47 results found
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Add Fund Beneficiary Description to the Check Templates
It would be very helpful if the fund beneficiary description was added as a field in the check templates.
We have an annual COE event where we present distribution checks to each organization with endowment funds. We want to use the grant letter on the check template and we need the fund beneficiary description to be available as a template field. Without that field being available we can only rely on using a custom field, and even with that we have to find a way to associate those descriptions to the grants we create.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Preview option on send tax receipts option page
Would be great to have. I'm ocd about anything I send out being correct.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Indication of non-receipted gifts being acknowledged
Currently there does not seem to be a way to mark a donation record saying that an acknowledgement letter was sent to a donor that is not eligible for a serial numbered tax receipt.
The record currently shows that no Serial Number was issued, however, we still acknowledge these gifts and it would be incredibly helpful to have a box saying 'Acknowledgement Sent?' Yes/No.
Currently our staff have to hunt through their inboxes to find these records when an ineligible donor requests a copy of their acknowledgement letter. They only have the donation date to go by in their search.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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email tax receipts to multiple recipients
Be able to add multiple emails to a profile that receive the receipt. For example on a household both spouses receive the receipt. Or if they have a financial advisor that would also like to receive the tax receipt it will auto send to them as well when we bulk send receipts.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tax receipt email ISSUES
Couple things -
If I go to the donation and queue up the tax recpt/thank you to go out via the system in an email, then send it. The field for tax recpt does not change from "not sent". But hey, I sent it, and the software did it, so why doesn't it change??
Also, when will you change that tag from No to the much more helpful and logical SENT???
Also, would it be possible to have more than one option for the email that goes out with a tax recpt attached? We have various funds or situations that…
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Make Donation Tax Receipt Template field available in Donation Custom Reports
As a cross check for reporting on unposted donations, having this field available would make things much easier for those who are auditing the entries.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donor address for CPA
We have a number of donors who would like their gift acknowledgments mailed to an office instead of to them personally. We do not want to overwrite their personal address as the default address to accomplish this because we still need to correspond with them directly on other matters. Could there be an option to select a second or different address/profile when choosing the tax receipt options as gifts are being entered.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Deductible Amount Merge Field
There are merge fields for nondeductible amount and the nondeductible and deductible amounts combined. Could there be a merge field that's JUST the deductible amount? We often use that field in some of our tax receipts.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Have Total Deductible & Non-Deductible amount available as a custom report field
Trying to create a custom report that has both total amount contributed, broken out by tax deductible and non-deductible. This field is available in our tax receipt, but I can't pull it into a custom report. I've been advised to pull a donation report and an invoice report...which is a pain.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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email tax receipt
When you select 'email tax receipt', in a bulk process it would be nice if the donations with an email would be sent and the donations that do not have an email address would sit out there as not sent. Then we could print those and send them.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Salutation Field in Donor Report
Add Salutation Field to Reports/Donors report. We pull this report to merge with our annual Valentine's card to our previous year donors to give them the final annual total to help with their taxes. (Don't worry, it's not an official tax receipt like the letter we sent during the year.)
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Email tax receipts templates
The option to email tax receipts directly from a donation does not provide a customization option that you can save, you have to edit the text that will be in the subject and body of the email each time. This is very time consuming if you are sending out multiple receipts and want a more personalized email to accompany the tax receipt.
12 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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merge fields continuity
Could you change the merge fields to have more continuity between templates?
For example, to merge the Fund Name on a Tax Receipt, we have to type {{FundName}} whereas to merge the Fund Name on a Tribute Letter, we plug in {{FunitName}}.
Also, in the tribute letter, we have to include the {{#foreach memorial}} & {{/foreach memorial}} to call that template. Then we also have to include the {{#foreach donation}} & {{/foreach donation}} expressions around the certain merge fields for those to work properly.
It would be easier if there were standard merge fields that worked in all…
8 votes -
Option to reverse a tax receipt
Currently once a tax receipt is marked as sent there is no option to mark as unsent, if you accidently click sent then it does not allow you to include that donation in the bulk process. Instead of using the bulk process you must go into the individual donation and populate an individual tax receipt, this is time consuming and can cause missing a tax receipt.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Code Donors for not receiving Tax Receipts
Be able to code donors who do not want to receive tax receipts. There's currently no way to code a donor profile to not receive tax receipts.
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Mailing Labels in word
Mailing labels in Word format - not PDF - it would be great to able to edit mailing labels should the need arise, but also to change the position on the sheet to better utilize the leftover labels. With the PDF you are "stuck" with a starting at the top (yes you can rotate the sheet if an option) but you can not adjust for printer variances for alignment, etc. It is a pain to have to recreate it in a Word document when other functions (receipts) can be export directly into Word.
9 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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mailing labels for printed tax receipts
cSuite really needs the functionality to print mailing labels that correspond to Printed Yearly tax receipt jobs. Currently, there is no such functionality and you have to go and manually recreate a spreadsheet that matches the receipt job PDF of hundreds of receipts....
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Invoices
It would be wonderful if we had the capability to change terms on invoices. The default is set to Upon Receipt. Our terms are always Net 30.
1 vote
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