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  1. Household yearly tax receipt

    We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.

    61 votes

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  2. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    39 votes

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  3. New Donation Buckets - Receipt only after posted

    We like the new donation buckets. However, we realized today that unposted donations are appearing in the "Receipt" bucket. This is problematic as we may still be reviewing entered donations and another staff member sees things in the Receipt bucket thinking they need to process receipts when in reality the donations have not even been posted yet. Donations should MOVE to the receipt bucket just as they do to the POSTED bucket.

    16 votes

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  4. Invoice Receipts

    Recently we held an event in which various organizations sponsored; a few requested they be issued an invoice before payment for their sponsorship could be processed. CSuite has the ability to create invoices and add payments but does not offer the ability to produce a receipt.

    It would be useful if once payment has been processed on an invoice, we had the option to produce a "Confirmation Receipt" to indicate payment has been received in full.

    7 votes

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  5. Recurring donation description on tax receipt

    We recently launched CSuite and noticed that when donors create a recurring donation online, neither the email they receive nor the tax receipt are customizable in a way to indicate that the donation is recurring. I think a simple solution to this would be to update the "description" field to say "recurring online donation" instead of just "online donation" when donors select recurring. If it's possible to also include the end date (if the donor specified an end date), that would be great too!

    We will likely still choose to follow-up with new recurring donors, but we received a lot…

    18 votes

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  6. Login for Donors, without a fund.

    Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.

    6 votes

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  7. Stock Proceeds and Year End Tax Receipt

    We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.

    3 votes

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  8. Event Ticket Receipt - Guest Information Fields

    Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.

    4 votes

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  9. Customize Envelope Template

    The ability to be able to customize the envelope template would be extremely helpful. Currently, I have to run envelopes through twice to print our logo and mailing address and then again to print the recipients address on them. The ability to customize the envelope template would not only save time, but printing costs as well.
    Thanks!

    57 votes

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  10. Restore the "Tax Receipt/Bulk Process 'Mark As Sent'" Action

    The new donation bucket system does not seem to have an efficient and accurate way to mark tax receipts as sent. Instead of being able to click on "sent" for individual gifts, it looks like we have to click on those gifts that were sent and "mark as sent" as one of the options of the drop down menu that also includes "print" or "email" tax receipts. The problem I encountered was that I clicked on tax receipts that had been sent - but Csuite marked the ones that were NOT checked, and since we cannot reverse the 'Mark As…

    4 votes

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  11. fund name

    Allow for fund statements and tax receipts to display the fund public name as opposed to the fund name in the system.

    8 votes

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  12. Preview option on send tax receipts option page

    Would be great to have. I'm ocd about anything I send out being correct.

    2 votes

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  13. It would be nice if in the student award granting letter that the student name show first then last name

    When pulling the student award letter, it would be better to pull the students first then the last name - not last then first, does not make sense to do that...

    2 votes

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  14. student scholarship letter

    We would like to see a template created for student scholarship notification letters and then the option on the right of the scholarship screen to print the letter. We currently create all letters manually and then have to enter in CSuite. This would automate that process for us. We could also customize letters by granting fund.

    5 votes

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  15. Template Field Request: scholarship check number

    Please add check number field to Scholarship Payment reports. Right now we can add the CSuite Check Id, but not the check number. I'd like to include the check number in my merged letters to schools.

    2 votes

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  16. event ticket receipt

    It'd be helpful for an event ticket receipt field to pull a salutation or the prefix + first name.

    3 votes

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  17. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    38 votes

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  18. Provide an option for individualized Donor Receipts

    We have a community member who set up a donation through "amazon smile" to come to us on a monthly basis. We do not need to issue a tax receipt, but would like the option to set up a custom tax receipt letter as more of a thank you to the community member who set this up anytime a donation comes in. To do this we have to remember each time this particular donation is made to select the tax receipt (thank you) template. I would like to see a way that I could set up a specific tax receipt…

    4 votes

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  19. Ability to turn off automatic tax receipt on a per-donor basis

    Hello,

    We are facing a new situation and have devised some workaround, but we would like to request a bit more flexibility within CSuite to handle this.

    The short of this request is to give us a little more control over the “auto tax receipt” which currently “sends an automatic email receipt to your online and recurring donors.” We would like the ability to turn this automated email receipt OFF on a per-donor basis. Overall, it is great to be automated, but we have come across a situation where it isn’t.

    We have a generous donor who setup a recurring…

    11 votes

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  20. Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"

    Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.

    9 votes

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