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53 results found

  1. Fund Advisor Template - Total by Advisor vs Fund

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Tiffany Peterson shared this idea  · 

  2. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  3. Campaigns Without Tickets for Online Donations

    92 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  4. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  5. Last Donation Date does not reflect accurate last gift date

    102 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  6. Favorite Custom Reports

    45 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  7. Do Not Allow Admin Fee to make a Fund Balance Negative

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  8. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  9. Gift Adjustments: Requires Unreconciliation

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  10. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  11. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tiffany Peterson commented  · 

    Yes, we have to enter two donations from one donor in order to have a portion go to their spendable balance. Would truly appreciate the ability to split a single gift to the two different equities.

    Tiffany Peterson supported this idea  · 

  12. 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.

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    Tiffany Peterson commented  · 

    At the least, if possible, include the school/grantee merge fields to the templates so we can integrate the school instead of or in addition to the student name.

    Tiffany Peterson supported this idea  · 

  13. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  14. Ability to Build Custom Financial Statements in the Reports Section

    19 votes

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

  15. board portal

    167 votes

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    8 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  16. bank investments integration

    20 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  17. Direct Excel Export of Reconciliation

    8 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  18. Bank reconciliation: confusion with ref & check # columns

    5 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  19. Bank Reconciliation with Outstanding Items List

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tiffany Peterson supported this idea  · 

  20. For bulk year-end print receipts, print them in order of the report, not random order

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Tiffany Peterson supported this idea  · 
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