Settings and activity

46 results found

1. 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

   
   

   Tiffany Peterson supported this idea  ·  Mar 13, 2023
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   Tiffany Peterson commented  ·  Mar 13, 2023  ·  Edit…  ·  Delete…

   Also allowing each fund line to 'apply to spendable' instead of the entire donation would be very helpful for us.

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2. Combine credit card fees with the donation amount

   116 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Peterson supported this idea  ·  Feb 17, 2023

3. 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

   
   

   Tiffany Peterson supported this idea  ·  Feb 17, 2023

4. Financial report fund filters

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Feb 17, 2023

5. Linking profiles to funds- multiple links at a time

   58 votes

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

   
   

   Tiffany Peterson supported this idea  ·  Feb 17, 2023

6. Docusign Integration

   133 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Feb 1, 2023

7. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Feb 1, 2023

8. Admin Fees: choose more than one donation type for an Admin Fee

   22 votes

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   2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Peterson supported this idea  ·  Jan 24, 2023

9. Admin Fee Report/Audit Support

   30 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Jan 24, 2023

10. 990 Report - Option to filter to DAF

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson shared this idea  ·  Jan 13, 2023

11. 990 tax class

    37 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Dec 16, 2022

12. One Log In Across Foundant Platforms

    221 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Dec 15, 2022

13. Display default payment type when entering grant

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  Dec 15, 2022

14. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  Oct 24, 2022

15. Column View for ALL financial reports

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  Oct 20, 2022

16. Fund statements - sort by fund advisor or fund

    31 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  Sep 26, 2022

17. Cancel Interfund Grant/Donation

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  Sep 12, 2022

18. Ability to Increase Scholarship Award Amount after partial payment

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson shared this idea  ·  Aug 24, 2022

19. Bulk Edit - Payment schedule date and grant date

    30 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Tiffany Peterson commented  ·  Jul 21, 2022  ·  Edit…  ·  Delete…

    This would help us tremendously as well. Include the Voucher date with the Bulk Edit dates. We continuously have issues with Voucher date editing along with these other date items. Great suggestion!!

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    Tiffany Peterson supported this idea  ·  Jul 21, 2022

20. Donations: change fund

    63 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Tiffany Peterson commented  ·  Jun 8, 2022  ·  Edit…  ·  Delete…

    Need the ability to 'Change Fund' on donations without unreconciling the bank account. Most systems have this feature. This was discussed at Summit and Chris Sutton said this could be fixed. The entire room of attendees found unreconciling a bank account to change one gift to be an issue.

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    Tiffany Peterson supported this idea  ·  Jun 8, 2022