Settings and activity

8 results found

1. Donor Portal Financials - Only Allow Reporting on Closed Periods

   106 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 20, 2025

2. Toggle off closed accounts in bank reconcile

   44 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 20, 2025

3. Total in Till for Other Payments

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Feb 4, 2025

4. stripe total line

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 4, 2025

5. Allow for multiple advisors on an account to be notified when requesting balance swaps

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 3, 2025

6. Assign Follow Up to Reviewer

   46 votes

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   8 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Anonymous supported this idea  ·  Mar 27, 2023

7. board portal

   205 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Anonymous supported this idea  ·  Mar 3, 2023

8. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

   18 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 1, 2022