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5 results found

  1. Unit Cost and Fractional Shares -- Need More Decimal Places

    Stock values, when manually entered in the unit cost, can only go out to 4 decimal places. This often leads to incorrect values due to rounding errors, as sometimes multiple hundreds of shares are being sold. We need the capability to manually enter at least five or six digits on the Unit Cost.

    In addition, when entering fractional shares, the decimal place can only go out to three decimal places. Similar to unit cost, we need the ability to enter fractional shares to at least 5 or 6 decimal places.

    3 votes

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  2. Public Securities Sort

    Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…

    20 votes

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  3. stock gift entry - import, update description and entry order

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    105 votes

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  4. Another Field for Commas

    Another field that needs commas added during entry - Public Securities Sale....see attached screenshot.

    1 vote

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  5. Add the ability to import custodial statements

    We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.

    1 vote

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