Settings and activity

28 results found

1. Mobile application for Fund Advisor Portal

   30 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  ·  Jan 29, 2026

2. 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

3. 1099 Indicator box bulk update

   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

4. default expense accounts

   4 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

5. 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

6. Allow editing of reference number without unposting voucher

   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

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

   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

8. ACH payments out: add content to email

   11 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

9. Download NACHA files by batch, not just date

   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. Add a downvote option in Idea Lab

    11 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

11. Portal: ACH Option

    141 votes

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

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

    108 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

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

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Mar 14, 2025

14. Toggle off closed accounts in bank reconcile

    44 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

15. Allow Vouchers to be placed on-hold

    12 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

16. 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

17. 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  ·  Holly Spitz 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  ·  Mar 14, 2025

18. Expense management integration

    12 votes

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

19. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Feb 14, 2025

20. Login As --Removes user's existing login

    265 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Maddie Patrick supported this idea  ·  Feb 14, 2025