CommunitySuite Idea Lab
41 results found
-
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.
-
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.
-
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.
18 votesThe voided check information is now listed on a voucher.
-
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.
-
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.
-
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.
-
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 -
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
-
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.
3 votes -
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…
-
Bulk Create Requested Grants
Currently when an advisor requests a grant through the online portal we have to go into the system to "create" it so we can go through the steps of approval and creating the voucher. If an advisor requests multiple grants, it would be nice if there was a way to bulk create these grants instead of going in one at a time. We've had as many as 10 at a time and it's very time consuming to have to go into each one to create it.
5 votes -
Statement vouchers -format dollar amounts to show commas
When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).
37 votes5/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
-
Grant Request Bucket
If there are multiple grant requests in the Request bucket (made from online requests) there is currently no way to create all grants at once. It would be nice to have this option instead of having to go into each grant and hit create.
This would be similar to the other buckets where you can do multiple vouchers, approval, etc.5 votes -
check stubs
Allow the check stubs to include the GL accounts associated with the various expense accounts that make up the paid voucher. Printing this on the stub (bottom portion we keep) would eliminate having to print the voucher too. Hopefully it would be a very simple fix or enhancement. It also helps our auditors as they review paid expenses and how they were classified.
2 votes -
Add Fund Group Column to Grants Voucher Bucket
The ability to filter by fund group in the grants voucher bucket would be really useful to us when we only want to print a certain fund group's grants. For example, we process DAF grants, FOI grants, and Scholarship grants separately. Filtering by fund group would make it much easier for the check approvers to approve the right grants. Thanks so much for considering!
15 votes
- Don't see your idea?