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  1. 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.

    23 votes

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    5 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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.

    7 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Voided Check Information on Vouchers

    It would be helpful if the voided check information could be listed in the payment history section on Vouchers. Currently, if you need to reissue a check, the original check information is removed and the replacement check information is all that is listed. It would be great if the original check info was shown with a red "Voided" in the Rec Date field.

    15 votes

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    Planned  ·  1 comment  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    6 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    3 votes

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  6. 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.

    3 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Payable GL accounts for clarity in Financial Reporting - Scholarship, Grant and Accounts Payable

    We would like for any expense in the Grants GL to post through only Grants Liability. Any Scholarship expense to post only through Scholarship Liability and all other Accounts Payable to post through AP. Having all Grants, Scholarships and AP post in each liability THEN through AP inflates AP amounts at any given time and takes significant filtering and research to ensure actual accounts payable amounts are accurate for financial reporting and audit purposes. If cSuite can connect each GL expense to the appropriate liability and allow payments from those liabilities individually, the process would be clear and the accounts…

    2 votes

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  8. 1099 code needs to be on voucher line level not only broadly on vendor or GL

    My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

    FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

    18 votes

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  9. 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.

    3 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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.

    4 votes

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  11. Donor portal view multipayment grants

    Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."

    21 votes

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    1 comment  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Investment Fee in Revenue Share - since update

    Since the recent update, process for "Posting Revenue Share for Traditional Vouchers" has changed. We used to be able to see the voucher but not, it's the vendor name and can't see the amount until you set revenue share. Can you show the amount at an earlier stage of the process so we know which voucher we are looking at? Thank you

    3 votes

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  13. Multi-fund Invoices

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

    2 votes

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  14. fund on voucher

    Please add the ability to edit the Fund on a voucher.

    5 votes

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  15. Pay Voucher screen setup-check box location

    Due to the zoom level I need for my browser, would love to see the check box for selecting which voucher to pay to be on the LEFT side of the screen so it is on the same side as the NEXT button. Scrolling side-to-side is not ideal.

    2 votes

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  16. vendor payment notification for non-grant payments

    It would be helpful to have a function similar to grant letters to notify vendors of non-grant payments. We process all payments by EFT and currently don't have a way to notify vendors when payments are made. Perhaps this could be sent when vouchers or cheques are posted? Could there be a control flag at the vendor level with a message controlled in content?

    3 votes

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    Planned  ·  0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Flag idea as inappropriate…  ·  Admin →

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  17. vendor

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

    2 votes

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  18. Voucher Date move to initial Grant Screen

    Internal grants and grants that cross fiscal reporting periods but are dated in the prior period create reporting issues within AP general ledger accounts due to the voucher date auto filling with current date. It takes multiple clicks per grant to individually change each grant voucher date to match the grant date to ensure our AP (not grants AP or internal grants AP) is not inflated in the following period due to the open AP vouchers. We often have batches of 100's of grants and/or internal grants that are dated at the end of a fiscal reporting period but are…

    2 votes

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  19. Require all fund advisors to approve grant recommendations

    We have several funds that require two donors (usually couples, but sometimes business partners) to sign off on all grant recommendations before we approve them. The current fund advisor portal does not have any way for us to enforce this policy; however, this feature does exist for grant or voucher approvals, so it would be great if you could somehow enable the same feature for grant recommendations in the fund advisor portal!

    2 votes

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  20. REF NUM/DESCRIPTION in vouchers/posted/pay screen

    Can you please go back to the way the 'ref num' or description field wrapped in VOUCHERS/POSTED and then click on 'pay' screen.

    Not too long ago, I was able to see all the columns without having to scroll left and right. Since the amount of character spacing (for the "Ref Num"/grant/voucher description) has increased, it wraps it further into the description causing the user to scroll left and right to look at the data.

    If you not able to readjust the character spacing than can you give the client the ability to the column widths?

    2 votes

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