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  1. Fund Advisor Portal: Ability to sort the Fund Statements

    Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.

    72 votes

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    Under Consideration  ·  1 comment  ·  Fund Statements  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Fund Statement processing - (want counts back on main screen) and need ability to choose two criteria when selecting funds

    We had used the counts to verify that we were getting the number of statements needed, now you can't see this until you are done with everything and have to open each batch to see counts. Not effective when you have another person doing the approvals.

    We have multiple investment portfolios and with the change to fund statement processing it has been changed to one criteria selection. We like to keep the portfolio's separate to check that the investment return is posting accurately. Previously, when generating a batch of statements it would just notify you that some had already been…

    14 votes

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    1 comment  ·  Fund Statements  ·  Flag idea as inappropriate…  ·  Admin →

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  3. fund statements

    We recently migrated to CSuite and ran our first quarterly fund statements. We discovered that fund statements for any new funds we set up after the first day in that quarter did not auto-generate. Foundant confirmed that fact. So, if we set up a new fund on Apr 15 and ran fund statements for the Apr-Jun quarter, it did not auto-generate a statement. We had to identify those new funds and manually generate individual fund statements. Can this be corrected?

    2 votes

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  4. fund statements

    It would be nice to be able to Attach File or Add Note to a Fund Statement Group

    3 votes

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  5. The Ability to Separate Detail Activity for a Fund Statement

    I would like to the ability to pull specific information from Detail Activity for Fund Statements. Example: Detail Activity will pull the specific Dividend Income, Realized Gain/Loss, Unrealized Gain/Loss, Grant Expense, Grant Expense - Interfund, Investment Management Fees, Administrative Fees and Credit Card Fee information. The only section that would be needed is the Credit Card Fees.

    1 vote

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  6. Fund Statements

    Enable the option to suppress statement vouchers from being listed in the detail voucher section. For Foundations, this will be helpful for those funds that have their own investment strategy and are not held within an investment pool

    3 votes

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  7. Distributions on Fund Statement Format

    It would be so helpful if distributions could be sorted by date on the statements instead of amount or name
    It makes the summary of the statement confusing when everything else can be sorted by date

    3 votes

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  8. Message/warning needed if grant recommendation is stuck at review stage.

    In the Fund Advisor Portal, if there is a setting that prevents a grant recommendation from being permissible (for example, if a Foundation's settings say a grant must be at least $100 and a Fund Advisor is trying to make a grant for $75) then the system just loops back every time the Advisor hits the review button and doesn't let them continue. It's good that it blocks an ineligible request. But, is there a way that the system can also give the Advisor a warning that clues them in to why it's not letting them review and submit their…

    1 vote

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  9. 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 43003

    Dear 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 43003

    Dear 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…

    25 votes

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