Skip to content

CommunitySuite Idea Lab

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

13 results found

  1. Separate the closing of the last period of the year from the closing of the year

    Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.

    Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.

    The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. General Ledger Search- From>To Accounts

    When you go into the General Ledger search... it would be beneficial to have a from account number and to account number to get a consecutive series of general ledger accounts.

    Example GL 63000-65000.... it would show all the transactions for those accounts. It would be grouped by the GL with subtotals. Every accounting software I have used has had the option to pull a series of general ledgers like this.

    This is not feasible with the new financial reports being released this month since the general ledger would have the description on it. We use the descriptions a lot…

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Recurring Journal Entries

    It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

    40 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. delete journal entry row

    Why can't a row be deleted in a journal entry? When creating JEs if I find an error, or want to change something instead of being able to delete the erroneous row, I have to create a whole new JE.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Make available an auto-reversing feature option.

    Could you add an option (i.e., a checkbox) for a journal entry to make it reverse to the first day of the next month if the box is checked? Often there are signficant multi-line entries at year-end that need to be reversed at the beginning of the next month, and we even have a few that need to be reversed each month. This would not only be a big timesaver, but it also would help prevent keying errors as you key or import the same month end entry a second time to the first of the next month, with the…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Journal entry account length field

    It would be awesome if more of this field was visible! With lengthy entries I rely on the descriptive portion of the field vs. the number, and there's not enough of it to see.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. deleted journal entry report

    Report showing all deleted journal entries. Current journal transaction report has a limit of 1000 rows and the export does not export the deleted entries.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. search journal entry

    Allow journal entries to be found in the "search" bar.

    For example, typing in a journal entry number does not pull up results, so you have to search by an ID or locate in the account to open/look at the JE.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Multi-Fund Journal Entries and attachments

    Journal Entry with multiple funds should all have the same JE ID number when posting a single transaction involving multiple funds and the file attachment should be available prior to posting. As you enter the Journal Entry you are unable to attach a file until after the entry is posted then you have to manually attach the file to each entry. Example, I just entered a Journal Entry related to a single transaction that involved multiple funds. The documentation is the same for all funds but I could not attach it until the JE was posted then Foundant divided the…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. transaction reports for a fund

    It would be nice if a transaction report for a fund showed the balance as well as the debit and credits. This allows you to easily spot where there has been a significant change in a balance, for example if something got posted to the wrong account accidentally.

    Currently the only way you get a balance is if you are looking at an individual account within that fund

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Post deletions in current period - not original period

    It is frustrating that the system always wants to go back to the original period to delete/unpost something. For example, we had a campaign that sold tickets. Most were bought in prior periods. We now need to refund several tickets (due to the event date having to be changed) and the refund process requires deleting the invoice which the system wants us to re-open the period for. It should just make the entry to delete the invoice in the CURRENT period. This is common accounting practice. Having to go back and reopen periods is nonsense.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Disable entries to revenue share parent accounts except for particular user(s)

    Inadvertent entries to revenue share parent accounts can cause problems, whether the entries are donation deposits or cash transfers or journal entries. It can cause a real mess, particularly at audit time, when the parent account balance doesn't equal the sum of all its investment account balances.
    We would like to see entries to a parent account (other than revenue share entries or background entries) restricted to only one person in our organization.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. general ledger - show all lines as entered

    Currently, general ledger entries that are made to the same account are "lumped" together after the transaction is posted. I think it is important to show the line item detail as entered for audit purposes. Generally these entries tie to another supporting document.

    37 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base