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49 results found

  1. Commas should be in ALL numbers

    There are many posts about commas being included on reports and various fields but there are still many areas where commas are still not appearing in numbers....VOUCHERS being one of them. We are working with very large numbers at the end of month. It is difficult to be sure you have entered something correctly when there are not commas in the field. See the attached screenshot of the field where the number should be 13,767,068.59 but appears as 13767068.59. This should be a systemwide standard that there are ALWAYS commas in numbers. we should not have to keep pointing out…

    48 votes

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  2. Grants On Hold In More Buckets - Approval & Voucher

    It would be nice in C-Suite to be able to put a grant On Hold in the Approval and Voucher buckets in addition to the New bucket. The New bucket has not yet booked an expense to the General Ledger and often we want to book the expense but still prevent the grant from being paid for various reasons.

    30 votes

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  3. AP voucher line order should stay in order of entry

    Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.

    After receiving this response:

    After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the…

    7 votes

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  4. voucher description

    It doesn't make sense that if I enter a description on a voucher, it doesn't show on a check register report. You should be able to enter a description that prints on the check and a fund statement or check register report without having to enter it multiple times. I have already entered the voucher with a description, why do I have to enter it in the "memo" when printing checks for it to show on my check register?

    7 votes

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  5. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    In an effort to move to more ACH payments, we would like an integration of a cloud-based, third party billing service. At our foundation, we have no interest in collecting our vendor and grantee's sensitive bank information and storing and entering it ourselves. That is why we believe a successful third-party billing option is the best way to go. We have heard that CSuite is experimenting with Bambora, however, upon our research, we find that this may not completely suit all our needs. Has CSuite looked into working with another billing service, like bill.com, for instance? If not, I suggest…

    7 votes

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  6. Apply partial credits to voucher invoices

    Add the option for applying credit memos to voucher invoices that are not exact matches. Sometimes you will receive a "correction" to a previously paid invoice, the amount will not be the entire invoice, the account to credit the refund to may not even match. So in creating the Credit Memo (or negative voucher) retain the ability to choose the appropriate fund and account number, but don't require a match with the invoice that the credit memo is applied to, and don't require the dollar amounst to equal. In fact, it might be necessary to apply a large credit to…

    3 votes

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  7. Sorting Vendor History

    The ability to sort vendor history by various fields, or at least to filter transactions. Date order could be chosen from oldest to newest or newest to oldest. Sorting by amount is helpful when doing vendor research. Sorting by voucher vs. credit memo, etc.

    7 votes

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  8. Combining Checks per Vendor into 1 Grant Check or keep them separate for same checkrun

    At today's check processing I had 2 vendors that had multiple grant vouchers/checks to process. 1 vendor needed their 2 grant vouchers combined into 1 check while the other vendor didn't need their grant vouchers combined into 1 check. Can't Foundant place a check box at the end of the Voucher ID rows at the Pay Vouchers screen for combining instead of "One Check Per Vendor?". I had to do 2 checkruns to ensure I had 2 separate checks for 1 of the vendors. Completing 1 checkrun for all checks is much more efficient, especially when producing the grant letters…

    2 votes

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  9. Filtering Check Register Custom Report to Only Include Scholarships, Grants, Voucher, etc.

    When creating the check register custom report, it would be useful to be able to filter the report to only include scholarships, grants and other voucher batch types. This would improve C-Suites usefulness when attempting to gather information on checks cut specifically for scholarships, grants, and other voucher batch types.

    9 votes

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  10. voucher approval by dollar amount

    It would be nice to be able to set voucher approvals by dollar amount, not by percentage. Approval levels within the organization are often set by how much the voucher is for, being able to align the system functionality with our process would be so much easier.

    3 votes

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  11. Return to Vouchers After Creating a Check

    There should be an option to return to the Vouchers page after your create a check (whether electronic or into a check batch) instead of having to click back to home and navigate back to the bucket you were working from.

    8 votes

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  12. It would be helpful to be able to view if after creating an AP voucher, you have actually attached a voucher or supporting document.

    It would be very helpful to be able to view if a voucher has an attachment, i.e. an invoice or supporting document). Sometimes we process many vouchers and trying to make sure you have attached a document can be time consuming. This is especially true when you use the import method of uploading many vouchers. I can imagine this is helpful to the person creating the vouchers, but also to the reviewers. Thanks.

    5 votes

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  13. Edit voucher approval email

    It would be nice to be able to edit the body of the voucher approval email. It's very basic and robotic sounding.

    1 vote

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  14. warning before unposting voucher

    Please add a warning message before unposting a voucher. More than once, I've unintentionally unposted a voucher instead of the related check, which then meant going back through the approval process again. Anything that requires new approvals should have a warning.

    2 votes

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  15. Change the payee without creating a new profile

    It would be great to be able to edit the paybale to name without having to create a new profile if it needs to be changed for those one off situations.

    1 vote

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  16. Multi-fund Invoices

    Just like vouchers, it would be great to be able to create multi-fund invoices.

    5 votes

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  17. Voucher approvals

    We contract out our check writing service. We would like a way for CSuite to notify the service VIA EMAIL that vouchers have been entered but not posted; then the service can review the coding on the vouchers and post them so CSuite will then email notification to our director to approve them for payment.

    1 vote

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  18. Add Total Vouchers to History link on Fund

    We would appreciate the total vouchers being listed on the History link of the Fund along with the Grants and Donations. Instead of running a separate report for Vouchers, this would allow us to see a full snapshot of the fund. Vouchers are an important part of many funds and Fund History should show the full picture.

    4 votes

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  19. vendor

    On the Vendor screen, on the list of Vouchers section, please list the Voucher Description instead of the Reference Number

    4 votes

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  20. PAY Address needs to be used when cutting check not hold address from when voucher created.

    Shouldn't the check creation date trump the voucher creation date with regard to which address to pull?

    Chat response:
    The check takes the address provided on the voucher. If you update the check with the correct pay address, that will show when you go to print the check. This is how it is designed. This would be a great suggestion to add to the Idea Lab (http://idealab.foundant.com/) if you would like that to function differently.

    5 votes

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