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34 results found

  1. NEW CHECK WORKFLOW: add fund to the table when selecting voucher for check processing

    New Check Process: IMPORTANT - the columns no longer show the FUND the checks are being written from. This could cause major errors for us. We easily know which checking account to use based on the fund of the check. Please add this column back to the PAY VOUCHERS area!

    26 votes

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  2. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    55 votes

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  3. Bank Reconciliation: Account Reconciliation

    It would be a huge help if, when reconciling a bank account in CSuite, multiple lines could be checked at one time, rather than checking one tiny checkbox at a time. This is a huge time drain when reconciling in the system.

    20 votes

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  4. New Check Workflow Wishlist

    Thank you for taking time on Wednesday the 25th to go over our questions.

    I had a few observations after processing checks 2 weeks now.

    1. Ability to add an email address in addition to the Pay Email address on the electronic payment notifications ( like before ) . Cheers to the automated emails and the ability to edit that content ! Saves me time inn notifying vendors of their electronic payments .
    2. Add back the email history notes and or email log for the automated electronic payment emails. Often times another staff member will need to answer questions from a…
    6 votes

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  5. Please bring back the switch to electronic function on cheques

    I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.

    Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.

    Now switch to…

    5 votes

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  6. Refunds post to spendable option

    Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.

    30 votes

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  7. Search by check number

    It would save a lot of time if you could search for a specific check by check number (A/P or Grant). Instead of having to scroll through pages of checks, being able to go straight to a specific check that you have the number for would save a lot of time! Especially since banks are having a lot of positive pay exceptions that have to be rechecked on a daily basis.

    4 votes

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  8. New Check Workflow: filter by checking account

    In the new check workflow, when you are on the payment screen of open vouchers, it would be REALLY helpful if there were an option in the filter function to filter by checking account. Currently, I need to have two windows open side-by-side to be able to select the right checks for each batch I'm creating and this would greatly simplify that process.

    3 votes

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  9. Option to Put Description in Check memo line

    Sometimes it's good to have that info on the check in addition to the letter that we send. I know it's on the check stub in the template we use, but if I want it in memo line, I have to copy and paste on the the review checks page. If this actually exists, would someone please teach me??

    4 votes

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  10. check void date

    CSuite does not allow users to enter the void date on a check, it defaults to the day that it was done. It would be so helpful if we could enter the date that we want it to be voided.

    5 votes

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  11. bring back the ability to change account number in Check Edit feature

    bring back the ability to change account number in Check Edit feature

    2 votes

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  12. Check none and check current buttons

    I was looking for undeposited checks and came across the buttons Check None and Check current. I thought maybe these were associated with checks, but really it means check marks next the reconciliation items. It would be nice if there was a warning asking if we are sure we want to unreconcile checked items so that we can think about that twice if we are uncertain of what this action button does.

    2 votes

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  13. Ability to PreNote ACH Information

    We'd like a way to include zero-dollar payments or prenote entries in the NACHA file. Currently, I have to manually type in the new ACH info for a Grantee as an additional line on the bank's website after the NACHA file is uploaded. Having this happen within CSuite would reduce the opportunity for errors. Thank you for considering!

    3 votes

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  14. Indicate which accounts have checks pending approval

    On the main checks page, it would be helpful if the system indicated which accounts have checks pending approval. We have several bank accounts, and our approvers often miss checks because they don't click into each account each week, which means we have to follow-up on payment day to finalize approvals which slows down our AP process.

    1 vote

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  15. Bank Reconciliation with Outstanding Items List

    It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.

    23 votes

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  16. 1 vote

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  17. checkstub detail

    Hello,

    I saw this idea was previously posted and its marked as implemented. I have the same issue. I keep the bottom for our records and I send the check with the middle stub for vendor record. In the middle stub nothing much its printed. And all the detail is printed at the bottom. Can you help us with it. If you already implemented can you tell me how it was fixed.

    2 votes

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  18. 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…

    5 votes

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  19. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    83 votes

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  20. Canadian payment file CPA Standard 005

    I was really excited to see the recent release re: checks to "add the ability to create a ACH094 file for Canadian clients to use nacha type functionality with CSuite." After checking with our bank, it turns out they don't use this file type, but instead use CPA Standard 005 (see link below). It would be fantastic if this file type could be added to the options for ACH format.

    https://www.payments.ca/sites/default/files/standard005eng.pdf

    1 vote

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