Settings and activity
24 results found
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18 votes
Rachel Sandor
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22 votesRachel Sandor
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31 votes
An error occurred while saving the comment An error occurred while saving the comment Rachel Sandor
commented
Agreed; most reports are multiple pages and the repeated columns would be much easier to work with from the standard "print page" option.
Rachel Sandor
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14 votesRachel Sandor
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An error occurred while saving the comment Rachel Sandor
commented
We were able to accomplish something similar to this in one of our CSuite sites by using campaigns to tag the GL lines on vouchers. The limitation here is you can't see the tags in an income statement and you can't view multiple campaigns in a standard income statement. We had to create custom general ledger reports to view. You also can't see campaigns as part of a budget reporting option. For budgets by departments, we use subfunds as a department. You can run a report with the "department" fund as columns that totals to the total org budget. Each option has various limitations but hope that helps some.
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5 votes
An error occurred while saving the comment Rachel Sandor
commented
Please also bring back the old report formatting, including the grey background along the main header! We use the "print page" reports as external deliverables. The visual format of the report has change and we don't have the ability to edit it ourselves.
Rachel Sandor
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15 votesRachel Sandor
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11 votes
An error occurred while saving the comment Rachel Sandor
commented
Agreed. For example. I would love to have a budget to actual and budget by year column on a single SOA without adding the rest of the columns that auto populate on the projected budget option.
Rachel Sandor
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4 votes
An error occurred while saving the comment Rachel Sandor
commented
Our Foundation manages many of these types of transactions, with loans between two funds. I agree the process is lengthier having to run it as a traditional loan and this would be a great function. We end up having to process the loan traditionally as if we are paying a real check and then enter invoices from the affiliate to move money in CSuite without it having to actually leave the bank. The process is not ideal for clarity on the transaction, though it follows the economic reality of the loan going to the affiliate and them giving it back to track in the fund.
Rachel Sandor
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4 votesRachel Sandor
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15 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →Rachel Sandor
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24 votesRachel Sandor
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5 votesRachel Sandor
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3 votesRachel Sandor
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60 votesRachel Sandor
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104 votesRachel Sandor
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40 votesRachel Sandor
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88 votesRachel Sandor
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246 votesRachel Sandor
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14 votesRachel Sandor
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10 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rachel Sandor
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Please also bring back the styled heading on the reports! The grey background is gone and the new styles don't look nearly as nice when using the "print page" option for deliverable reports.