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24 results found

  1. bank investments integration

    Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts

    23 votes

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    Under Consideration  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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  2. Revenue Share option for Impact Investing

    It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.

    11 votes

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    Under Consideration  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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  3. Navigation - Add Save option to left side menu

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    51 votes

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    Under Consideration  ·  2 comments  ·  System Data  ·  Admin →
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  4. Impact Investing: revenue share

    Impact Investing-Revenue Share
    We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…

    19 votes

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    Under Consideration  ·  0 comments  ·  Invoices/Loans/Accounts Receivable  ·  Admin →
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