Settings and activity

114 results found

1. Secure option to obtain ACH information

   176 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

2. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

3. Allow bulk updates via data imports (csv with unique IDs)

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

4. Add a subfund field in the voucher upload

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 29, 2024

5. Data Visualization/Customizable Dashboards

   31 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 26, 2024

6. Revenue Share Deposits - Impact Investment Interest Income

   12 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 25, 2024

7. Improved chart info selection for reports

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith shared this idea  ·  Apr 22, 2024

8. Reporting for multiple objects at once

   11 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith shared this idea  ·  Apr 22, 2024

9. Ability to build custom dashboards

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   25 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 22, 2024

10. Allow editing a custom report name, description or sharing without having to save as a different report

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Zac Smith supported this idea  ·  Apr 22, 2024

11. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Zac Smith supported this idea  ·  Feb 1, 2024

12. Grant request notification for staff - add more data to email

    28 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Zac Smith commented  ·  Jan 8, 2024  ·  Edit…  ·  Delete…

    This would be very helpful! Our auditors will frequently ask for details from the grant recommendations and this email would typically be our proof of sending the funds to the recommended grantee, but without details of grantee and amount we can't use this.

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    Zac Smith supported this idea  ·  Jan 8, 2024

13. Custom Field in Tasks

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Zac Smith supported this idea  ·  Nov 11, 2023

14. Spendable distributions scheduling

    19 votes

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

    
    

    Zac Smith supported this idea  ·  Oct 9, 2023