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41 results found

  1. Add filters to the check voucher module

    Allow filters on the check voucher module for ease of browsing and locating info.

    7 votes

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  2. Allow adding a campaign to a posted voucher

    If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.

    16 votes

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  3. Copy Voucher

    It would be helpful when using the copy voucher feature on a multiple fund voucher that it copies it exactly like you entered it prior.

    5 votes

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  4. Ability to edit Vendor "Terms" for Vouchers

    Currently the only billing "Terms" available for use on Vendor records is "Due on Receipt". Having the ability to edit this field to include additional billing terms would allow for more complete vendor records and assist with payment schedules.

    It would also be beneficial if the "Due Date" field auto populated during Voucher entry should specific "Terms" be selected on a Vendors profile.

    6 votes

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  5. edit voucher description

    Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.

    14 votes

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  6. vendor payment notification

    The basic functionality is there to send an email to a vendor when a Check is posted; however, it doesn't allow us to indicate whether the payment was made electronically. In fact, we only need these to go out if payment is electronic to serve as a remittance notice. The PDF version of the Check that is currently attached to the email references "Check" and the Fund which is not helpful to the vendor. We are not able to modify it. Suggesting (1) the ability to modify the attached "Check" and (2) designate two different email bodies, one for electronic…

    2 votes

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  7. 1099

    Integrate ability to print and e-file 1099s directly from CSuite from a third-party like AATRIX. Our legacy system had this capability and it made the 1099 process much simpler and quicker.

    2 votes

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  8. Raw Export in AP and Historic AP

    We would greatly appreciate a RAW export option in the AP and Historic AP reporting area. We have had difficulty with the regular export to excel due to the formatting. Much appreciated!

    2 votes

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  9. Putting Voucher on hold

    There should be a way to put voucher on hold the way you can put grants on hold

    10 votes

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  10. ACH Issues

    The NACHA file that CSuites exports is not a format that our bank can process. The treasury has sent us the attached file that specifies how the file should look.

    2 votes

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  11. 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…

    34 votes

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  12. Add campaign to a voucher

    Could we add a campaign to a voucher while it is being created? Currently we have to wait until after it is saved. It's easy to forget to go back in. This would be so helpful when entering vouchers one by one and especially helpful when importing vouchers. We import credit card statements and then have to go back to each individual charge and add the campaign. Thank you!

    2 votes

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  13. ACH NACHA file needs to pull in Ref Number so that the vendor knows what we are paying.

    It currently is pulling through in the Addenda Indicator field the batch ID # (which means nothing to us or the vendor), it should be the invoice number that I am processing. Please update this.

    From: Marie Shores marie.shores@foundant.com
    Sent: Thursday, June 29, 2023 9:42 AM
    To: Michele L. Tarlton McKinney mmckinney@yccf.org; Holly Spitz holly.spitz@Foundant.com
    Cc: Success success@foundant.com
    Subject: RE: NACHA information FW: Foundant Technologies - Conversation with Michele Mckinney

    Hi Michele,

    That’s great you were able to resolve the formatting issue.

    For the Addenda, I escalated that & found out some additional information. Apparently, the options on the…

    6 votes

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  14. check memo for multi payments

    Would be nice to have a check memo box available in the edit pay schedule for multi-payments. Going into each payment to edit the check memo is so painful as it's so slow to update.

    1 vote

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  15. in voucher screen default payment type

    Show a column on the main page to show payment default type

    2 votes

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  16. Add Vendor ID to Global Search

    Are we correct in understanding that the Global Search does NOT include Vendor IDs? Meaning that if I enter a Vendor ID in the Search field at the top of page, it does not search against the Vendor List. Is there a reason why this is the case?

    The Reference ID in a Notes report sometimes includes the vendor ID and we are unable to search for that ID either in the Global Search field or in the Vendor search field.

    2 votes

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  17. Multifund Statement voucher

    It would be great to be able to add multiple funds to a statement voucher. We will charge the fee for returned checks to the fund the check was donated to. Then we ask the donor to pay the fee if they are sending a new check for their donation.

    4 votes

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  18. change primary on a voucher

    When creating a voucher, you are able to choose "Other" under Address. It would be great if there were fields to input a new "Attention" line person.

    3 votes

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  19. Voucher: Add Hold status

    Can you put a "HOLD" functionality of an Accounts Payable voucher?

    Thank you,

    3 votes

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  20. Add vendor account number to voucher memo

    It would be nice to have the account number added to the vendor profile to automatically fill in the check memo line in vouchers with the ability to change it if needed.

    2 votes

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