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email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
87 votes -
Bank reconciliations - option to hide checked items for easier list of open transactions
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
47 votes -
Navigation - Add Save option to left side menu
Save Button on left side menu
It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.
Thanks!
51 votes -
Make spendables a field in both the Fund Summary dashboard and the custom reports
We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.
It would be a dashboard we can frequently review.
However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.
Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.
Nice to have would be the grantee names/dates/amounts.
The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital, to us, info.
Thanks for continuing to improve the functionality of the systems and listening to ideas! Great work!
We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.
It would be a dashboard we can frequently review.
However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.
Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.
Nice to have would be the grantee names/dates/amounts.
The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…
16 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just one fund holding this investment but we foresee multiple funds sharing on these type of investments going forward and need to be able to allocate the receivable somehow and reduction of principle.Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…19 votes -
Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.
It would be great to be able to sort the columns in the till section and to also add a column for gift date.
30 votes -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
0 votes -
Creating customized templates for reports
I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.
0 votes
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