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1164 results found

  1. 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…

    19 votes

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    Under Consideration  ·  0 comments  ·  Invoices/Loans/Accounts Receivable  ·  Admin →
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  2. 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

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    0 comments  ·  Other  ·  Admin →
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  3. 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

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  4. 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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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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