Settings and activity

14 results found

1. Archive or 'Inactive' Tax Receipt Templates

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Destiny Howell shared this idea  ·  Oct 21, 2024

2. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 29, 2024

3. Balance Swap - Edit Amounts

   47 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

   
   

   Destiny Howell supported this idea  ·  Apr 12, 2024

4. General Ledger Search- From>To Accounts

   24 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

   
   

   Destiny Howell supported this idea  ·  Mar 10, 2023

5. 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

   
   

   Destiny Howell shared this idea  ·  Feb 8, 2023

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

   57 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

   
   

   Destiny Howell supported this idea  ·  Dec 7, 2022

7. board portal

   188 votes

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

   
   

   Destiny Howell supported this idea  ·  Dec 7, 2022

8. One Log In Across Foundant Platforms

   217 votes

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

9. Docusign Integration

   131 votes

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

10. Allow Multiple File Attachments when Creating a Voucher

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Destiny Howell supported this idea  ·  Aug 3, 2022
    An error occurred while saving the comment
    Destiny Howell commented  ·  Aug 3, 2022  ·  Edit…  ·  Delete…

    Currently CSuite does not have the functionality to upload an attachment to multiple vouchers at once. When our payments are processed via check, we are required to upload supporting documentation. This becomes time consuming when multiple vouchers are paid on one check.

    When uploading file attachments to CSuite it would be useful having a "bulk" option to select multiple vouchers that correspond with one check instead of having to individually upload the same document to each related voucher.

    Save Submitting...

11. set distribution amount

    20 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

    
    

    Destiny Howell supported this idea  ·  Jun 23, 2022

12. Distribution Audit Details - Make available prior to posting

    14 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

    
    

    Destiny Howell supported this idea  ·  Jun 8, 2022

13. export in same order as shown in financial report

    22 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

    
    

    Destiny Howell supported this idea  ·  Nov 16, 2021

14. Bank reconcile - approvals and log

    128 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Destiny Howell supported this idea  ·  Oct 6, 2021