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97 results found

  1. Budget Reporting

    23 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Paul Tomkins supported this idea  · 

  2. Transfer Requests

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Paul Tomkins supported this idea  · 

  3. Distribution Rounding

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Paul Tomkins supported this idea  · 

  4. Calendar View in CommunitySuite

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Paul Tomkins supported this idea  · 

  5. Payment Contact Name

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Paul Tomkins supported this idea  · 

  6. Stripe Terminal

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Paul Tomkins supported this idea  · 

  7. Stripe Terminal

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Paul Tomkins supported this idea  · 

  8. Sending emails in csuite

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Paul Tomkins supported this idea  · 

  9. Stripe fee percentage

    11 votes

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    2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    The additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.

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    Paul Tomkins commented  · 

    I agree with it being nice to have an option to cover the Stripe nonprofit rate, but it's tricky because AmEx typically charges 3.5%, so it's not known by CSuite how the donor is going to pay when it's time for the donor to pay since it goes over to Stripe.

    Paul Tomkins supported this idea  · 

  10. Archive Old Admin Fee Schedules

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Paul Tomkins supported this idea  · 

  11. Department Codes per GL Line

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Paul Tomkins supported this idea  · 

  12. Stripe

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Paul Tomkins supported this idea  · 

  13. Expense management integration

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Paul Tomkins supported this idea  · 

  14. Enhance Budgeting Tools - Scenarios, Forecasts

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Paul Tomkins supported this idea  · 

  15. Add an edit feature to the distribution calculation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Paul Tomkins supported this idea  · 

  16. add tasks to dashboard

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Paul Tomkins supported this idea  · 

  17. login info tab: move to right of notes tab

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Paul Tomkins supported this idea  · 

  18. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Paul Tomkins commented  · 

    We just received a request from a donor for setup of their fund that would require something like this, so this would be a great feature to implement.

    Paul Tomkins supported this idea  · 

  19. Ability to build custom dashboards

    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Paul Tomkins supported this idea  · 

  20. Financial Views

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Paul Tomkins supported this idea  · 
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