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815 results found
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Recurring Grants- Voucher Date
We have quarterly operating grant transfers we process. We have set these up as recurring.
Hate that you have to wait until that exact date to post them if you are trying to work ahead. Someone has mentioned that and I have voted on.
Most importantly- When these recurring grants are created... the voucher date should default to the next date on the recurring grant record- not the day you go in a create those grants. All of these grants that are recurring are electronic and we do in large batches. After I run the large batch.... I have to go into each check record manually and update the date, so it doesn't mess up the accounting.
Can there be a way to input the voucher date for these grants before they are processed in the batch or can it take the recurring date (which it should in a perfect accounting world).
We have quarterly operating grant transfers we process. We have set these up as recurring.
Hate that you have to wait until that exact date to post them if you are trying to work ahead. Someone has mentioned that and I have voted on.
Most importantly- When these recurring grants are created... the voucher date should default to the next date on the recurring grant record- not the day you go in a create those grants. All of these grants that are recurring are electronic and we do in large batches. After I run the large batch.... I have to…
15 votes -
Bulk update of colleges and student IDs
Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.
12 votes -
Allow Users to Adjust Font Size
We love the new user interface but the font is rather small for some of our users. It would be amazing to have the ability for each user to pick from a Small, Medium, Large font size
Using CTRL and Zooming in Zooms the entire browser (all tabs, no matter the website) meaning other websites are now huge font.
21 votes -
Enable Custom Account Types
The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.
35 votes -
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in th
1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in the records, and it is hard to give accurate information
12 votes -
positive pay
Positive Pay - Template Edit Capability. In past softwares I've dealt with, we've had the ability to create bank groups which tie to a specific bank's positive pay file requirements because each bank has to have their own unique template. The bank group templates are then linked to the bank ledger account so, as you issue checks, the system knows which format to file for the positive pay export. Currently, the only option we have is to download the export and tweak it manually to meet the bank's needs. It would be preferable to have the system be able to produce the file in the format needed rather than having to manually touch it each week.
Positive Pay - Template Edit Capability. In past softwares I've dealt with, we've had the ability to create bank groups which tie to a specific bank's positive pay file requirements because each bank has to have their own unique template. The bank group templates are then linked to the bank ledger account so, as you issue checks, the system knows which format to file for the positive pay export. Currently, the only option we have is to download the export and tweak it manually to meet the bank's needs. It would be preferable to have the system be able to…
15 votes -
Admin Fee Report/Audit Support
When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.
29 votes -
Create New Fund Online and Edit Existing Fund Online
As a foundation, I would like for community members visiting my website to be able to select "Start a Fund" from my website and enter details/intentions about that fund.
Additionally, when fund advisors are logged in to their existing fund through the portal, I would like them to be able to request changes to the fund: Ex.: investment strategy.
4 votes -
Attachments in Scholarships
It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.
16 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
18 votes -
Notification for Approval Requester
Currently there is no automatic notification to notify the user that their request for approval is approved. Normally the personal with approval authority is very busy. The extra time spent to send an email confirming the request has been approved is very inefficient. Please add automated approval notifications so the staff requesting approval can be ready for the next step in their process.
24 votes -
Recurring donation record with ACH as a Payment option
Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.
33 votesMoving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
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Turn off notifications when deactivating CSuite user
When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.
Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.
It's nice when you don't have to do these things after the fact, so that our user list accurately reflects the date we removed their access to the system, for audit purposes. Seems like this functionality should be baked into the deactivation of a user. Can you please consider adding it? Thank you.
When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.
Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.
It's nice when you don't have to do these…
38 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more than one fund, pulling fund by fund just isn't efficient.
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
20 votes -
Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality review before posting.
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…
13 votes -
Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
35 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Fields available for Bulk Update/Import/Delete on Records
It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)
Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.
16 votes -
Display default payment type when entering grant
There should be a way to know that a grantee is set up to receive ACH payments while you are entering the grant. Right now I have to go all the way back to the profile to see if they are ACH. This would help when choosing what letter template to use.
15 votes -
internal grant upload
Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.
46 votes -
Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
19 votes
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