Settings and activity

29 results found

1. Add an internal switch to interfund grant in portal

   21 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Nov 6, 2024

2. Link profiles to voucher items for credit card vouchers

   2 votes

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   1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Here is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions

   
   

   Maddie Patrick supported this idea  ·  Oct 16, 2024

3. Copy Voucher

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Oct 16, 2024

4. Notify Vendors when paying Vouchers

   9 votes

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   2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Maddie Patrick supported this idea  ·  Oct 16, 2024

5. Allow Multiple File Attachments when Creating a Voucher

   37 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  Oct 16, 2024

6. Edit a Pledge

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  May 10, 2024

7. Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.

   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  ·  May 10, 2024

8. Opportunity should show on Fund Profile

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  May 10, 2024

9. Unique URLs to Easily Share Reports

   17 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Maddie Patrick supported this idea  ·  May 10, 2024

10. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Maddie Patrick supported this idea  ·  Apr 8, 2024

11. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 28, 2024

12. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Maddie Patrick supported this idea  ·  Mar 28, 2024

13. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 28, 2024

14. copying multifund vouchers

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Maddie Patrick supported this idea  ·  Feb 21, 2024

15. Do Not Allow Admin Fee to make a Fund Balance Negative

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Maddie Patrick supported this idea  ·  Feb 5, 2024

16. Admin Fee Report in Funds

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Feb 5, 2024

17. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Feb 5, 2024

18. Fiscal Sponsorships/Sponsored Orgs

    29 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Maddie Patrick supported this idea  ·  Feb 6, 2023

19. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    • 

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Feb 1, 2023

20. Recurring donation record with ACH as a Payment option

    32 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Maddie Patrick supported this idea  ·  Nov 23, 2022