Skip to content
← IDEA LAB

Settings and activity

3 results found

  1. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    RHONA MORGAN commented  · 

    With the extreme volatility of markets this will become increasingly important.

    RHONA MORGAN supported this idea  · 

  2. Include Custom Fields in "Add Financial Filter".

    42 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    RHONA MORGAN commented  · 

    Really really needed.

    RHONA MORGAN supported this idea  · 

  3. Inception to Date Report with Fund Balances

    42 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    RHONA MORGAN commented  · 

    This is very necessary for reporting to our Agencies.

    RHONA MORGAN supported this idea  ·