Settings and activity

29 results found

1. Email Fund Statements Status

   10 votes

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

   
   

   CHRISTINE GREEN supported this idea  ·  Jan 26, 2024

2. Ability to edit Vendor "Terms" for Vouchers

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Jan 10, 2024

3. Fund statements

   124 votes

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   Proposed Idea  ·  13 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Jan 5, 2024

4. Allow Fund Advisors to See Household Receipts

   54 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Sep 25, 2023

5. Column Options and Order for Financial Statements - SOA & SFP

   6 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Jul 26, 2023

6. Financial view comparison of two different years

   21 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Jul 26, 2023

7. Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements

   16 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   CHRISTINE GREEN supported this idea  ·  Jul 26, 2023

8. annualized budget percentage on income statement

   70 votes

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

   
   

   CHRISTINE GREEN supported this idea  ·  Jul 26, 2023

9. General Ledger Search- From>To Accounts

   21 votes

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

   
   

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   CHRISTINE GREEN commented  ·  Mar 10, 2023  ·  Edit…  ·  Delete…

   Yes please! Our auditors want to see ALL GL activity account by account, line by line. To my knowledge there is no feasible way to extract this information.

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   CHRISTINE GREEN supported this idea  ·  Mar 10, 2023

10. (Temporarily) Shut Down Fund Advisor Portal

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    CHRISTINE GREEN supported this idea  ·  Mar 2, 2023

11. Multifund Donation - Multiple Donation Types

    15 votes

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

    
    

    CHRISTINE GREEN supported this idea  ·  Feb 9, 2023

12. Separate the closing of the last period of the year from the closing of the year

    49 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    CHRISTINE GREEN commented  ·  Dec 7, 2022  ·  Edit…  ·  Delete…

    Agreed!! We opened and closed multiple times throughout our first audit with Foundant. Finally ended up leaving the sandbox open for YE reconciliation purposes and use by auditors while using the live site to carry on with regular business. Either a "soft close" option, or make the retained earnings transaction a completely separate option.

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    CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

13. board portal

    157 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

14. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

15. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

16. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    CHRISTINE GREEN commented  ·  Oct 31, 2022  ·  Edit…  ·  Delete…

    I too am surprised this is not yet an option. The recommended workaround leaves a margin for error in an otherwise tight process.

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    CHRISTINE GREEN supported this idea  ·  Oct 31, 2022

17. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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

    
    

    CHRISTINE GREEN supported this idea  ·  Oct 13, 2022

18. Grant refunds post to spendable option

    68 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    CHRISTINE GREEN supported this idea  ·  Aug 8, 2022

19. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    CHRISTINE GREEN supported this idea  ·  Jul 27, 2022

20. set distribution amount

    15 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

    
    

    CHRISTINE GREEN shared this idea  ·  Jun 23, 2022