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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:
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Grant Type
Good morning! We migrated to CSuite two years ago and have waffled with whether to leave the grant type blank for internal grants to funds that then make external grants. EX: Fund ABC makes internal grant to Fund XYZ then, Fund XYZ makes external grants to orgs. The concern is that over time a historical grant pie chart by…
