), include that information in the Log for the account.

    It's important info that isn't currently captured.

    6 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  6. Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.

    5 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  7. We need to be able to see the StripeIntent field to allow for manual inspection and verification of a successful payment in the Payment Processors tab for Stipe.

    We've had a handful of donations that didn't go through, however, the list we see gives no indication of which ones were successful and which ones had a "Bad_Request".

    It would be most helpful if the information showing whether a payment was successful was client facing so we can see it.

    7 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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

  8. Is it possible to add the check numbers in the Reverse Reconcile view? The column is already there, but it never populates any data. Thanks!

    3 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  9. Historical reconciliations currently aren't available for closed accounts. I have to reopen the account in order to download the reconciliations. It would be nice if there were history reports for closed account reconciliations.

    3 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  10. The NACHA file that CSuites exports is not a format that our bank can process. The treasury has sent us the attached file that specifies how the file should look.

    4 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  11. Suggestion for a way to easily map Stripe data to profile data for donations made outside of CSuite.

    We run an customizable online giving embed based on Stripe. We operate independently from CRMs and websites, which gives our clients considerable flexibility. We serve community foundations and one of our clients uses Foundant.

    One of our company goals is to reduce technical overhead for organizations, and so we were trying to automate donor data from Stripe into Foundant since the documentation states there is a way to import "Non-Online Donation Portal Transactions" via Stripe webhooks.

    The problem is, no data aside…

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  12. It would be helpful to disallow the entry of a Deposit Date earlier than the Donation Date for any donation in the Till.
    We received donations provided to us in December but didn't deposit them until January.
    We had to re-open the books, undo reconciliation, correct the donation dates and redo everything.
    Thank you.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  13. Till Transaction ID & Till Deposit ID are provided on certain screens, but those ID numbers are not searchable in the Global Search at the top left of the home screen. They should be searchable like all other IDs in the system.

    2 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  14. May we request that transactions with net zero dollar amounts (e.g. admin fees posted to accounts nested in a Pooled Asset investment strategy) be not displayed, and required to be checked off, on the bank reconciliation screens.
    Currently, checking/clearing a net zero dollar amount transaction also affects the Deposits/Bank Credits and Checks/Bank Debits subtotals on the bank reconciliation screens which eliminates a valuable tool for accounting professionals. Thank you.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  15. Very concerned about the fact that someone creating a NACHA file has the ability to edit it. There is nothing stopping them from creating the NACHA file, changing the account number to their own account and then uploading to the bank. Said we need to fix this for security purposes before they will consider using our NACHA file or we need to create a direct integration to the bank so they don't have the opportunity to edit the bank information between initiating the payment and the information being uploaded to the bank.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  16. The ability to batch add a payment date similar to the batch add grant date feature that is already available. Oftentimes, we have grantees who fail to sign their grant agreement before the payment date we set, and the books close before they sign, resulting in many grants that we have to update one by one. When multiple funds are attached to the grant, it can get tedious.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  17. Processing internal transfers should require an "approval" similar to the approval process for grants, vouchers and journal entries.

    2 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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

  18. When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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

  19. it would be nice to see which checking account the unposted checks that are listed on the accounts payable listing.

    1 vote

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    Archived  ·  Holly Spitz responded

    Hello, 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.

  20. When reviewing the investment strategies there is no ability to mark them as inactive or archive the ones that are no longer needed or necessary. When looking at the funds assigned to the Investment Strategy there is nothing to tell you that a fund assigned to an investment strategy is closed unless you click into the fund. It would be nice if the investment strategies could be marked as inactive or archive. In addition to showing that the fund in the list when looking at the details of the investment strategy are closed.

    2 votes

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    Archived  ·  Holly Spitz responded

    Hello, 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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