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'Financial Report Details' has been merged into this idea

CommunitySuite Idea Lab: Accounts & Cash Management

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Enable Custom Account Types

The ability to create additional account types would be a huge timesaver. The Account Types offered currently are too few in number and can't possibly align with the account types (or groupings) of the typical user. Custom account types would also simply the process of creating financial views.

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Jan Fischer shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


If you have any questions, issues or concerns please let us know!


Thank you

Show previous admin responses (5)
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  • Maggie McCann commented  ·   ·  Report

    The lack of ability to customize and add accounts forces us to create reports manually outside of C-Suite - having this functionality within C-suite would be a huge saving of time and money to create manual reports monthly.

  • Sabine Dukes commented  ·   ·  Report

    The default account types do not work for our reporting needs. We currently create all reports manually since we cannot edit the account types

  • Wendy Ponting commented  ·   ·  Report

    Ability to add additional account types to allow foundations to group activity how they would like

    Current P&L types include: Expense, Program, Adminstration, other expenses, payroll expense, professional fees, support, other income.

  • Taylor Milbradt commented  ·   ·  Report

    More Categories for Income and Expenses
    For the Income Statement (and Budget), would you consider adding a couple of more categories for Income and Expenses? We have regular Income, Fundraising Income and Grant Income and for Expenses we have Administrative, Fundraising and Grant Expenses. This aligns with completing our 990 at the end of the year.