Settings and activity

15 results found

1. Track principal balance

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN shared this idea  ·  May 6, 2025

2. Fixed Assets and Depreciation

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Nov 11, 2024

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

   36 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Jul 26, 2023

4. General Ledger Search- From>To Accounts

   25 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

5. board portal

   203 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

   
   

   CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

6. One Log In Across Foundant Platforms

   226 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

7. Docusign Integration

   143 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Dec 7, 2022

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

   42 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

9. Allow Multiple File Attachments when Creating a Voucher

   48 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   CHRISTINE GREEN supported this idea  ·  Aug 3, 2022

10. set distribution amount

    22 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

11. Distribution Audit Details - Make available prior to posting

    15 votes

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

    
    

    CHRISTINE GREEN supported this idea  ·  Jun 8, 2022

12. If Then logic custom reports

    22 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

    
    

    CHRISTINE GREEN supported this idea  ·  Nov 29, 2021

13. Cumulative donation field option for custom reporting

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    CHRISTINE GREEN supported this idea  ·  Nov 29, 2021

14. export in same order as shown in financial report

    23 votes

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    3 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  ·  Nov 15, 2021

15. Donations: change fund

    66 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    CHRISTINE GREEN supported this idea  ·  Sep 22, 2021