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106 results found

  1. investment performance

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting commented  · 

    TThis would be very helpful when trying to split contributions into separate funds. There really isn't a good way to calculate the updated value in csuite.

    The performance calculation must take into account that additions and distributions should be treated differently than actual investment activity when calculating the returns.

    Wendy Ponting supported this idea  · 

  2. Revenue Share option for Impact Investing

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Wendy Ponting supported this idea  · 

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

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Wendy Ponting supported this idea  · 

  4. GL History Report - include check number for voids

    25 votes

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    0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Wendy Ponting supported this idea  · 

  5. export in same order as shown in financial report

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting commented  · 

    Give the option to export ALL finanical reports as they are shown on the screen

    Wendy Ponting shared this idea  · 

  6. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Wendy Ponting supported this idea  · 
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