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108 results found

  1. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Susan Lotreck supported this idea  · 

  2. Grants On Hold In More Buckets - Approval & Voucher

    35 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck commented  · 

    In FIMS there this feature sits on the 'Additional Detail" tab of Grant Application. Would like to see a similar check box field "Place on Hold in A/P" on the Create Grant page in CSuite.

    Susan Lotreck supported this idea  · 

  3. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  4. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Susan Lotreck supported this idea  · 
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    Susan Lotreck commented  · 

    This would be fantastic to have this available in CSuite !!

  5. Distribution Audit Details - Make available prior to posting

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck commented  · 

    Yes please make the audit detail report available before being required to post. We are running projections of distributions for our agency funds for their FY2024 budgeting needs. I should not have to post these spending amounts in order to access the audit detail report. For this first time doing projections out of CSuite, I had to post the calculations, export the audit report and then unpost and delete that distribution projection.

    Susan Lotreck supported this idea  · 

  6. Impact Investing: revenue share

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Susan Lotreck supported this idea  · 

  7. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  8. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susan Lotreck supported this idea  · 
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