Settings and activity

16 results found

1. 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

   
   

   Maggie McCann supported this idea  ·  February 20, 2024

2. Bank reconciliations

   23 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

3. Bank reconciliations

   41 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

4. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

5. Scholarship Directory (Similar to Nonprofit Directory)

   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

6. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

7. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Maggie McCann supported this idea  ·  February 20, 2024

8. in voucher screen default payment type

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Maggie McCann shared this idea  ·  October 12, 2023

9. 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

   
   

   Maggie McCann supported this idea  ·  October 12, 2023

10. 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

    
    

    Maggie McCann supported this idea  ·  September 12, 2023

11. 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

    
    

    Maggie McCann supported this idea  ·  September 12, 2023

12. Check Approval Batch Total

    18 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

    
    

    Maggie McCann supported this idea  ·  September 12, 2023

13. Secure option to obtain ACH information

    142 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Maggie McCann supported this idea  ·  September 12, 2023

14. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    34 votes

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

    
    

    Maggie McCann supported this idea  ·  September 12, 2023

15. annualized budget percentage on income statement

    70 votes

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

    
    

    Maggie McCann supported this idea  ·  September 12, 2023

16. Enable Custom Account Types

    32 votes

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

    
    

    An error occurred while saving the comment
    Maggie McCann commented  ·  September 07, 2023  ·  Edit…  ·  Delete…

    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.

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    Maggie McCann supported this idea  ·  September 07, 2023