Settings and activity

20 results found

1. Pledge Section/Table in the Fund Statement Template

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

2. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   35 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

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

   34 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

4. Net Asset Hyperlink

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Destiny Howell shared this idea  ·  Apr 10, 2025

5. Archive or 'Inactive' Tax Receipt Templates

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025
   Destiny Howell shared this idea  ·  Oct 21, 2024

6. Envelope Printing Incorrectly for DAF Donations

   43 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

7. Hide/Archive Option for Templates

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

8. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

9. Year over Year w/ Leap Year

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Destiny Howell supported this idea  ·  Apr 10, 2025

10. 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

11. Balance Swap - Edit Amounts

    50 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

12. 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

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

    58 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

14. board portal

    199 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

15. One Log In Across Foundant Platforms

    223 votes

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

16. Docusign Integration

    135 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

17. Allow Multiple File Attachments when Creating a Voucher

    47 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...

18. 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

19. 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

20. 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