CommunitySuite Idea Lab
10 results found
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tax receipts clicks
Please eliminate the confirmation click for generating tax receipts and envelopes!
10 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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Profile Payment Fund Designation
When profile payments are established a "Primary Fund" designation is required. CSuite still allows for other funds to be used when donations are added to the profile payment, but those funds are not reflected in the till when deposits are created. Only the "Primary Fund" will reflect which is confusing when deposits are reviewed.
Is there a way that profile payments could be made "Multifund" or have fund designation selected when "payment" entries are created, so when different funds are necessary, they will reflect appropriately when monies are deposited?
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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Till deposit account
It would be helpful if the till deposit record included the deposit account. Currently when you look at the whole list of till deposits, there is an "account" column. However, when you click into an individual deposit record, it doesn't state which account the deposit was made to.
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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non-till transactions
This idea was submitted, and it says it was implemented, but it is not implemented! Would like to see a total for both the donation amount and the fee amount then a total of the Deposit for the Unreconciled Non-Till Transactions like when checks are deposited in the Till.
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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Note Entry on Till Deposit
When adding a note to a till deposit, once you type your note and hit "Add Note" the system takes you back to some other random deposit...not the deposit you were on. The note does attach properly to the original deposit you had selected but why does it not take you right back to the same deposit once you have finished the note??
3 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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Cash Donations listed in Till
I would like to see cash donations listed in the till like the check donations instead of lumped together as "cash".
10 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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Easy Fix - Change label of "Description" field to "Donor" for the Donation Show Till screen.
The "Description" column on the donation Show Till screen is actually the "Donor" field for each donation. This is confusing because there is a "Description" field for each donation, but it is not what is shown under "Description" column on Show Till Screen.
1 voteHello,
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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Change What the Deposit Slip Prints
We process a lot of donations via check and would like to be able to show the description field from donation entry on the deposit slip - our reconciliation is made easier by having this information available. We will have to hand-write necessary information on the deposit slips since we are unable to change it what it prints.
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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cash payments
Occasionally we will get cash to deposit to a fund from an event. I just sat in chat, after botching up entering/deleting this money and finding no way to make a cash payment entry, and after several frustrating minutes of the rep not even understanding what I was asking, was told to enter the cash as a check, and put cash in the check number space. Really?!? How about giving us a cash button to choose or rename the check field to be check/cash? I'm more frustrated from the inane chat I suppose, just needed a reminder, but you don't…
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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till deposit export
It would be helpful when in the till deposit list screen to be able to filter/export them. My auditors need a list of deposits every year and I have to highlight and copy/past the current year.
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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