46 results found
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default setting
This is to expand on an idea that was posted in 2017.
In the system setting, we set up a default fund and in the vendor record we can set up a default gl account number for that vendor. But they don't go anywhere. Whenever i create a voucher, after I select the vendor, I have to select the fund and the account number. I would think the defaults should kick in, perhaps it is just a matter of connecting the fields. thoughts to make this happen?
4 votesThis has been partially implemented on 6/21/2024:
Vouchers: Updated the voucher creation process to use the Default Account that is set on a vendor record.
The default fund is only needed during the migration process and is not used for any other purpose.
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Voucher Detail Lines on Check Stub
We need an option to include all line items on the check stub. When sending scholarships to a vendor and we want them to only get one check, it will only print a set number of line items for reference. We need all students referenced. We need an option to include all voucher lines for the vendor. This would require reducing font to make the items fit or print a separate check that may be a voided check with additional detail items on the check stubs.
1 voteThere is a left side menu option within a specific check to print a detail attachment. This would be the solution for a check that has multiple voucher lines that do not fit on the check stub. There is also an option to create a scholarship letter template that can be sent with the check. If configured correctly, it will include a list of the scholarships as well.
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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…
77 votes05/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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voucher refund
It would be really helpful if there was a voucher refund feature, similar to a grant refund. Occasionally we have EFTs that bounce due to a data entry error, or incorrect account information provided by vendors. Currently, we have to record this as an invoice coded against the same expense account as the voucher, but this doesn't faithfully represent the nature of the transaction. An "invoice" shouldn't be issued in this situation, and it's less clear in reporting, whereas a voucher refund would make more sense.
13 votes7/3/2024:Vendors: Removed refund from the vendor record.
Vouchers: Added the ability to refund vouchers from the voucher record. Users will select a paid voucher and use the refund from left hand menu. Refund will allow for partial or full refund amounts, and more than one refund on a voucher. If the voucher has several accounts the refund will split by percentage into the separate accounts. . Upon creation of the refund voucher, the refunded amount will be marked as ready for deposit into the till. -
Add Filter to Voucher Bucket for User / Employee who Created Grant
We have a group of staff who are working on grant vouchers at the same time that do not break down by fund group, subgroup, steward, etc. We would like a way to filter the Grant Voucher Bucket to show grants created by a specific user (employee). Is that possible?
5 votes9/8/2023: Added a filter for grants to filter by employees within the grant buckets/reporting.
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Vendor Default GL Account
It would be helpful if the vendor's default GL account can be automatically populated as the GL expense account when creating a new voucher.
11 votesReleased 6/21/2024:
Vouchers: Updated the voucher creation process to use the Default Account that is set on a vendor record.
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import voucher - add check memo field
Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.
4 votes6/17/2024: Vouchers: Added the Check Memo line to the Voucher import template.
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New User Interface
When something was selected (Account Number, Donation ID, Grant ID, Etc.) on the old user interface the link would turn purple signifying that it was clicked. This does not happen with the new user interface released today. Could you please add that function back? Thank you.
17 votes -
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.
19 votesThe voided check information is now listed on a voucher.
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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.
8 votesYou are now able to filter your check runs by scholarships or grants as a filter.
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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 voteYou could use the voucher approval system and then enable the voucher approval emails.
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Posting Vouchers
Post Vouchers by being able to select wanted vouchers from a list and then post in bulk. Rather than just posting ALL in bulk or posting each one separately.
9 votes -
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?
4 votesACH content areas have been added for electronic payments that have been posted, unposted, or voided. The email will send automatically when one of these actions occur. There is a new radio button for emails called pay. The email with this checked will receive the ACH payment notification with the check detail attached. If there is not a pay email checked, the email will send to the primary email.
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Copy Journal Entries
Could you please add functionality to copy a journal entry? This would make it much faster to enter items that occur routinely with slight changes. I use this voucher feature daily. Thanks!
6 votes -
Voucher Date
Right now in grants, the voucher date defaults to the date it is created. It would be really helpful if we were able to define this date instead. For example, all of our scholarships have a July grant date because that's when they will be paid, but because of the large volume we process, the vouchers were created ahead of time in June. This means the voucher predates the actual grant. The opposite of this happens when we're entering grants for our supporting organizations after they've already occurred. For example, at the end of a quarter, we enter grants made…
7 votes -
Add a Recurring Donation section to Custom Reports
We would like to run reports on our Recurring Donations to do some further analysis. Looking under Custom Reports I see that we can run reports on Recurring Grants and Recurring Vouchers but not donations. Please add this functionality.
4 votes -
glossary
Glossary of terminology with more detailed explanations than what's included in the question mark icon.
Also provide equivalence meaning for such as Voucher - is it in invoice, a credit, a check?
Grant Cycle, does this mean the start and end date of a grant? or how many cycles of grant making in a year?
2 votesHere is our glossary. It can be found in our help articles as well. https://support.foundant.com/hc/en-us/articles/8234706770327-CommunitySuite-Glossary
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Recurring vouchers and grants
Under the recurring vouchers and grants there needs to be a "recurring notify" selection just like there is for donations.
11 votes -
Reduce the chance of inadvertently creating a Historical Voucher that does not book to the General Ledger
Historical Vouchers (like Historical Donations) are designed for new customers who wish to bring history from their legacy systems WITHOUT posting to the CommunitySuite GL. Sounds useful...but once a customer is LIVE, depending on your workflow, a user can inadvertently create a historical voucher when they intended to create a LIVE voucher that DOES hit the GL. Detecting this and unwinding a transaction ranges from tedious to very difficult and needing support help. We have (7) to remediate....
It all depends on your workflow/point of entry:
By starting on the Vendor menu, (instead of from Voucher/Create), for example. If you…2 votes -
Electronic Check Batch
Please add an option after selecting checkrun to process electronic checks only. The current options are: vouchers, grants, scholarships but there are many times when we want to just quickly process only the electronic checks. Thanks!
15 votesThere is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page.
This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still allow clients the…
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