Settings and activity
15 results found
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2 votes
An error occurred while saving the comment Amy Lowe shared this idea ·
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1 vote
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3 votes
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266 votes
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8 votes
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8 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment I agree! A returned check feature would be very nice.
We recently had a chargeback on a donation check we deposited in Oct 2025 and was returned in Nov 2025 after we had closed the October books. We reached out to Foundant support and then used this workflow: Copy the donation and change the amount to negative. Post the donation. Go to till and make a negative deposit. (Try in Sandbox first.)
This worked for us, with one exception. We went back to unpost the negative donation to edit the chargeback date, and it would not save a negative donation after editing. We solved this by deleting the first negative donation and creating a new one with the correct date.
Maybe the return check feature could be the opposite of the void check feature, with an option to mark the check returned as of a certain date, and then all adjusting entries would created by csuite.
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3 votes
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2 votes
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3 votes
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13 votes
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103 votes
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41 votesProposed Idea · 7 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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52 votes
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111 votes
Another example of the need for a positive pay bucket (to help with workflow overload):
I would like the positive pay export to include voided checks that I voided within the entered date range. For example, I voided a check that was written on 2/5/25 and reissued a year later in 2/3/26. The void date was 2/3/26. On 2/5/26 I requested a positive pay export for checks 2/2/26 through 2/5/26, expecting it to include the 2/3/26 voided check for upload to our bank. The voided check was not included, but I remembered it had happened, so I voided the check manually in positive pay.
I looked back at csuite and found that if I change the export date range to a year (2/5/25 to 2/5/26), I can see the voided check on 2/5/25.
If the export can't be configured to include the voided check within the export date range, a positive pay "bucket" (in which I can see "to do" items related to positive pay) would be helpful.