CommunitySuite Idea Lab
17 results found
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Fund statements
Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.
120 votes -
New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
16 votes -
Email Fund Statements Status
After sending email Fund Statements it would be beneficial to see within the batches if the "Sent" job was successful. The only way to see if an email statement was delivered is to view the email history within a Fund Advisors Individual profile.
10 votes -
Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
1 vote -
Select Sender Email Address when sending fund statements
As a contract accountant my email address is being used when sending fund statements. My email address should not be donor facing. I would like the option to select which email address to use when running fund statements, so that the reply email address goes to the Community Foundation contact and not myself.
3 votes -
Manipulation of Fields in Fund Statements
It seems like we are limited to the fields given in the Fund Statement - All Fields List. Let's create a way to manipulate field codes to give us unique data.
For Example, if I want to take the funds {{beginningbalance}} and subtract {{donationstotal}} to make a new data field.
2 votes -
account name in sections of fund statements
It would be very helpful for our fiscal projects if we could include account name/number in all sections of fund statements. It is currently an option in some, like admin fees, assets, etc. but not available for invoices or vouchers. Our funds need this feature along with the ability to see vendor/customer name to reconcile that items were coded properly.
1 vote -
grant advisor on fund statement
Please add the Grant Advisor field as an option on Fund Statements. Some funds have multiple individuals with permission to request grants (e.g. a Family Fund with adult children). When viewing a fund statement, it would be helpful in the Grants section to be able to identify which fund advisor advised the grant.
3 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
12 votes -
Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements
It would be helpful if year-end/Q4 statements had a field to show the new spendable balance for the following year, along with the existing field showing the remainder of the spendable balance as of the statement end date.
Example, Q4 statement could show spendable balance as $100 remaining at December 31, 2022, and new spendable balance calculation of $2,000 for 2023 as of January 1.
16 votes -
Fund Statements: default fund stmt template
Make it easier to change the default fund statement format, like make it doable on the Fund Statement format page rather than selecting the default format edit it, save it and then go edit another format to make it the default.
Another option would be that if a default is not selected that when you create fund statements, you could select which format you would like to use.1 vote -
Internal Description Line - Fund Statement Module
We would find it very helpful if there were an internal description line for fund statement batches. We use the external/donor facing line for the date/date range of the statement. As we create statements by fund group in order to provide development and donor services with their specific fund statements, all groups simply say 'July 1, 202X-09/30/20XX'. We have to select each individual batch in order to find historic information when needed. A 'Batch' level internal description would be most appreciated to assist us in saving time. Attached a screen shot of our fund statement area where there is no…
2 votes -
Fund Statement Sort
I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.
Ideally - regardless of Publish date:
CY2023
Q4
Dec
Nov
Oct
Q3
Sept
Aug
July
Q2
June
May
Apr
Q1
Mar…1 vote -
Add Fund Steward as a field for Fund Statement Templates
We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.
15 votes -
Fund Statement Template Fields: add all account types
It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.
31 votes -
Fund statements - sort by fund advisor or fund
Give foundations the option for fund statements to sort by either fund advisor or fund.
29 votes -
fund statement Advisor Name
On fund statement templates, be able to pull the fund advisor name and company in a normal usage AND SALUTATION.
For example templates currently pull info like this:Doe, John
123 Main Street
Anytown, OH 43003Dear Doe, John:
(no company, backwards name, and no salutaion)It would be reasonable to expect:
John Doe
The Doe Company
123 Main Street
Anytown, OH 43003Dear John:
I have been able to get the name in correct order by putting it in the mailing label but it doesn't pull the company name unless I put it in the address section, which of…
30 votes
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