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892 results found
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Fund Advisors Field for Grants
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want to be credited as such.
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want…
2 votesThere is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
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Include fund names for open pledges on donation page
When listing open pledges at the top of the Donation page, the Fund Name should be included with the other information. This would be especially helpful if a donor has more than one open pledge and/or if a donor is making a gift to a fund other than the one(s) they have open pledges for.
4 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
9 votes -
Giving Hub Campaign - Add Location to Top of Event Under Start Time
On the individual campaign event page (event?eventdateid=xxxx), you show the event name, date and start time. Then there is a rather large blank space before you see the campaign details. Is there a way to move up the Location information -- maybe just the street address -- to that blank space?
Or is there any way to compress that space if there is no image added for the event?
1 vote -
Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
3 votes -
Fund Advisor: Make Password visible
When fund advisors reset their portal password, please add the option for them to make the passwords visible. Requested directly from donors.
54 votes -
Gift Adjustments: Requires Unreconciliation
Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.
20 votes -
Set both a default email tax receipt and print tax receipt templates by fund
It would be helpful to be able to set both a default email tax receipt and print tax receipt templates by fund. Currently you can only set one default per fund but we want to include an image of a signature for an emailed tax receipt but want to sign printed tax receipts. Being able to setup two defaults could make this possible without significant work.
2 votes -
Suggestion for Multi-Fund Grant Distribution in C-Suite
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process smoother for our team.
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…
1 voteDo you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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make fund advisor inactive
there should be a check box on the fund advisor record that allows you to make them inactive. In some cases I don't want to delete them as I want to still know they are the fund advisor but I don't want them in the list
3 votes -
Allow Fund Advisors who are Staff Members to update the Contact Preferences
We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set as primary, they receive work notifications to their personal email. On the Fund Advisor setting, we should have the option to choose a default email for the Fund Advisor and/or allow the Fund Advisor to update their information in the portal.
We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set…
2 votes -
Create Custom report option for Loyal Donors
I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.
14 votes -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
Loans between 2 Funds
We are testing using Loans in Csuite for the first time. It would be great if a loan could also have the option to be between 2 funds so that the system would not only create the entries on the fund making the loan, but also on the fund receiving the loan. And this would extend to the payments as well - that the system would make entries on both funds. In our case, we are loaning to an affiliate organization which has its funds with us. The payments are coming from that fund.
3 votes -
add tasks to dashboard
Could we add a task area to the dashboard? It would be great to click on the dashboard and see everything in one place.
3 votes -
Customize additional buttons in grant request of portal
We would like to see the option of adding customized buttons with drop downs on the make a grant page of the portal. We would like to add buttons to allow donors to choose special funds we use for regional granting without searching or to choose something like declining ATS for the year with one click.
Having the ability to add buttons and drop down options would serve customer needs with less keystrokes and allow our messaging to direct them to the button rather than a list of steps to take to find what the button would allow.1 vote -
assign check template by fund
We would like to be able to assign check templates to funds. We have our default check and several other check templates. Almost all of the additional templates are specific to certain funds. It would be great if we could set a default check for each fund.
2 votes -
Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
14 votes -
Link profiles to voucher items for credit card vouchers
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made to them directly and payments made to them through a credit card.
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…
2 votesHere is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
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recurring invoice
Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)
2 votes
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