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1476 results found
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Checks Content - Remove Detail Attachment
We were in hopes of streamlining our communication with our payees when an ACH payment was processed. We enabled the check content but were disappointed when we tested the process that an automatic pdf is created that lists what Fund the payment is coming from. We would like the pdf to be an option that can be turned off OR have an option to not have the Fund shown on the pdf.
17 votes -
manual admin fee description
Currently, the description entered on a manual admin fee displays only on the transaction to the receiving fund. On the fund that pays the fees, the description shows the fund name, not the custom description that was previously entered.
Can the description please be the same for the fund paying the admin fee as it is for the fund receiving the admin fee, as entered when creating the fee.
3 votes -
Functional Expense Allocation by Account
It would be helpful to be able to split accounts by functional expenses. For example, Occupancy accounts may not change allocation year over year, so it would be great to be able to set Occupancy accounts to be, for example, 75% G&A, 25% Program. You have enabled allocations on vouchers, but it appears accounts have to be set up as all or nothing, and that is not overly helpful.
6 votes -
Changing and Customizing the Buttons in Portal
Allow us to customize and change the Changing and Customizing the Buttons in Portal "Previous Grantee or Fund, Search Grantee, and or Manual Grantee"
5 votes -
Add Tribute to Online Donation Email Body Content
It would really be helpful if Tribute was an available field in the Donation Content area, Online Donation Email Body. We had a case where a series of online donations were made to a fund, all with the same description and amount, but honoring different people each time. What the fund advisor receives are multiple emails, all looking identical, since the Tribute field isn’t available to show why they are different. If we could add the Tribute field to the content area this would be much clearer for the fund advisors.
14 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
9 votes -
pledge adjustment
Please allow the ability to adjust pledges and promises down if they accidentally get adjusted higher than the original amount. The inability to delete and start over, or adjust it back down, makes it appear on the pledges tab that someone paid that adjusted, higher amount rather than the corrected amount. It makes accounts look messy and inaccurate.
3 votes -
Recurring/beneficiary scholarships
I would love to be able to set up default scholarship distributions, similar to recurring grants and grant beneficiaries. We have funds that release scholarships every year but there is currently no way to automate this process for scholarships similar to how it can be done for grants through recurring or grant beneficiaries.
4 votes -
Combine Grant Aware Letters by Grantee
Request: Allow Grant Award Letter templates to pull from a "for each grant" structure grouped by grantee, similar to how the payment/check letter can already combine multiple vouchers. This would let us send a single award letter per grantee covering all their grants, rather than one letter per grant.
Use case: Endowment distributions where a single entity receives grants from multiple funds in the same cycle.3 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
9 votes -
Single Year End Receipt for Recurring Donations
Please integrate an option for a yearly consolidated tax receipt that would issue a single tax receipt number for all annual recurring donations, instead of having to send12 separate receipts at year end. This is standard practice in Canada and is required to comply with Canadian law/CRA. We are not able to send a summary document with all receipt numbers listed, although being able to attach a summary to the single receipt is nice, but not necessary.
8 votes -
spending policy
When calculating the annual distributions for a fund, the system allows you to edit the amounts Csuite is calculating before review and posting. We often adjust the amounts for scholarship funds, new funds, etc. It would be helpful if the system would allow you to see an adjusted total before selecting review or an edit selection after review is selected. Lack of this ability causes much rework as errors happen and the entire process has to be redone.
8 votes -
dashboard
The dashboards for grants and donations are excellent It would be amazing to have something similar for reporting on our organization's finances and investment performance. Graphic presentation of info is important to our finance committee, and it seems a shame to have to create everything manually from exported reports now that CSuite has dashboard capabilities.
Create a dashboard for financial performance. (budget YTD and full year, year over year, trends, etc.) Allow user to select and save filters (accounts, fund groups, etc.)
10 votes -
Fund Portal Donate Button - Add tributes
Fund advisors must now donate to their fund via the new Donate button instead of the Giving Hub. Please add an option for them to donate in memory of/in honor of to create a tribute on their donations in this new area.
4 votes -
Calculations in field while posting vouchers, journal entries etc
Quickbooks online has a feature where in the field you can do some basic math which is convenient for the way we have to post hst in Canada. In a field you can say 300/1.14 to calculate out the tax. It saves having to have a calculator beside you and is very convenient.
4 votes -
Flexible Multi-Factor Authentication (MFA) Controls
Problem Statement:
Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.Proposed Enhancement:
I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
"Remember This Device" Option:
Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration expires or the session cookie is cleared.
Adaptive/Risk-Based MFA:
Implement logic that triggers MFA only when "out-of-pattern" behaviour is detected, such as:
Logins from a new IP address or geographic location.
Accessing the system from an unrecognized device or browser.
Attempts to perform high-privilege actions (e.g., password changes or data exports).
Configurable Re-authentication Intervals:
Provide administrators the ability to set different MFA frequencies based on user roles (e.g., standard users every 7 days vs. admins at every login).Benefit:
These updates will reduce "notification spam," lowering the risk of users reflexively approving malicious MFA requests while maintaining high security for sensitive actions and unknown access points.Goal:
Move from a static "every login" requirement to a dynamic, risk-aware authentication model.Problem Statement:
Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.Proposed Enhancement:
I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
"Remember This Device" Option:
Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration…6 votes -
Expand Special Character Support in CSuite Password Policy
Problem Statement:
There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.Proposed Enhancement:
Update the CSuite password validation logic to support the full range of special characters found on a standard ASCII keyboard.Technical Requirements:
Broaden Character Set: Allow all standard symbols, including:! @ # $ % ^ & * ( ) _ + - = [ ] { } ; : ' " \ | , . < > / ? ~`
Validation Alignment: Ensure the backend database and application filters are updated to handle these characters securely (e.g., via proper salting/hashing) to prevent injection risks while allowing user flexibility.Benefit:
Security Compliance: Allows staff to use 100% of the security features in Keeper without manual intervention.
Improved UX: Eliminates the "trial and error" loop staff currently face when setting or changing passwords.Goal:
To align CSuite’s password policy with industry-standard password managers, ensuring that "strong" passwords generated by our internal tools are accepted without error.Problem Statement:
There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.Proposed Enhancement:
Update the CSuite password validation logic…6 votes -
Turn off or modify email for non-gift
We would like to be able to either (1) turn off donation emails related to non-gift donation types, or (2) be able to modify the donation emails to have more appropriate wording related to these donation types. It appears there is only one Donation Notify Email Body within Communication Content that can be assigned in this area and it would be helpful to customize the body of the email based on the donation type.
4 votes -
Portal - customize email subject line and body
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of the email, it could be improved upon.
If this is available on the donation side, it should be on the grant side as well.
Thanks for your consideration!
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of…
12 votes -
Data Visualization - data dictionary and export/exploring datasets
Right now, it is very difficult to understand what each of the datasets and columns mean while working in the data visualization tool. It would be very help to have either/both of:
- A full Data Dictionary that explains what each dataset and their columns mean in layperson's terms
- The ability to export the full dataset from the "Edit Data" page. Right now you can only see a couple rows at a time and there's no search functionality. It would be easier to see what each column means and find what you're looking for with the functionality that an excel spreadsheet would provide.Right now, it is very difficult to understand what each of the datasets and columns mean while working in the data visualization tool. It would be very help to have either/both of:
- A full Data Dictionary that explains what each dataset and their columns mean in layperson's terms
- The ability to export the full dataset from the "Edit Data" page. Right now you can only see a couple rows at a time and there's no search functionality. It would be easier to see what each column means and find what you're looking for with the functionality that an…7 votes
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