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12 results found

  1. Admin Fees: choose more than one donation type for an Admin Fee

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Shannon Cowan supported this idea  · 

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

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Shannon Cowan supported this idea  · 

  3. Archive Old Admin Fee Schedules

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Shannon Cowan supported this idea  · 

  4. Express consent to share donor info with fund holders

    53 votes

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    Proposed Idea  ·  19 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Shannon Cowan supported this idea  · 
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    Shannon Cowan commented  · 

    Yes, we really want to offer this upfront consent at point of sale for our donors and fund holders/advisors.

  5. Bank Reconcile - Reconcile List button within the reconciliation

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Shannon Cowan supported this idea  · 

  6. Toggle off closed accounts in bank reconcile

    31 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Shannon Cowan supported this idea  · 

  7. Additional information for Grantees (T3010) Report

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Shannon Cowan supported this idea  · 

  8. URL for newsletter campaign

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Shannon Cowan supported this idea  · 

  9. Online silent auction

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Shannon Cowan supported this idea  · 

  10. Indicate fund balance has been reduced by pending grants on the fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Shannon Cowan supported this idea  · 

  11. Create a Transaction using the Fund ID instead of Fund Name

    19 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Shannon Cowan supported this idea  · 

  12. Add ability to view grants in a tab on the fund page

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

    Shannon Cowan supported this idea  ·