Settings and activity

15 results found

1. Update Manual Fund Statements to only allow you select through a closed time period

   26 votes

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   Proposed Idea  ·  0 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

   7 votes

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

4. stripe total line

   3 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. Check Approval Batch Total

   20 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Feb 4, 2025

6. Do Not Allow Admin Fee to make a Fund Balance Negative

   27 votes

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   1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Feb 3, 2025

7. Transfer Requests

   3 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

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

   3 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

9. Secure option to obtain ACH information

   193 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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10. Assign Follow Up to Reviewer

    44 votes

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    7 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

11. board portal

    188 votes

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    10 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

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

    57 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anonymous supported this idea  ·  Mar 2, 2023

13. Recurring donation record with ACH as a Payment option

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Anonymous supported this idea  ·  Nov 1, 2022

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

    13 votes

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

15. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Nov 1, 2022