1127 results found
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Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
general ledger - Post all unposted at one time after be able to review
To be able to post all unposted journal entries at one time rather than to post individually
7 votes -
Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 votes -
Adding totals to the bank reconciliation
We have quite a few internal controls at our Foundation. One of them involves the matching of debit and credit numbers between the bank reconciliation and the bank statement. Because we are a one person finance department, Someone checks some of the work I do such as reconciliation of bank and investment accounts. The bank reconciliation has no totals on anything to reconcile back to the bank statement. We are used to having deposit/credit amounts, checks/debit amounts, interest, and fees summarized at the very least. Looking at the reconciliation from CSuite – if a debit total and credit total could…
21 votes -
grant bulk approval
When we approve more than one grant in a bulk manner, all of the grants create vouchers. Since we frequently pay the grants over more than one payment, I have to go in and manually unpost the vouchers. It would be great if there was a question when you did bulk approval to ask if the system should post payment vouchers or not.
5 votes -
Letter Templates - add Check # and Check date options
It would be great to automate the thank you letters a little more by being able to add the donor's check number and date into the letters letters
7 votes -
bulk mark grants complete
I like the idea that we can mark grants complete. It would be great if that screen was more user friendly and let you mark in bulk instead of one a time.
8 votes -
donations that are not eligible for tax receipt
We often receive gifts from other charities where we want to count the income as a GIFT, but the amount is not eligible for a tax receipt under Canadian Law. Currently the only way to manage in CSuite is to generate a tax receipt number for the transaction, and then simply not issue the receipt. This creates reconciliation issues for tax receipt numbers, which must be sequential and accounted for for Canada Revenue Agency requirements. It would be much better if we could select a "do not receipt" or "no tax receipt" option when donation is input which would suppress…
6 votes -
Fund Statements
The equity in most of our funds include contibuted capital, spendable and some reserves. Current Fund Statements report only the total Fund balance and the spendable amount. We need to report the capital and reserves separately. The addition of more flexibility in terms of statement views for Fund Statements would allow us to disclose more equity categories than just spendable.
6 votes -
custom message
Would like the Custom Message to show up in the CSV export of the Donations report. That way it could be added to thank you letters using Word Mailmerge
5 votes -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
Statement Intervals
Has any thought been given to having "Semi Annual" as an option for statement intervals? Currently the options are Monthly, Quarterly and Yearly.
20 votes -
Online giving
put the search box for giving to a fund at the top instead of the bottom
8 votes -
Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Journal Entries - Multiple Funds
It would be ideal to be able to create a journal entry that affects more than one fund at a time (versus, having to enter one fund, post, go back out, create the next part, post, etc.)
13 votes -
Track how many grants and grant amount requested by each donor advisors to a fund
We have a donor advised fund with 7 advisors This is a fund set up by a family with young adult children to teach them about philanthropy.
The format of this fund is that each adult child can request up to three grants per year with a granting limit of $2,500 per calendar year. Is this something that can be tracked on the advisor level? Is there some reporting that can be set up?
4 votes -
Non-Gift Transactions for donations
Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.
19 votes -
Omit closed funds from global (top left corner) searchbar
No reason to see them in the search drop downs
7 votes -
Scholarship Fund Balance
Since we book the full amount of the scholarship up front it would be very helpful to have that reflected in the balance. It is confusing for the donors when they see their available balance but it is not accurate due to the booked scholarships.
6 votes -
Allow manual entry of City State in address field for profiles
in cases where the zipcode produces the wrong city/state
8 votes
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