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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?
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GIFTVII Matching Gift procedures for CSuite
This topic came up in a Foundant meet-up discussion yesterday. If anyone has any procedures for how they processed the match in CSuite for GIFT 7 that might be useful for people to utilize for GIFT 8, please share! I have procedures I can share once I'm able to review and clean them up a bit.
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Agency Fund Third-Party Donations
Hi am interested to see how you are treating your third-party donations to agency funds. Are you setting up a separate designated fund for these donations or are you including them in the original agency fund? Additionally, if you are including them in the original agency fund are you keeping track of what donations are…
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Indiana Regional Training CSuite slides
Sorry for the wait everyone! Here are the long awaited slides from Greenfield:
