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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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Program Scholarships
We have a new scholarship opening that is funded by several smaller scholarships. Students will apply to the one "master" scholarship and the financial awards will come from the individual funds. Wondering if anyone has had this situation and figured out how to simplify/streamline the award process in SLM and CSuite. Thank…
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Negative Spendable Balance after posting grants and scholarships
Hi everyone, Our foundation has recently discovered that we are having some grants and scholarships post thru the system without flagging us that the spendable balance will go negative. It is not consistent and we have tried various scenarios to reproduce the problem. We've reached out to support and it has been escalated…
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Auditor Access
We are starting our audit soon and this is the first year we are fully in Csuite for our audit. I am wondering if any of the other foundations have allowed their auditors access as read only during the audit to look at and verify the information that they are looking for? And if so, what access and permissions were given?…
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Looking for a Fund Accountant who's familiar with CSuite
Our Foundation is relatively small but we are looking to clean up our internal books before making much further growth. Long story short, our foundation went through a director transition and some things were not recorded as they should have been. In the meantime, I am gradually learning the world of fund accounting but am…
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Audit
Hello - This is our 1st audit using Foundant which is much different from our previous systems - Sage Accounting, Excel & Income Manager. I find that some of the suggested journal entries are either redundant as CSuite already handles them through their modules, or they can not be entered as a "journal entry". Is there…
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Positive Pay file for Bank of America
Does anyone use Bank of America Positive Pay and how do you pull the information from CSuite to upload?
