Settings and activity

34 results found

1. April 8th, 2026 Feedback for Online Fund Request

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Andrea commented  ·  Apr 8, 2026  ·  Edit…  ·  Delete…

   Our new fund opening process is very donor-centric in the early stages, and funds are not set up until the donor has met and discussed with our Philanthropic Services team and narrowed down their intent. Donors can be very fickle and submit requests that are impractical. We have a work flow outside of CSuite that seems to be working very well for us. I don't think this self-service aspect of fund requests is going to enhance CSuite's functionality - especially since an internal user will still have to go set up the fund.

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2. It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Apr 2, 2026

3. Improving the Grant Approver Process

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Mar 9, 2026

4. Fund Advisor Portal Inconsistencies

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Nov 24, 2025

5. open books need a warning or a password

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 27, 2025

6. Rename one financial report on new print option

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 27, 2025

7. Department Codes per GL Line

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 27, 2025

8. correct formatting

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 27, 2025

9. Reclass transactions and 1099 Reporting

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 27, 2025

10. Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

11. Print column headings on multiple pages of pdf reports from "print page"

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

12. Year over Year w/ Leap Year

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

13. Detail Trial Balance - Add to Left Menu

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

14. Select Multiple Column Options in Financial Reporting

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

15. budget

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

16. Sort Feature on Bank Reconciliation

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

17. Financial Statement exports to PDF using a predefined template

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

18. budget

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

19. Budget % Over year automation

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025

20. fund balance report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Andrea supported this idea  ·  Oct 27, 2025