847 results found
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Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…
12 votes -
Recurring donation record with ACH as a Payment option
Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.
29 votesMoving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
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Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
32 votesUnder Consideration · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded -
donation page search
At the top of the donation portal page, it would be helpful to have a dropdown box listing the fund beneficiaries so donors can view only those funds linked to the entity they wish to support.
2 votesPlan to release to Sandbox in February, 2024.
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Fields available for Bulk Update/Import/Delete on Records
It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)
Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.
14 votes -
Bulk Update Address - Do Not Mail
I would be really helpful if we had the option to set "Do Not Mail" in bulk address updates. This has come up several times now.
22 votes -
internal grant upload
Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.
47 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
14 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
16 votes -
Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab
In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.
Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.
11 votes -
Bulk update grant approver
It would be ideal to be able to bulk update grant approvers, such as in the case where all of one user's funds are moved to another user for approval.
15 votes -
Admin Fee Report
When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.
21 votes -
Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
18 votes -
Scholarship Letters - Fields Available
We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…
11 votes -
Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
13 votes -
Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
13 votes -
Grant Description Required in Donor Portal
It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.
40 votes -
Reclassify Grant Distribution Requests from Fund Advisors
Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.
1 vote -
The ability to inactivate a scholarship to remove it from the scholarship list.
If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.
18 votes -
financial reports columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
5 votes
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