1316 results found
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Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
15 votes -
Accents switching to ASCII Characters when put in Portal Cart
If a profile has an accent in their address etc, once it gets to the portal cart, it switches to an ascii character. Same thing happens if the description typed in by the donor has an accent in it, it also switches to an ASCII character.
2 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
Ability to put Balance Sheet, Budget vs Actuals/Income Statement on Fund Statements
When working with fiscal projects, we are hoping to teach them how to read financial statements. The fund statement is not a true statement of activity, budget, or balance sheet. It would be easier to send them monthly fund statements with their financials already attached, either through an option or a template.
2 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
Hide Amounts as an option in Bulk Edit Funds
Add Hide Amounts as a global-checkbox option in the Bulk Edit Funds area. Hide Memorial Amounts is a Bulk Edit Funds option - Hide Amounts should also be.
2 votes -
Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund
In the Fund Advisor >Donations area of the Portal: only Hide Amounts for donors who are NOT linked to the fund.
2 votes -
General Ledger account detail lookup
When doing a lookup in General Ledger for a specific account, it would be beneficial if there were an option to 'save' lookup parameters so users don't have to keep entering the same search criteria multiple times. For example, 90% of the time I am reviewing transactions in only a few GL accounts for the current month's date range. Every time I do this, I have to re-enter the account and date criteria which wastes a lot of time. It would be helpful to be able to save these search criteria and just select these from a list of saved…
3 votes -
Reports: Add county field to profile reports/filters
Add 'County' field to profiles as this is needed often for reporting purposes.
8 votes -
Different grant status in fund portal
The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.
1 vote -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
3 votes -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
2 votes -
Bulk link donations to opportunities
It would be extremely helpful to be able to bulk add/link donations to an opportunity. We are seeing more and more memorial contributions, which sometimes result in the creation of a fund. I will go back and link these donations, sometimes in the hundreds, to the opportunity, which can be very tedious.
1 vote -
donation notification
An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.
1 vote -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
25 votes -
Pledge Section/Table in the Fund Statement Template
Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.
We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.
Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.
10 votes -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF10 votes -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
8 votes -
charity check nonprofits
We’d love to be able to run a bulk Charity Check for all organizations listed in our Nonprofit Directory so we can quickly verify that everyone is still in good standing and hasn’t lost their nonprofit status.
Right now, Charity Check only works for profiles marked as “Grantee,” so we’ve had to mark orgs that have never received a grant as grantees just to run the check. It would be much more accurate and efficient if we could Charity Check profiles based on the “Nonprofit” designation also.
It would also be great if running a Charity Check could be a…
1 vote -
Opening a DAF
Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.13 votes
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