Settings and activity

20 results found

1. Filter for approval (or lack of) for various voucher approvers

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Edit…  ·  Delete…  ·  Admin →
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   Becky Schroeder shared this idea  ·  Sep 3, 2025

2. Allow editing of reference number without unposting voucher

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Sep 3, 2025

3. Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Sep 3, 2025

4. Print column headings on multiple pages of pdf reports from "print page"

   31 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Apr 10, 2025

5. Net Asset Hyperlink

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Apr 10, 2025

6. Financial Views

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Apr 10, 2025

7. Admin Fee Report/Audit Support

   33 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Jan 31, 2024

8. Balance Swap - Edit Amounts

   50 votes

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

   
   

   Becky Schroeder supported this idea  ·  Dec 12, 2023

9. Balance Swap Account Filter shows closed accounts

   17 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Dec 12, 2023

10. Indicate required fields with an asterisk

    105 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  May 16, 2023

11. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Becky Schroeder supported this idea  ·  Apr 17, 2023

12. Display default payment type when entering grant

    • 

    19 votes

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

    
    

    Becky Schroeder supported this idea  ·  Oct 26, 2022

13. board portal

    204 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Becky Schroeder supported this idea  ·  Oct 25, 2022

14. Admin Fee Edit

    37 votes

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

    
    

    Becky Schroeder supported this idea  ·  Jul 25, 2022

15. Color code outward facing fields

    61 votes

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

    
    

    Becky Schroeder supported this idea  ·  Jul 25, 2022

16. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Jun 24, 2022

17. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Jun 24, 2022

18. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Becky Schroeder supported this idea  ·  Jun 13, 2022

19. Bank reconciliations - option to hide checked items for easier list of open transactions

    47 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Jan 10, 2022

20. Edit Profile Payments

    23 votes

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    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Becky Schroeder supported this idea  ·  Jan 10, 2022