MikePuccio ✭✭✭

This is the link to OCCF's directory. It appears they are using standard CSuite NP directory functionality with enhanced HTML. Very nice example of what is possible.

Hi @GeoffreyOConnell. The above document is a fantastic start. As you come up with your version, I would recommend designing a flow to match the tabs within a fund. This will help with data entry.

Hi there, If you have time, check your sandbox: This is now live in your Sandbox. - Reports: Add the T3010 and T4A Report for Canadian clients. 

Hello there, For anyone who is not comfortable creating custom reports, CSuite has a built in serial number report that will provide a ton of information once exported. This report can be accessed from the donations module. It is behind the Receipts option. I do not think there is documentation for it but it is called:…

Hello Christine, Did you ever hear back from support on this? I have been doing some testing, and the only way I can get this to break as you described is if the Override Balance Check flag is set to Y on the fund. Enabling this option will bypass the fund balance, spendable balance, and available cash checks that are run…

Good morning John, Hope you are well. I assume your implementation was a success and you no longer need assistance, but I wanted to confirm just in case. PS: Welcome to the Foundant Family Please let me know if there is anything I could passably help with. Thank you in advance. Mike

Hi Brandon, I hope you are doing well. If you are still looking for some accounting help, I would love to chat. I'm not sure if I would be a perfect fit but I would very much like to discuss your CSuite needs. It has been my experience that most clients are not too far from where they should be, and a bit of direction goes…

Hi Nancy, Do you have an example of an entry that is being recommended? Also, the entries simply suggested or required by the auditor? Mike Puccio

Hi there, The only functionality available to pull positive pay is via: https://support.foundant.com/hc/en-us/articles/4404649692695-Positive-Pay-Export This function pulls a standard format (not bank specific). It can then be edited and or directly uploaded into the institution's interface. Hope this helps. Mike Puccio

Hi there, I would recommend using the public security option. It provides the best transaction audit trail. I would enter the original gift, then sell as needed. If it never sells, that is OK. In CSuite, you do not have ever sell a pub.sec. item. It will remain in the ToSell section of pub.sec. as a reminder that the…