1461 results found
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Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
6 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
103 votes -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote -
System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub
Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow…
2 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
4 votes -
Thermometer Color
Please make it possible to change the color of the Thermometers on the Grant catalog, which currently default to green.
3 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
4 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
7 votes -
Detail Trial Balance - Add to Left Menu
Add Detail Trial Balance to the list of reports on the left menu when in a fund record. Right now, if we go into a fund record we have to select Trial Balance, then the date, then go back to reports and select Detail Trial Balance and then adjust the date range.
18 votes -
Add Option to Copy Opportunities
Add option to copy an Opportunity so the stages are retained in the new Opportunity and can be updated from there.
5 votes -
Journal Entry approval
When approving vouchers, grants, etc., the system takes you to the next entry in line after clicking approve. Can this happen with Journal Entries as well? Right now, you have to approve the journal entry, then back out a few clicks to the original screen to view the next one.
1 vote -
aallieri@cfpbmc.org
option on custom reports to have a column on each record that only shows the profile types that were requested in the filter. For example, if filter equal Board Member and Legacy Member, show each record with only the profile type(s) that met the criteria for that profile not all profile types on the profile.
5 votes -
Allow Word Version of Pledge / Promise Payment Letter
Reposting this idea from 2020 that was archived in 2025. We need the option to generate the promise letter in Word so that we can make some slight adjustments. It is not clear why these letters are only available as PDF versions.
Original Request from 2020:
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.1 vote -
Bring back the old support
Please bring back the Old Support click. The new Search Help Articles are not as easy to find the information you are looking for. By clicking an article and browsing through the 5x7 area is ridiculous. Why would you make a support site so small and not user friendly?? I don't understand the changes CS is making. I really hope this goes back to the old way.
4 votes -
Relative Prior: Last 4 weeks
We have a monthly board meeting, would love to make a report showing employee activity since the last board meeting but the closest options are "Last Month" (which would show events before the last board meeting) and "Current Month" (which would be missing events since the last board meeting).
If there was a "Last 4 weeks" like the current "Last 2 weeks", that would be perfect
2 votes -
Custom Log Report: Link to follow ref
It's great to be able to run a report based on employee activity but the logs in some cases are extremely vague (like "voucher - Unposted") and I can't even click on refId to view the entity and see more details. Please make refId clickable
2 votes -
Scholarships - Block Applicants from creating a duplicate application
There should be a feature added in SLM to prevent applicants from creating a duplicate application instead of just a warning. A duplicate universal application leads to quite a mess when it is submitted as it then creates duplicate individual opportunity applications as well. It is not only confusing for the scholarship agency, but even more so the applicant as it clutters their dashboard.
11 votes -
Positive Pay Bucket
I would like to have a positive pay "bucket" or similar functionality that allows me to keep track of which checks have been downloaded in a positive pay export, and which ones are ready to download. We try hard to keep up with the work flow to include positive pay, but a few workflow situations have caused bank exceptions that could be easily solved if there was a quick place in csuite to view the checks ready to submit for positive pay. Thanks!
2 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
13 votes -
Select Multiple Column Options in Financial Reporting
Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.
Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.
19 votes
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