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13 results found

  1. Candid/GuideStar Grants Report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  2. Fund Log - track all changes made under Relationship tab

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  3. Multiple Advisors on one grant

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  4. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  5. grant notification to grantees - have two default emails

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  6. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Michael Elfenbaum supported this idea  · 

  7. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  8. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  9. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    12 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  10. payment date

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  11. Bulk Edit - Payment schedule date and grant date

    28 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  12. Admin Fee Report/Audit Support

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

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

    36 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michael Elfenbaum commented  · 

    This functionality is very important because we do not always pay grants immediately and typically do not have a set schedule to pay them. We need a better way to track grants on hold rather than them being lumped in with all vouchers.