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1281 results found

  1. Scholarship Fund History - Sorted from Newest to Oldest

    While grant history has been successfully changed to sort Newest to Oldest, history of Scholarship Payments (when accessed through the history of the Fund) are sorted from Oldest to Newest. It would be so much more handy if the most recent paymets were displayed first.

    5 votes

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  2. Donation Notes - viewable in donation history

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    43 votes

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    Planned  ·  7 comments  ·  Notes/Tasks  ·  Admin →
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  3. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    113 votes

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  4. Opportunity Beneficiaries

    We are thrilled to see the new option added in the 8/3/22 upgrade that allows you to link a beneficiary profile to an opportunity. This is ideal for tracking and reporting on future gifts, particularly legacies/promises. It would be helpful if it were possible to add multiple beneficiaries to a single promise, as we have donors who intend to give a single gift that will benefit multiple of our organization partners.

    4 votes

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  5. 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.

    4 votes

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  6. Sort order for statement accounts

    It would be helpful if we could employ a "sort order" like you have in other areas of the system, specifically for Statement Accounts.

    For example, using Statement Accounts we have always been able to force our "Gifts" to show up at the top of the income section on our fund statements, and we were able to show "Grants" at the top of our expenditures section.

    With the recent fund statement changes, it seems you eliminated the easy option to force these Statement Accounts to "float to the top" by adding a leading space to the beginning of their name.…

    10 votes

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  7. 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 votes

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  8. cash payments

    Occasionally we will get cash to deposit to a fund from an event. I just sat in chat, after botching up entering/deleting this money and finding no way to make a cash payment entry, and after several frustrating minutes of the rep not even understanding what I was asking, was told to enter the cash as a check, and put cash in the check number space. Really?!? How about giving us a cash button to choose or rename the check field to be check/cash? I'm more frustrated from the inane chat I suppose, just needed a reminder, but you don't…

    5 votes

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    1 comment  ·  Admin →
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  9. Fund Advisor Portal: Profile Information Location Flexibility

    The profile information link in the fund advisor portal is now located in the top left of the screen. We'd like to make it a tab, like the other sections, or have it on the top right of the screen. Location at the top right seems to align better with here people look for "My Account" or other similar profile information on other websites.

    3 votes

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  10. 3 votes

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  11. Nonprofit Directory: Keyword search for donors + more elegant appearance

    We want the Nonprofit Directory to be an engaging tool to educate donors on our nonprofit partners and quickly connect them with an easy way to donate to them.

    DONOR EXPERIENCE
    * Allow donors to search by keyword to find non-profits

    • More elegant look/feel than the simple link. An idea would be an experience more like the Grant catalog with ability to have a picture, overview of the non-profit, contact details including phone & email address.

    • Donate button that takes them right to that NP's grant catalog page.

    ADMIN EXPERIENCE
    * Ease of updating the page, perhaps even ability for…

    4 votes

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    0 comments  ·  Nonprofit  ·  Admin →
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  12. Include notes field in grant reports

    In preparing annual reports, news releases, or other communications collateral about our grants, it would be great if the notes field, where we store the summary of what we are funding, could be a filter on the reports. The description field is merely what's on the check stub and for our records; the notes field contains what the organization will do. If there is no way to export this, we're adding hours, at least a full day, in which someone will have to compile that information and make it useful for our one-person communications team - or that one person…

    6 votes

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    3 comments  ·  Notes/Tasks  ·  Admin →
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  13. Donations: change fund

    Change fund on donation

    I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

    55 votes

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  14. Grant coding for expenditure responsibility grants - more coding options please!!

    Please provide more grant coding options - sub codes are fine, we just need to track multiple things at once so sub codes would be ideal. One of the main items that we need to track are grants made with expenditure responsibility. Thank you!

    5 votes

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  15. Add Donor Email to Donation ID When Creating a New Donation

    We are trying to create a process for emailing tax receipts. However, the biggest hurdle is that we do not know if an email address is available for each donor. When we create donations we don't know if donors have an email address or not, which in-turn doesn't allow us to choose the appropriate template to use. Is there a way to add an area within the 'create donation' section that shows an email is provided in the profile. Maybe have it listed under the address area. Example attached.

    3 votes

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  16. CRA and provincial Societies

    As of January 1, 2023, CRA will be allowing non-profit organizations to apply for grants that are normally only for charities. This would be a change to both CommunitySuite and GLM as the AJAH check only checks for charity numbers and we will need to also be able to use Society numbers. Can this be modified to check either?

    2 votes

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  17. Batch update "Do not email"

    We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.

    26 votes

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    1 comment  ·  Admin →
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  18. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    52 votes

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  19. Grant wish list for Fund Advisors

    It would be great if a Fund Advisor had a "wish list" part of the Fund Advisor portal where they could record organizations they may want to make a grant to in the future.

    4 votes

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  20. Add donation advisor field as an option in donation custom reports

    I understand that there is an advised donation report, but would love to be able to pull the field "donation advisor" into my custom donation reports rather than run two reports and cobble them together.

    10 votes

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    1 comment  ·  Reports  ·  Admin →
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