192 results found
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email grant letters
Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.
Thanks!
31 votes -
REMOVE CHANGES on user interface made 05/04/2022 to colors, fonts, overall page look and feel. This change worsens readability
Please reverse changes on screen. The highlighted red is gone..which we used as prompts for next steps. WE will be calling/chatting with support just to write grant checks needing to go out today. VERY Frustrating as a new user. PLEASE change back
1 vote -
Filter grants from Fund Profile in Grant Reports
it would be great when on a fund profile and pulling a grant report from the left-hand grant menu that grants could be filtered for grant description and grantee. When a fund has a long list of grantees it is a manual process right now. And/or being able to adjust the column view (to go by grantee and/or date) would be great too!
1 vote -
Coding options for gifts - in addition to type of grant e.g. environment, need sub code for unrestricted, etc.
Please provide us with more coding options for gifts received - this could be via subcode. We would like to be able to report on gift designations including unrestricted. We also need an additional code, on if we need to send a grant report and the date it might be due from a particular gift. Thank you!
1 voteCustom Fields is a great way to capture addition fields and you can make them required.
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Better aging reports for AP
It would be helpful if we had more robust options for the aging report in AP. When you do the historical AP, you lose the dates (although they're listed for the grants payable). I'd love to see those dates.
21 votesEnhancements to Payables were released on 11/2. Here is the release note:
Accounts Payable: Updated the Accounts Payable list to include an aging schedule for Accounts, Grants and Scholarships Payable based on the date of the Voucher, Grant or Scholarship. Enhanced the Historical AP left menu option which populates a report that will “age” the payable by year based on the payment line detail for the grant or scholarship record. This report is commonly requested at year end as audit prep begins. The Grant or Scholarship ID has been added along with the award date. Columns have been added that reflect the payment line detail by year.
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Copy Daf Grants (and others) and then change as needed
COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…
4 votesThere is a current option in the left side menu of a grant record that allows a User to copy a grant record. Once copy is selected, the new grant can be edited to reflect any changes.
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More Fields to set for Designated Fund Beneficiaries
I would like to be able to set Grant Type, Service Area, and Grant letter template when setting up the beneficiary, so they don't have to be edited every year, since they are likely the same every year.
32 votes -
Grant Advisor Field
Grant Advisor Field should be part of the initial grant creation process.
1 voteThe grant advisor can be set when creating the grant once the fund has been assigned.
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990 Report Grant Purpose
For the grant purpose, the IRS directions say "Don't use general terms, such as charitable, educational, religious, or scientific." Is it at all possible to have the 990 report pull the "Description" field instead of the Grant Types that are very general?
We typically have to report every single grant to an organization that we give more than $5,000 to because of the specific restrictions/designations on each gift. We would not be able to group them all under one general description which I believe is what the new update on the report would do.
990 Schedule I general instructions for…
3 votesClients can use the details from the left hand menu to see the detail of the description fields.
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Sorting tax receipts by fund group/division for bulk processing
Currently, while we can have different templates available for each fund group/division, we cannot separate/sort the generated tax receipts by any functional method aside from Donation ID#.
The checkboxes that allow us to choose the receipts we want to process means we have to maintain separate lists of the donation ID#s for each division/group - and check them one by one by one by one by one ... which, when we're dealing with multiple divisions/fund groups/affiliates, makes it incredibly tedious and much LESS efficient than moving tax receipt processing and merging outside of CSuite. (I think this is also the…
4 votesYou can now use filters to accomplish sorting by fund groups, subgroups, etc..then load the filters each time.
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Filter out internal grants in
Please add the ability to filter out Internal Grants when running a Check custom report. Thank you!
4 votesYou can select this as a filter
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ACH Vendor batch Email
I have been paste and copying the Check Id detail attachment content and emailing vendors from CSuite. I though they woul want to be alerted about the ACH payments they can expect . It would be nice to be able to do that from the check batch . A similar process to how we can email grant and scholarship recipents letters .
9 votes -
multiple fund advisors grant request
Could there be a function when creating a grant request from a donor advised fund or an endowment distribution where more than one fund advisor must create or approve the request.
4 votes -
recurring grant log
Most records in Csuite have a log which is awesome, however recurring grants do not (yet). Please add a log to recurring grants so we can see internally who created or updated those records. Thanks!
16 votes -
View Recurring Grants from Fund
Add the ability to view recurring grants from the individual fund page.
68 votes03/13/2023: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
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trial balance
Save settings for trial balance reports such as filters and show/hide subaccounts, ex subfund ect.
these reports are helpful to balance gift, grant and pledge detail in general ledger to outer modules but it is a pain to have to recreate them each time
4 votesYou can add filters and save them. Then load them each time you want to run them
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Enter grant info in bulk or by batch
Currently having to enter the same information individually for each grant is very tedious. Please make it possible to select a group of grants in a bucket, like 'request' or 'new' and allow certain bulk actions, such as changing the grant date and payment date and service area (until you associate service area with a profile).
8 votes -
View Grantee Address While Creating the Grant
It would be great to be able to view and change/select the mailing address of the Grantee from the Grant ID view. Several grantees have multiple offices/branches/P.O. Boxes and this would help eliminate some of those issues. Adding a drop down of current Grantee addresses below where you select the Grantee would be a huge help.
This will also allow our approvers to see that the grant will get mailed to the correct address, versus a different branch or outdated one, before they're being printed on checks and letters.
24 votes7/3/2024: When creating a grant in CSuite the grantee search will now contain profile address.
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adding historical grant information to organization
We have a cumulative list of grants for our foundations that date back to 1979. It would be nice to be able to add that information to an organizations profile so all of our grant information is in one place.
2 votes -
Updating GLM grants in Csuite
It would be helpful if grants that have been synced from GLM can still be edited after they are created in Csuite. For example, if the Fund needs changing or certain details need updates, the grant has to be backed up in the system until it is in the GLM bucket again before some details can be edited.
4 votes
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