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24 results found

  1. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kevin Patten supported this idea  · 

  2. Candid/GuideStar Grants Report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kevin Patten supported this idea  · 

  3. campaign tax receipt

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Kevin Patten commented  · 

    This is a much needed option. Too many receipt emails are confusing to donors. Having the option at the fund level would also allow greater flexibility.

    Kevin Patten supported this idea  · 

  4. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kevin Patten supported this idea  · 

  5. Batch attach file to grant

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten commented  · 

    This would be hugely beneficial. We have multiple program with one document supporting hundreds of different grants.

    Kevin Patten supported this idea  · 

  6. Next Check Number Used Process

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kevin Patten commented  · 

    Conversion issue

    Kevin Patten shared this idea  · 

  7. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kevin Patten supported this idea  · 

  8. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten supported this idea  · 

  9. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Kevin Patten supported this idea  · 

  10. set scholarship

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Kevin Patten shared this idea  · 

  11. Short Name: Searchable in many search fields

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Kevin Patten supported this idea  · 

  12. The ability to inactivate a scholarship to remove it from the scholarship list.

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Kevin Patten supported this idea  · 

  13. new checks - total for all checks and each batch

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kevin Patten commented  · 

    This would be extremely helpful to verify total batch amounts. The nature of a batch is to have a control total, not sure how the design failed to consider this.

    Kevin Patten supported this idea  · 

  14. Check Approval Batch Total

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kevin Patten supported this idea  · 

  15. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kevin Patten supported this idea  · 

  16. Grant- post by payment option

    36 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten supported this idea  · 

  17. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kevin Patten supported this idea  · 

  18. Financial report fund filters

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Kevin Patten supported this idea  · 

  19. Log for Online Grant Requests Before Creating the Grant

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten commented  · 

    This is very helpful to create a complete documentation/log of the Fund Advisor's original Grant Request in case there is a change made by staff we can still have record of the original request. The Grant Request ID should tie it all together.
    Thanks!

    Kevin Patten supported this idea  · 

  20. board portal

    167 votes

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    8 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kevin Patten supported this idea  · 
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