Settings and activity

32 results found

1. Edit button placement on Funds - too much scrolling

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Feb 23, 2026

2. Archived Fund Fee Types

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Feb 23, 2026

3. Fund List Group Count

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Feb 23, 2026

4. New Look Navigation Top Menu

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Feb 5, 2026

5. Mobile application for Fund Advisor Portal

   72 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Jan 29, 2026

6. bulk create voucher requests

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Dec 31, 2025

7. 1099 Indicator box bulk update

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Dec 31, 2025

8. default expense accounts

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Dec 31, 2025

9. vendor custom field

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Dec 31, 2025

10. Allow editing of reference number without unposting voucher

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Dec 31, 2025

11. Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Dec 31, 2025

12. ACH payments out: add content to email

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Dec 31, 2025

13. Download NACHA files by batch, not just date

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Dec 31, 2025

14. Add a downvote option in Idea Lab

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Jul 23, 2025

15. Portal: ACH Option

    151 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Apr 14, 2025

16. Donor Portal Financials - Only Allow Reporting on Closed Periods

    111 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 24, 2025

17. Ability to edit Profile Fund Link categories versus deleting and relinking

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 14, 2025

18. Toggle off closed accounts in bank reconcile

    50 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 14, 2025

19. Allow Vouchers to be placed on-hold

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick shared this idea  ·  Mar 14, 2025

20. Allow Multi-fund Vouchers through Portal

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Maddie Patrick shared this idea  ·  Mar 14, 2025