Settings and activity
18 results found
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7 votes
Destiny Howell
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36 votesDestiny Howell
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35 votesDestiny Howell
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3 votesDestiny Howell
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43 votesProposed Idea · 9 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Destiny Howell
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9 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Destiny Howell
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25 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Destiny Howell
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11 votesDestiny Howell
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51 votesDestiny Howell
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50 votesDestiny Howell
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25 votesDestiny Howell
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202 votesDestiny Howell
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224 votesDestiny Howell
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142 votesDestiny Howell
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48 votesDestiny Howell
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An error occurred while saving the comment Destiny Howell
commented
Currently CSuite does not have the functionality to upload an attachment to multiple vouchers at once. When our payments are processed via check, we are required to upload supporting documentation. This becomes time consuming when multiple vouchers are paid on one check.
When uploading file attachments to CSuite it would be useful having a "bulk" option to select multiple vouchers that correspond with one check instead of having to individually upload the same document to each related voucher.
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21 votesDestiny Howell
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14 votesDestiny Howell
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23 votesDestiny Howell
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Currently, if we create 'one-off' tax receipt templates for donor acknowledgements, we have removed the template and saved off site to keep our templates from becoming cluttered. It would be helpful if we could instead 'Archive' or make certain tax receipt templates 'Inactive' so they don't populate when entering donations to allow for a more clean and efficient entry process.