Settings and activity

24 results found

1. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  March 21, 2024

2. Public Securities Sort

   24 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shana South commented  ·  March 21, 2024  ·  Edit…  ·  Delete…

   Also - the order I enter the securities is not the order on the screen to review. It makes it a lot more difficult and time consuming to review entry.

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   Shana South supported this idea  ·  March 21, 2024

3. Grant notify details needed

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  March 20, 2024

4. check reconciliation

   6 votes

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   2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Shana South supported this idea  ·  March 08, 2024

5. Bank reconciliations

   42 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  February 05, 2024

6. Pay Email Address for EFT Grant Notifications

   43 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  February 05, 2024

7. Allow Fund Advisors to See Household Receipts

   55 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Shana South commented  ·  September 26, 2023  ·  Edit…  ·  Delete…

   And 1 1/2 years later this is still "under consideration"? This change is much needed. Households have joint tax returns/joint assets but only one individual in the household can see the receipt? And that is if the donation is posted to that one individual at that.

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   Shana South supported this idea  ·  August 10, 2023

8. Grant "in process"

   20 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  September 26, 2023

9. Recurring Donation - give donors option to end or change amount on portal

   141 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  September 26, 2023

10. Warning message if revenue share will push a fund underwater.

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  September 26, 2023

11. Balance Swap - Edit Amounts

    40 votes

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    2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Shana South commented  ·  September 08, 2023  ·  Edit…  ·  Delete…

    In addition to changing amount - please allow the to/from to be edited. Why do the funds even have an investment account on the Cash Management set up if CS just defaults to the larger balance in investment accounts? We have several funds split between multiple investments and CS just ignores my preferred investment account on Cash Management.

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    Shana South supported this idea  ·  August 28, 2023

12. Bank Reconciliation with Outstanding Items List

    32 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  September 06, 2023

13. new checks - total for all checks and each batch

    24 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  September 06, 2023

14. reconciliation - add filters

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  September 05, 2023

15. Recurring Donations - Allow Donors to Edit

    25 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  August 03, 2023

16. Recurring donations fund advisor portal

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  July 31, 2023

17. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  July 31, 2023

18. Recurring Grant: Calendar End Date Option

    28 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  July 31, 2023

19. Pending grant requests should be listed on grants tab of donor portal

    11 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  July 31, 2023

20. check void date

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  June 22, 2023