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7 results found

  1. Multi-Fund Journal Entries and attachments

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Nicki Charles commented  · 

    I don't understand how community foundations are getting by without this. This is a ridiculous task when you are pulling history and need to see all funds affected by what should be a single journal entry. If it isn't going to autobalance between the funds, there MUST be a way to connect these entries or make it possible to do one entry with multiple funds. The time that is takes and the margin for error is way to much.

    Nicki Charles supported this idea  · 

  2. Admin Fee Report

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Nicki Charles supported this idea  · 

  3. Admin Fee Edit

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Nicki Charles supported this idea  · 

  4. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Nicki Charles supported this idea  · 

  5. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Nicki Charles supported this idea  · 

  6. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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  7. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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