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14 results found

  1. Distribution- 0 dollar periods by "X" number of months.

    We have a spending policy that allows us to grant out money for new funds even if they weren't created the first, second, and third quarters of the year. I saw this idea below that has been implemented in CSuite over 0 dollar periods and adding that check mark box. See the paragraph below in ". We tried this for our funds, but it is not working for our spending policy because even though our spending policy is 12 quarters.... we only want 0 dollar periods for the year they started the fund in. So example: a new fund in…

    6 votes

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  2. Distributions Quarterly

    Distribution Calculations - ability to run calculations for quarters or semi annual, by entering a start date - we do distributions for income earned Q2; Q3 and Q4 as well as SEMI ANNUAL income earned July 1 - Dec 31

    4 votes

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  3. set distribution amount

    For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.

    9 votes

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  4. Distribution Audit Details - Make available prior to posting

    It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…

    8 votes

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  5. Audit Details Amounts - Incl Quarter Dates Headings & aligned properly + Revised Total

    When exporting the Audit Detail amounts it would be great to show the amounts with the actual quarter dates (headings), in which they are aligned. It's not a big deal if all the funds have 12 quarters, but for those with less we must move them over to fix the actual period they belong.

    Also, it would be nice to have one more column to show the total revised amounts, when an overridden amount is included.

    1 vote

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  6. Average Daily Balance for Distribution Calculation

    Please update the options for the distribution calculation to include average daily balance. It already is an option for revenue share and admin fees, so I am hoping that it wouldn't be difficult to add it to the distribution process as well. We have had to re-write our distribution policy and received quite a bit of feedback from board members that it was a step backwards to go from average daily balance to quarter balances.

    2 votes

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  7. It would be great to have a projecting future Distribution.

    We would like to be able to project future distribution amounts for our budgeting purposes.

    6 votes

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  8. Custom Distribution Dates

    Fund holders are able to select the dates they would like a distribution to be made. Options are annual, bi-annual but they can choose Jan/July or April/October. They would like the ability for fund holders to select their distribution dates from within the donor portal and be able to set a custom distribution interval within the fund.

    3 votes

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  9. Inflation Distribution Limiter

    Build out a "Do not exceed Principal Balance as adjusted for inflation (insert adjustable annual CPI %)" as an automatic override function when creating a distribution type.

    2 votes

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  10. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).

    10 votes

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  11. Distribution

    Ability to run distribution calculations by fund.

    8 votes

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  12. Exporting distributions to excel

    When exporting distribution data to excel it would helpful to have the quarterly averages, number of quarters and percentage listed in separate columns.

    6 votes

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  13. Distributions tab order

    Can you change the tab order on the distributions screen so it goes directly to the amount? It is the only field you can edit. Then enable the arrows (or simple tab) to go directly to the next field that can be edited.

    4 votes

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  14. Import Distributions

    It would be helpful to be able to import distributions (spending policy) from a previous audit details report or other csv or Excel file.

    2 votes

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