Settings and activity

34 results found

1. export in same order as shown in financial report

   22 votes

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   3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Dec 30, 2024

2. Rename one financial report on new print option

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 30, 2024

3. Journal import field/column mapping

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 30, 2024

4. annette@icfoundation.us

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 30, 2024

5. Fixed Assets and Depreciation

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 13, 2024

6. Integration with Payroll or Payroll Module in CommunitySuite

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 13, 2024

7. Enhance Budgeting Tools - Scenarios, Forecasts

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jane Litz commented  ·  Dec 13, 2024  ·  Edit…  ·  Delete…

   Since 2020 I've been asking for a forecast option, which starts as a budget by month and then is overlaid with the actuals by month as the year progresses, with the ability to update future periods of the forecast for those expectations. I was assured that Foundant didn't want us to turn to a 3rd party budget/forecast software and would work on this option. Still waiting; their one-off of the ability to enter an updated budget (last year) doesn't meet my needs (at all) thus I don't waste my time with it. Everything is in Excel.

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   Jane Litz supported this idea  ·  Dec 13, 2024

8. Column headers for reports ...

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Dec 13, 2024

9. Export Balance Swap

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz commented  ·  Jul 18, 2024  ·  Edit…  ·  Delete…

   Agreed! We have to copy/paste to excel in order to retain the underlying support for that swap; this would be a big help.

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   Jane Litz supported this idea  ·  Jul 18, 2024

10. Fund Fee transaction export

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jane Litz shared this idea  ·  Jul 18, 2024

11. GL History Report - include check number for voids

    25 votes

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    0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Jul 3, 2024

12. Separate the closing of the last period of the year from the closing of the year

    55 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Jul 3, 2024

13. Journal Entry Errors - Received Prior to Posting

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

14. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Jul 3, 2024

15. Reports: Freeze the column headers

    37 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

16. Column View for ALL financial reports

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Jul 3, 2024

17. Ability to Build Custom Financial Statements in the Reports Section

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

18. Visual Presentations Using Charts (with GL data)

    9 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

19. Financial Package

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

20. Budget Reporting

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024