Settings and activity

16 results found

1. Archive or 'Inactive' Tax Receipt Templates

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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. Invoice Confirmation Receipt Letter

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   0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Destiny Howell shared this idea  ·  Jun 17, 2024

3. Ability to build custom dashboards

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   25 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 29, 2024

4. Balance Swap - Edit Amounts

   43 votes

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   2 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

5. Ability to edit Vendor "Terms" for Vouchers

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Destiny Howell shared this idea  ·  Jan 10, 2024

6. General Ledger Search- From>To Accounts

   23 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

7. 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

8. 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  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Destiny Howell supported this idea  ·  Dec 7, 2022

9. board portal

   167 votes

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   8 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

10. One Log In Across Foundant Platforms

    208 votes

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

11. Docusign Integration

    128 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

12. 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  ·  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...

13. set distribution amount

    19 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

14. Distribution Audit Details - Make available prior to posting

    13 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

15. export in same order as shown in financial report

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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

16. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Destiny Howell supported this idea  ·  Oct 6, 2021