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  1. 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.

    8 votes

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  2. 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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  3. 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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  4. 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.

    4 votes

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  5. 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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  6. Distribution

    Ability to run distribution calculations by fund.

    8 votes

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  7. 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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  8. 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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  9. 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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