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4 results found

  1. Balance Swap Account Filter shows closed accounts

    In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.

    17 votes

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    Under Consideration  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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  2. Add the ability to import custodial statements

    We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.

    4 votes

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    Under Consideration  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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  3. 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

    24 votes

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    Under Consideration  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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  4. Revenue Share option for Impact Investing

    It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.

    11 votes

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    Under Consideration  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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