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38 results found
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21 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Sarah Knoch
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96 votesSarah Knoch
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115 votesSarah Knoch
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44 votes
An error occurred while saving the comment Sarah Knoch
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28 votesSarah Knoch
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17 votesSarah Knoch
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23 votes
An error occurred while saving the comment Sarah Knoch
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I have a couple of fund holders ask about this, and right now, we don't allow them to do it as it would be too difficult to account for.
Sarah Knoch
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33 votes
Moving this idea back to Proposed. This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).
Sarah Knoch
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19 votesSarah Knoch
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55 votes
An error occurred while saving the comment Sarah Knoch
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Agreed. The monthly or quarterly close to run fund statements should be treated as a "soft" close and should have no effect on the retained earnings.
Sarah Knoch
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37 votesSarah Knoch
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130 votesSarah Knoch
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210 votesSarah Knoch
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35 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Sarah Knoch
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126 votesSarah Knoch
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44 votesSarah Knoch
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46 votesSarah Knoch
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15 votes
An error occurred while saving the comment Sarah Knoch
commented
With the balance swap feature, it would be wonderful if we could export the table that come up into excel. That would make it easier for us to analysis the data and sort by fund type or account.
Sarah Knoch
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This would be particularly helpful when sending out grants. Right now, the contact name is added to the address in the grant letter. A lot of the time, the contact for communications is different than the person who receives the check. Larger non-profits have different departments and the check may float around a while or get lost trying to get to the right department.