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21 results found

  1. Display zero balance and unused accounts as zeros

    1 vote

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    CHRISTINE GREEN shared this idea  · 

  2. Fixed Assets and Depreciation

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  3. Ability to edit Vendor "Terms" for Vouchers

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  4. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    CHRISTINE GREEN supported this idea  · 

  5. YTD Budget view comparison of two different years

    23 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

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

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  7. General Ledger Search- From>To Accounts

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    CHRISTINE GREEN commented  · 

    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.

    CHRISTINE GREEN supported this idea  · 

  8. Multifund Donation - Multiple Donation Types

    15 votes

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    2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

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

    54 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    CHRISTINE GREEN commented  · 

    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.

    CHRISTINE GREEN supported this idea  · 

  10. board portal

    167 votes

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    8 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  11. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  12. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  13. 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  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  14. Allow Multiple File Attachments when Creating a Voucher

    37 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  15. set distribution amount

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    CHRISTINE GREEN shared this idea  · 

  16. Distribution Audit Details - Make available prior to posting

    13 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  17. If Then logic custom reports

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  18. Cumulative donation field option for custom reporting

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  19. export in same order as shown in financial report

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 

  20. Fund statements - sort by fund advisor or fund

    30 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    CHRISTINE GREEN supported this idea  · 
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