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109 results found

  1. Vendor Default GL Account

    11 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney commented  · 

    This was my support request response:
    "I appreciate your patience while I investigated this matter. I have discussed this with my team, and they have informed me that the default GL account on a new vendor is provided for informational purposes only. I apologize for any inconvenience this may have caused."

    Michele McKinney supported this idea  · 
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    Michele McKinney commented  · 

    I 100% agree, there is no need for the second vendor screen if what you are entering there doesn't apply when paying vouchers. My main concern is sometimes we want to charge something to a different GL than normal for a project or something specific that I wouldn't necessarily use. If I can add it and then have it populate when it's time to process the payment, that is what I expected to happen. It should populate and then allow you to override if needed.

  2. Bring back counts in Fund Statement generation

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney commented  · 

    What are the chances of this being done?

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    Michele McKinney commented  · 

    Please add these two together, votes would be 26 on this specific item. There are 11 on this entry and 15 on the below entry.

    Fund Statement processing - (want counts back on main screen) and need ability to choose two criteria when selecting funds

    Michele McKinney shared this idea  · 

  3. Add Vendor ID to Global Search

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  4. Ability to edit Vendor "Terms" for Vouchers

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  5. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michele McKinney supported this idea  · 

  6. edit voucher description

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  7. Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 

  8. Select Share Document [Yes/No] when uploading a file

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Michele McKinney supported this idea  · 

  9. Grouping Non-Till Transactions for Deposit

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele McKinney supported this idea  · 

  10. Deposit List - ability to sort by different column

    17 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele McKinney supported this idea  · 

  11. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Michele McKinney commented  · 

    I had put this request in a long time ago. It is not only confusing for donors but staff as well that do not work with data every day to see someone noted as "Fund Advisor" but they simply receive the fund statement from the portal.

    Michele McKinney supported this idea  · 

  12. Fund statements

    129 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 

  13. Closed Funds should appear in Red in Relationships tab

    74 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michele McKinney supported this idea  · 

  14. Profile Merge should include all fields

    81 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

  15. Combine credit card fees with the donation amount

    106 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Michele McKinney supported this idea  · 

  16. voucher refund

    13 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  17. Add Permission to View ACH Details in Profiles

    34 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

  18. Profile changes (ex: name, address) should not update historical information.

    48 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney shared this idea  · 

  19. New profile change - updating addresses

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

  20. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 
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