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8 results found

  1. Fund statements - sort by fund advisor or fund

    29 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Anonymous supported this idea  · 

  2. Yearly Tax Receipt Templates Download Word.Doc

    16 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anonymous commented  · 

    Allow batches of 'print yearly tax receipts' to be downloaded into Word in addition to pdfs. It's allowed when printing single receipts but not the batch.

  3. Public Securities Donations To Multiple Funds

    28 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Admin →
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  4. Bank reconcile - approvals and log

    114 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Checks/Bank Reconcile  ·  Admin →
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  5. Sort feature in Till

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Deposits/Till  ·  Admin →
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  6. One Log In Across Foundant Platforms

    190 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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  7. positive pay export

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Checks/Bank Reconcile  ·  Admin →
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  8. Back and Forward Button

    56 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Anonymous commented  · 

    And a 'previous' and 'next' button in funds, profiles, donations, and grants (anywhere possible!) to be able to skip through without having to back out and go to a list to choose the next one or a previous listing. This would've been super helpful when setting up profiles and funds and will continue to have usefulness going forward.

    Anonymous supported this idea  · 

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