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815 results found
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Beneficiary "On hold" or Inactive
Allow for making a distribution to a Beneficiary on a fund "on hold" so that it will not be created when spendable grants are done. we have many funds that have beneficiaries as part of their fund agreement but the distribution is on hold for various reasons (the fundholders desire the fund to get to a certain level before making distributions, the fund is waiting for proceeds from life insurance, etc.). But we would like to have the beneficiary information created on the fund so it can easily be "activated" when the hold is removed.
16 votes -
The ability to inactivate a scholarship to remove it from the scholarship list.
If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.
21 votes -
Refunds
Add ability to process scholarship refunds without the initial check being reconciled first
17 votes -
Custom Field Type - number option
It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.
21 votes -
Bank reconcile - approvals and log
For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:
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.
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 know when it was done, and it would be helpful to see a record of any changes that may have necessitated "unreconciling" and reconciling again.
Many thanks for your consideration.
For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:
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.
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…
126 votes -
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.
62 votes -
Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.
We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.
44 votes -
Navigation: Shift-Select Multiple Checkboxes #letshifthappen
When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.
letshifthappen
44 votes -
Opportunity Pop Up Notification
It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.
27 votes -
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 -
ID # search
The only search function that allows you to search using ID #s is the main search bar on the top left of the home page. It would be great if the ID # search would be available in all search areas instead of having to type in the fund name, profile name, etc. We are at the beginning phases of using CSuite and have multiple profiles that have the same name. It is impossible to find the correct profile when searching only by name. Using ID search in all areas would help keep errors to a minimum.
41 votes -
Recurring Grant: Calendar End Date Option
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number of recurrences is useful in some situations, but awkward in other situations. It would be very helpful to have the option to name a specific calendar year end date (i.e. 10/5/2028) along with the option to enter a certain number of recurrences.
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…
30 votes -
Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report
For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.
19 votes -
investment performance
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now, there is nowhere in the system to get a good idea of what that looks like. We can request that information from the investment manager but it would be nice to be able to compare that to what we show in the system.
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…
22 votes -
Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.
Currently, profiles can be invited to a campaign in mass but RSVP and attendance must be set profile-by-profile which is a significant time commitment.
15 votes -
bank investments integration
Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts
21 votes -
Filter by custom field
When filtering a custom report on a custom field, it would be great to have the "Match Type" control - "exact", "contains", or "begins with".
12 votes -
Require approval of ach information on vendor profile
It would be great if there was an approval process for entering ACH/banking information on the vendor profile. This would confirm there were no typos during the entry process.
14 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
33 votes -
Express consent to share donor info with fund holders
In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.
The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:
[_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns. Note that we do not share your personal information with other charitable organizations without your express consent. For information about our privacy policies contact privacy [admin email address].
Ideally, the fund advisor and contact info could be customized via the system data tab.
In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.
The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:
[_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…
41 votes
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