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13 results found

  1. Balance Swap

    I just started looking at using balance swaps instead of manually doing a transfer from one account to another. It would be great if we could have the ability to enter a description while doing the balance swap instead of having to go into the transfer and edit.

    On account transfers we always put some kind of description so we know why those funds were transferred.

    4 votes

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    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.

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  2. Another Missing Comma

    Found another missing comma - when doing a transfer, there is no comma in the amount field. And unlike other areas, there is no chance to review on another screen with a comma before it posts (like a voucher or a journal entry). You type the number, tab off the field, and have to click transfer and the transaction is done. Commas should insert in the field as you type like it does now in Vouchers.

    4 votes

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    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.

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  3. Sub Account Roll-Up for Reconcilitation

    It would be great if an option for sub-account balance roll up for main accounts that are reconciled. For instance, we have a current portion of a loan and when reconciling the loan in bank reconcile area, the current portion subaccount balance doesn't roll up into the total of the main account.

    3 votes

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    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. I would loved to be able to copy an opportunity

    I would love to be able to copy and opportunity instead of creating a brand new one.

    6 votes

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    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. Please add the ability to use Z_cash balancing fund as the destination fund of an invoice. This would ease recording of inter-account transf

    Please add the ability to use Z_cash balancing fund as the destination fund of an invoice. This would ease recording of inter-account transfers that involve getting a check from an outside manager to deposit into another foundation account

    1 vote

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    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.

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  6. 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 vote

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    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.

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  7. 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 votes

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  8. 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 votes

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  9. 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 votes

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    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. 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 vote

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    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.

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  11. 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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    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. 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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  12. 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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    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. 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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    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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