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11 results found

  1. set distribution amount

    20 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Beth Kelley supported this idea  · 

  2. 1- Reissues: A clear way to mark a grant that was reissued. Including a note for ACH or a new check number. Currently we don’t see it in th

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Beth Kelley supported this idea  · 

  3. Add Permission to View ACH Details in Profiles

    38 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Beth Kelley supported this idea  · 

  4. Secure option to obtain ACH information

    192 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Beth Kelley supported this idea  · 

  5. Display default payment type when entering grant

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Beth Kelley supported this idea  · 

  6. Beneficiary "On hold" or Inactive

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Beth Kelley supported this idea  · 

  7. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Beth Kelley commented  · 

    Please add the 12 individual quarter balances that are used to calculate the average for Admin Fees to the Admin Fee Audit Details report. The 12 individual quarter balances are included in the Distributions Audit Details report (column O) but it would be helpful to have it in the Audit Detail reports for Admin Fees as well.

    Beth Kelley supported this idea  · 

  8. Admin Fee Edit

    35 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Beth Kelley supported this idea  · 

  9. 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  ·  Admin →
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    Beth Kelley supported this idea  · 

  10. Deposit List - ability to sort by different column

    21 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Beth Kelley supported this idea  · 

  11. Bank reconcile - approvals and log

    128 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Beth Kelley supported this idea  ·