CommunitySuite Idea Lab

  1. Detailed general ledger report

    It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.

    This report would make it easier to review data.

    64 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. The order of statement voucher items

    When entering statement vouchers it would be great if the items were sorted in order of g/l account number upon posting, so when you use the copy (from previous), the line items were in the same order every time. This would make data entry much faster. Currently, no matter what order I enter them in, when I post, the order changes. Thank you!

    4 votes

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  3. interfund grants

    Please add a tally of Interfund Grants on a Fund Advisor's home page. As it stands now, they have now way of knowing that the difference between "total Granted" and "funds avialable" is because of these internal grants. In our case, most of the the interfund grants are to special purpose funds for communitiy initiatives, not to other DAFs. To a Fund Advisor, these interfund grants are the same as external grants when they think about what they have supported, and thus should be displayed on the home page.

    3 votes

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  4. Improve GuideStar Data coming from Donor Portal

    When a donor uses the GuideStar feature to reccomend a grant through the Donor Portal it does not populate the information that would be useful to create a new grantee in the system. We have to create a new grantee, then change the grantee, for our workflow with GLM. If you could easily see the EIN, Address and Organization Name in the "Request" bucket that would ensure we have the correct grantee.

    5 votes

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  5. Beneficiary Report that Includes Other Foundation Funds

    Under Reports --> Fund Beneficiaries:

    Users can run a report to see all the Foundation funds that have beneficiaries linked and the percentage amount set for said beneficiary. Wonderful!

    However, the report only shows external grantees. The report does not show other Foundation funds that are set-up as beneficiaries which would receive an internal grant when distribution is approved.

    Can we please add other Foundation funds to show with the external grantees to show under the Name tab in the Beneficiaries Reports?

    13 votes

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  6. Add FromFund to Donation Report

    Add the FromFund field to custom donation report options.

    9 votes

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  7. Tributes

    Tributes
    The ability to search existing profiles when submitting a name in the box: "Whom to Notify". Currently, when we type a name here, it generates a new profile, even if the individual is already in our system.

    49 votes

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  8. Tax Receipt Templates - First name field for salutation

    The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.

    8 votes

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  9. Attach pledges to Campaigns

    We have an endowment campaign that is accepting pledges. We would like a way to attach the campaign to the pledge when we enter the pledge in Community Suite.

    3 votes

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  10. Please add Journal Entry approval date in custom reports

    We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

    6 votes

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  11. Add "who" when generating a new note

    Add the "who" field when generating a note. Have it auto fill with the person entering the note, but give option to change to another person if need be. Right now to change this information, you have to edit the note, click to edit and then change.

    6 votes

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  12. Set Grant Type & Letter Template in Batch or Default Grant Type Based on Fund

    When processing grants in the New Bucket, I need to run Charity Check, set the grant type, set the letter template, and post & get approval. It appears that I can run Charity Check and Post in batch, but I still have to open each grant to set the grant type and grant letter. If these could be done in batch or even default based on the fund, the process would be much more efficient.

    4 votes

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  13. Saving A Custom Report - Default

    Custom Report - Saving

    2 votes

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  14. fund advisor portal grant notification-advisor specific

    Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.

    17 votes

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  15. More Donation Info For Fund Advisors

    Our fund advisors would like to be able to see the In Memory of/In Honor of fields as well as the Recognition field of a donation. I would hope this would be an easy add to the fund advisor permissions.

    3 votes

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  16. Opportunity Pop Up Notification

    It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.

    4 votes

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  17. Household profile Anniversary

    It would be great if on a Household Profile we could have an Anniversary Field instead of Birthday.

    19 votes

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  18. Org relationship/role listing - filter active to the top

    On an organizational profile where it lists relationships and roles to the organizations, it would be helpful if the active relationships could filter to the top. When the list gets long, it's hard to quickly see who is active and who is inactive.

    5 votes

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  19. Deactivate a tribute

    It would be great if we could mark a tribute as inactive so that it does not get used going forward; but that it's searchable in history and can live on the donation.

    3 votes

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  20. deposit slip to more then 18 items

    Would like to be able to print a deposit slip that has more then 18 items which right now we can't. Maybe the additional items can print on another page?

    6 votes

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