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4 results found

  1. Toggle off closed accounts in bank reconcile

    I would like to be able to toggle off the closed accounts in the bank reconciliation page. I see the sense in being able to see them sometimes, but I think the reconciliation page will become cluttered over time.

    44 votes

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    Planned  ·  3 comments  ·  Accounts & Cash Management  ·  Admin →
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  2. Financial Views

    When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.

    19 votes

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    Planned  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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  3. stripe total line

    It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.

    7 votes

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    Planned  ·  2 comments  ·  Accounts & Cash Management  ·  Admin →
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  4. bank investments integration

    Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts

    26 votes

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    Planned  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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