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108 results found

  1. Distributions - do not create transactions on $0.00 calculated amounts

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck shared this idea  · 

  2. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  3. Spendable distributions scheduling

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  4. Inception to Date Report with Fund Balances

    42 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck commented  · 

    Yes! We would run this report often! Showing the power of endowment is frequently what our donors/agencies want to see with their own data. Our agencies have many funds thus having options/filters to run this report would be essential as well.

    Susan Lotreck supported this idea  · 
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    Susan Lotreck commented  · 

    Yes!! This report is critical for our Foundation. We used the FIMS Columnar Financial report for our agency fundholders I am currently in the process of seeing if I can do this with the audit report. So far I am learning that I have to add a multiply by -1 formula in the exported Excel file in order to make the expense values appear as negative. And then need to format the report before I could send out to agencies. And you can't select a set group of funds for with to run this for soe also need to figure out how I can split out the groups of fund by each agency. We have 28+ agencies that are accustomed to this report from our organization 4x a year.

  5. Create ability to attach files to a note

    52 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Susan Lotreck shared this idea  · 

  6. Donations: change fund

    58 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susan Lotreck supported this idea  · 

  7. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susan Lotreck supported this idea  · 

  8. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susan Lotreck supported this idea  · 

  9. set distribution amount

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck commented  · 

    We have several funds in our portfolio as well that have a specific $ amount for annual distribution. It would be great to have this idea implemented.

    Susan Lotreck supported this idea  · 

  10. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    Yes!! Looking to have this change implemented.

    Susan Lotreck supported this idea  · 

  11. Change Fund Group at a Point in Time

    85 votes

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    9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Susan Lotreck commented  · 

    This is highly critical issue.To date, in FIMS and now CSuite, our CF has closed out fund, transferred to new fund and add notes to state new fund is from a fund conversion and also use a custom field to note the new fund is sourced from a fund conversion. Not only do we lose clear audit trail of the fund's donation/grant history. More importantly, the distribution calculation on this new fund is not accurate since the system doesn't have 20 quarters of fund balances. They live back in the retired fund.

    Susan Lotreck supported this idea  · 

  12. Files on the Fund Advisor portal should be able to be sorted in descending order

    11 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    IMHO, It is human nature to start at the top of a list assuming the first is the most current date.

    Susan Lotreck supported this idea  · 

  13. Add Fund Advisor Grant Request Tab Header Across ALL Grant Request Pages

    4 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  14. Make it clear when you are in Sandbox Donation or Fund Portal

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  15. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

    16 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  16. Add Non-Notify Tribute Name to Contribution information on the Fund Advisor Portal

    9 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  17. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  18. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  19. Fund statements

    129 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Susan Lotreck commented  · 

    Thrilled to see this moves to status of "under consideration". I hope this can be implemented by the time we need to run 12/31/2023 statements

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    Susan Lotreck commented  · 

    Is this an enhancement that can be implemented in the next release?

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    Susan Lotreck commented  · 

    This is absolutely critical. I was not aware that this was an issue. We are in the process of printing all designated fund statements in the next two weeks so I am glad to know to know about this so those statements can be adjusted.

    Susan Lotreck supported this idea  · 

  20. voucher refund

    13 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck commented  · 

    I vote for Landon Gilmour's suggestion posted here. We use multi-fund vouchers to pay quarterly distributions from custodial funds and it would be a great audit enhancement to have the ability to refund a returned distribution from one or two of the funds that are embedded in one voucher being paid from many funds.

    Susan Lotreck supported this idea  · 
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