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11 results found

  1. Bank reconcile - approvals and log

    114 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  2. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  3. Bank reconciliations

    23 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  4. Bank reconciliations

    41 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  5. Admin Fee Edit

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Lyndi Sheets commented  · 

    For distributions we can evaluate the distributions and make an edit to the calculation if necessary. It would be nice if we could do this for Admin Fee calculations as well.

    Lyndi Sheets supported this idea  · 

  6. Destination funds for internal grants named on fund statements

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  7. Fund Statement Template Fields: add all account types

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  8. Make spendables a field in both the Fund Summary dashboard and the custom reports

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  9. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  10. Donor/Fund Advisor Portal Donate Tab

    31 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Lyndi Sheets supported this idea  · 

  11. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

    31 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Lyndi Sheets supported this idea  ·