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8 results found

  1. fund advisor content

    1 vote

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Stephanie Jones commented  · 

    Our fund advisors often reach out to our team to confirm the mailing address for prior grant payments. This would provide email records they can refer back to.

    Stephanie Jones shared this idea  · 

  2. Recurring Grant: Calendar End Date Option

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones commented  · 

    I think it would be great if fund advisors could add an end date for recurring grants. Without this option, the advisor is left to calculate the number of occurrences which can be a task. Currently this requires a manual calculation when a future month end-date is desired. This also makes room for error and makes it difficult to revisit and quickly determine exactly when a grant will end.

    Stephanie Jones supported this idea  · 

  3. Bulk change check numbers

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Stephanie Jones shared this idea  · 

  4. Grant notify details needed

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones shared this idea  · 

  5. Recurring Grants - New Interval

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones supported this idea  · 

  6. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Stephanie Jones supported this idea  · 

  7. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Stephanie Jones supported this idea  · 

  8. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Stephanie Jones supported this idea  ·