Settings and activity

20 results found

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

   36 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

2. fund balance report

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

3. Sort Feature on Bank Reconciliation

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

4. Detail Trial Balance - Add to Left Menu

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

5. budget

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

6. Year over Year w/ Leap Year

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

7. budget

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

8. Functional Expense Allocation by Account

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

9. dashboard

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Beth Kelley supported this idea  ·  May 7, 2026

10. Task/Note Types

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  May 7, 2026

11. Journal Entry Sort

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    36 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Dec 30, 2025

12. Download NACHA files by batch, not just date

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Beth Kelley shared this idea  ·  Nov 19, 2025

13. Would love to be able to set the default dashboard period

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    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Oct 8, 2025

14. Edit Custom Report Title/Name

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Oct 8, 2025

15. reports

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Oct 8, 2025

16. 1099 - Add Mailing Address to Report

    57 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Oct 8, 2025

17. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Beth Kelley supported this idea  ·  Oct 8, 2025

18. Show only Fund Statements needing review

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Oct 8, 2025

19. Pay Email Address for EFT Grant Notifications

    86 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Beth Kelley supported this idea  ·  Apr 22, 2025

20. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Beth Kelley supported this idea  ·  Jan 28, 2022