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84 results found

  1. Opportunity Beneficiaries

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susan Lotreck supported this idea  · 

  2. Docusign Integration

    128 votes

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    Under Consideration  ·  6 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 !!

  3. Distribution Audit Details - Make available prior to posting

    13 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  · 

  4. Impact Investing: revenue share

    18 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  · 
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