Settings and activity

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1. Financial Reports

   3 votes

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   1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.

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   Rhonda Pilkington commented  ·  Jul 30, 2024  ·  Edit…  ·  Delete…

   @Holly Spitz, in the case I am referring to, there is activity in the realized/unrealized gains accounts for the specific fund I prepare a budget for however I do not want those accounts shown in the report.

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   Rhonda Pilkington shared this idea  ·  Jul 29, 2024

2. display future year's spendable amount on fund statement

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Rhonda Pilkington shared this idea  ·  Jul 29, 2024

3. Column View for ALL financial reports

   24 votes

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

   
   

   Rhonda Pilkington supported this idea  ·  Jul 29, 2024

4. online donations creating new profiles each time

   57 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Rhonda Pilkington supported this idea  ·  Jul 29, 2024