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  1. 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.

    22 votes

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    0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  2. More payment options for donor payment portal

    We have donors who would like to make donations online using a bank check/ACH. Currently our only payment option on the donor payment portal is credit card. We were told by fondant that ACH payments through the donor payment portal is currently not possible. Fixing this to allow ACH for donations will make receiving donations so much easier especially for our corporate donors.

    17 votes

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    Under Consideration  ·  2 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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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.

    9 votes

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    1 comment  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    5 votes

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  5. 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.

    18 votes

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    1 comment  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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…

    80 votes

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  7. void

    When a payment is voided it would be nice if the bank reconciliation stated voided beside the payee rather than just reflecting a credit on the reconciliation.

    31 votes

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    Planned  ·  0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Printed Cheques Canadian Date Format

    We just have recently begun printing cheques from your check template rather than hand writing them.

    I see you have the option for:
    1. US format MM/DD/YYYY
    2. European format DD/MM/YYYY

    But you don’t have an option for the Canadian format YYYY//MM/DD as attached.

    Currently I have to edit the every check pdf so that our cheques can be properly dated per the correct Canadian bank format.

    2 votes

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  9. 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.

    1 vote

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  10. 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…

    3 votes

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  11. investment performance

    It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…

    8 votes

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  12. Stock gift sales go through Till

    It would be helpful to have stock gift sales show up in the Till. We deposit stock gift checks with other checks and I have to reconcile my deposit slips to include the stock gifts so that they match the bank statement.

    3 votes

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  13. bank investments integration

    Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts

    4 votes

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  14. Day Date for Cleared Checks in Bank Reconcile

    There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.

    3 votes

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  15. positive pay export

    Allow the Positive Pay Report to be exported as a csv file in addition to txt. The txt doesn't work with our bank without a LOT of massaging.

    3 votes

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  16. Bank reconciliation report

    May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.

    3 votes

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  17. 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.

    1 vote

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  18. Bank reconciliations

    It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.

    29 votes

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  19. Bank reconciliations

    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.

    14 votes

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  20. Copy all fields in Bank Rec

    We have hundreds of transactions to reconcile each month. When I am off, I have to copy the entries with checked items to excel to further reconcile but the checkmarks don't get copied. Can that column be also copied please? Thank you.

    1 vote

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